Published Release Notes

Pulse gadget for feeds from multiple data sources

You can now use the pxFeed gadget to change the information that you want to display in a Pulse activity feed. By customizing the gadget, you can allow users to post messages on the activity feed and show messages from multiple data sources, for example, comments that are posted on a user's team feed.

For information about Pulse enhancements, see Pulse enhancements for social collaboration.

Enhanced approach for defining user actions

You can now define user actions, such as local actions and supporting processes for case types and stages, by clicking Optional actions on the Workflow tab. You can add user actions for case types in the Case wide actions section and for stages in the Stage-only actions section.

For more information, see User actions for case types and stages.

Life cycle tab renamed to Workflow

The Life cycle tab for case types has been renamed to Workflow. On the Workflow tab, you can define a life cycle for case types by clicking Life cycle, and you can define user actions for case types and stages by clicking Optional actions.

For information about defining a life cycle for a case type, see:

• Pega Express 7.3.1 – Defining a life cycle for a case type
• Pega Platform 7.3.1 – Defining a life cycle for a case type

For information about user actions, see:

• Pega Express 7.3.1 – User actions
• Pega Platform 7.3.1 – User actions

Create simple URLs for work objects

You can now represent your work objects with simple URLs by using the new URL Mappings rule. Simple URLs are meaningful and easy to share with others, and improve collaboration between users of the same Pega^® Platform application. You can define different URL patterns to use in your application for your work objects (cases), reports, landing pages, or others. You can also generate canonical URLs for your case types to make all instances of these case types searchable by third-party search engines. To enable search engine indexing, a link tag is added to your case object harness.

For more information, see URL Mappings.

Enhanced activity feed for Pulse displays messages

The activity feed for Pulse has been enhanced to display replies to messages that you have posted, messages on cases that you are following, messages in which you are referenced, messages posted on your user profile, messages by users that you are following, and messages that you have bookmarked. You can filter the activity feed to display the messages that you want to view.

For information about Pulse enhancements, see:

• Pega Express 7.3.1 – Communicating with Pulse
• Pega Platform 7.3.1 – Pulse enhancements for social collaboration

Define property value criteria for stage entry

You can now define the criteria that property values must meet to enter a stage, by clicking Validations on the Data model tab of a case type. By validating the properties, you can ensure that a case contains relevant data before it enters a stage.

For more information, see Property condition requirements for stage entry.

Question template added to surveys

You can now import a question template to create multiple questions at once. By providing question data in a format that your application processes in bulk, you can speed up the development of your surveys.

For more information about the types of questions that you can import, see Question templates.

Stakeholder management extended to case followers

You can now control which users follow a case. By actively involving the people with relevant skills and roles in your application, you can resolve cases more quickly.

For more information, see Case followers.

Pulse enhancements

The enhanced layout of the Pulse interface provides a better user experience for posting messages, adding attachments, bookmarking content, and so on. You can now post messages in your activity feed, format messages, add inline images and links to messages, reference cases, and view the list of users who like messages. The Pulse email templates have also been improved to display email content in a coherent and structured format.

For more information, see:

• Pega Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

View attachments inline

You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.

For more information, see Inline preview of attachments.