Consistent search experience in App Studio
Valid from Pega Version 8.5
Pega Platform™ now supports a unified search mechanism in App Studio. Instead of manually locating a single item, such as a case type, a channel, or a data object, you can simply use the Search option in the navigation pane. You can also use Search in case types and personas landing pages, to conveniently access the information that you need, for example channels and case types associated with a persona.
For more information, see Plan your Microjourneys more conveniently in an improved Case Designer (8.5), Creating a Microjourney for customer success.
Support for advanced validation of embedded and referenced data
Valid from Pega Version 8.5
To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.
For more information, see Validating field values for stage entry.
Complete email and notification approval in App Studio
Valid from Pega Version 8.5
App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way.
For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.
Business logic routing of approval steps
Valid from Pega Version 8.5
Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.
For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.
Automated project estimation in App Studio
Valid from Pega Version 8.5
App Studio now supports estimating projects in an intuitive and automated way, so that you can plan your work with greater efficiency and accuracy. Estimations include the number of hours that you will need to deliver an application, based on multiple factors such as the delivery methodology, the number and complexity of features to implement, and the number of teams involved. After you provide the required data, the project estimator calculates the expected duration of application development. To share your project estimates outside Pega Platform™, for example with your stakeholders, you can also export estimates to an .xlsx file.
For more information, see Estimate projects automatically in App Studio (8.5), Estimating application development.
Enhanced application inventory to support features
Valid from Pega Version 8.5
Now the application inventory in App Studio also includes features that represent elements of your application to implement, such as language packs, along with personas and data objects. The inventory provides the option to add new features or reuse existing features from built-on applications. With the enhanced inventory, application development planning and tracking is faster and more intuitive because you can now easily check the features that your development team needs to implement. For greater clarity, the inventory supports different methods of grouping features, for example, by release or complexity.
For more information, see Managing application inventory.
Enhanced Case Designer in App Studio
Valid from Pega Version 8.5
For greater clarity when visualizing your business processes, App Studio now has an improved Case Designer. In Pega Platform™ 8.5, every persona displays a list of associated channels, and every data object lists associated systems, instead of showing multiple entities for different channels or systems. Additionally, for better distinction every channel and system displays a unique icon. To fully convey your business process using just one screen, Case Designer now also supports visualizing attachments required for your microjourney, as well as creating draft associations between personas and channels.
For more information, see Plan your Microjourneys more conveniently in an improved Case Designer (8.5), Creating a Microjourney for customer success.
Searching for Pulse messages available in spaces
Valid from Pega Version 8.5
Pega Platform™ now supports searching for Pulse messages within a space. For greater accuracy of the results, you can search by applying different filters, such as keywords, message authors, and a time range for posting of the messages. The results return private and public posts, comments, and attachments that match the search filters. When the result is a comment, Pulse displays the whole message thread for full context.
For more information, see Search for Pulse messages in spaces (8.5), Searching for Pulse messages in spaces.
Automatic draft off mode for processes in case types
Valid from Pega Version 8.5
App Studio now supports automatically turning off the draft mode for processes in your case types. Any process that you add to a case type is in draft mode by default so that you can run the case type to check the run-time behavior even if the process contains errors. However, in a production environment, processes in draft mode do not work. To save time and deliver your projects faster, any process that has no errors now automatically switches off draft mode when you save the case type. Additionally, Case Designer now displays a list of errors that processes in your case type include, so that you can quickly locate any issues.
For more information, see Save time and effort with automatic draft off mode for processes in case types (8.5), Draft mode of case processes.
Default Create stage in a case life cycle
Valid from Pega Version 8.5
Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.
For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.