Published Release Notes

Case Management

This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.

• Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
• Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
• If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
• May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
• Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
• The bulk processing feature has been enhanced.
• The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
• The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
• When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
• When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
• When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
• When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

Stages and Steps may not appear as expected

There are some unique configurations of the newly enhanced pxDisplayStages gadget that can lead to case type "Stages and Steps" appearing more than once or not at all.  In the event that your application experiences one of these scenarios, the recommended work around is to relocate the gadget:

• Add pxDisplayStages to the pyCaseContainer section (or equivalent)
• Remove pxDisplayStages from the pyCaseActionArea section (or equivalent).

Geolocation tracking requires browser permission

When the geolocation tracking feature is enabled, a Map it link appears next to each requestor entry in the audit trail. When you click a link for the first time, the browser displays a notification asking whether you want to permit tracking. Make your yes/no selection in the prompt. Do not click "X" to close it, as doing so may render the session unresponsive. Refresh the browser if necessary and make your selection.

Geolocation tracking Map it links do not appear

If geolocation tracking is enabled, the first time you create a case in the first browser session, the Map it links do not appear next to the initial audit trail entries. When you submit the first flow action, the links appear next to all subsequent entries.

Both Transfer and Transfer Assignment flow actions are displayed in the Bulk Actions tool

Both the deprecated Transfer flow action and its Pega 7.1.7 replacement Transfer Assignment (pyTransferAssignment) might appear in the Select Action menu on the Bulk Actions tool.

Either of the following situations can cause this behavior:

• The original application did not contain the UI-Kit-7 ruleset, for example, the application was built on Pega 7.1.5.
  • The default flow actions are based on BulkProcessTransferFlowAction system settings.
  • If you add pyTransferAssignment as a local action in a case type rule, users will see both old and new actions.
  • The flow actions are still available unless you override the settings.
• The upgraded application uses the UI Kit ruleset, but the Transfer local action was defined in the original case type rule and copied to the application.
  • The original is explicitly defined in the application.
  • pyTransferAssignment is available through the system settings in the UI Kit.

As a best practice, upgrade Transfer flow actions to Transfer Assignment in your flows and local actions. The UI Kit ruleset ensures that the new flow actions are optimized for mobile interfaces. In addition, Transfer Assignment provides multiple transfer functions (to manager, workbasket, advanced options) in a single form.

Alternatively, keep the original system settings so that the existing flow actions are still available.

Flow import functionality is limited to Microsoft Internet Explorer Version 9 and Version 10 in Pegasystems Public Format

Importing a flow in the Rule-from-File wizard is limited to Microsoft Internet Explorer 9 and Internet Explorer 10 in the Pegasystems Public Format .

Cannot view all custom context posts in Pulse

When you use Pulse in a custom context, the custom context label is displayed as plain text instead of as a link that you can click to view all posts that are associated with the custom context.

For more information about Pulse, see the help topic Pulse.

Email approval and instantiation not supported on multitenant systems

The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.

Multiple notifications are delivered for the same Pulse post

When a user posts a Pulse comment, the users who subscribe to the activity feed might receive more than one notification if the posted comment triggers several notification rules.

For example, when a user posts a comment on a case that he or she follows, any response to the comment can result in the following notifications:

• Notification when a new comment is posted on the followed case (triggers the pyAddPulsePost notification definition)
• Notification when a comment is a response to the user’s original post (triggers the pyAddPulsePost notification definition)
• Notification when the user is mentioned in the comment (triggers the pyAddUserMentionedPost notification definition)