Published Release Notes

Post private messages in Pulse

You can now post messages in Pulse to initiate conversations with selected users within a context. By posting private messages, you can discuss specific topics with relevant users without broadcasting them to all users.

For more information, see:

• App Studio – Posting a message in Pulse
• Dev Studio – Posting a message in Pulse

Reference spaces and documents in Pulse

You can now reference spaces and documents when you post Pulse messages. By including a link in your Pulse message that opens a relevant space or application document, you can add context to a conversation.

For more information, see:

• App Studio – Adding a reference in Pulse
• Dev Studio – Adding a reference in Pulse

Create and assign tasks in Pulse

You can now create and assign tasks in Pulse for case work that needs to be completed within a specific time frame. For example, you can assign a task to yourself as a reminder to upload proof of address documents to a Car Loans case by the end of the day.

For more information, see Creating a task in Pulse, Enabling users to post messages in the activity feed.

Additional case settings in App Studio

You can now make it easier to distinguish your case type from other case types by customizing its icon and selecting a unique case ID prefix in the General case settings.

You can also access Locking and Notifications case settings in App Studio without switching to Dev Studio.

For more information, see:

• Changing the case ID format
• Changing the case icon
• Managing concurrent access to a case
• Enabling case notifications

Use spaces to collaborate with users

You can now collaborate with other users in your application on a specific area of interest by using spaces. By restricting the discussion of certain topics to the users of a space, you can avoid broadcasting irrelevant messages to all users in your application.

For more information, see:

• App Studio – Collaborating with users by using spaces
• Dev Studio – Collaborating with users by using spaces

Add varied content to a case with Recent content gadget

In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

Resolve child cases with the parent case

You can now configure a stage to resolve open child cases when the parent case is resolved. Resolving child cases on the resolution of the parent case ensures that no child cases are left open when the parent case reaches the end of its life cycle.

For more information, see:

• App Studio – Configuring case resolution
• Dev Studio – Configuring case resolution

Enhanced Pulse performance and layout on mobile devices

Pulse performance is now faster on mobile devices. The user interface has been enhanced to enable better collaboration among users. The new Pulse mobile layout provides a better user experience for posting messages, adding attachments, bookmarking content, and so on.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

Surveys do not display questions with custom templates

Because many rules have been refactored or renamed in the Pega-Survey ruleset, questions that use custom templates are not displayed in surveys. To resolve this issue, create a new version of the applicable sections from the Embed-PegaQ-Results-Question class in your application, and then update the sections to include your custom content and logic.