Published Release Notes

Access views in one location

You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.

For more information, see Views in a case type.

Easily configure the live and interactive map control

The AddressMap control has been enhanced with a text input field so that users can mark a location on a map.

For example, an insurance adjuster can indicate the location of the accident when filing a case. By selecting Allow marker repositioning to change address value and dragging the marker pin, the Text Input field is automatically updated.

Manage access to the content in your spaces and cases

To more efficiently manage your content, you can grant access to documents only to specific space or case members in a portal that you use. Use this option to provide users with content that is tailored to their specific needs. Provide contextual and consistent documents for your users for more effective communication and case management.

• For App Studio: Adding content to a space, Creating a document.
• For Dev Studio: Adding content to a space, Creating a document.

More detailed configuration of persona access in App Studio

App Studio now supports more precise configuration of access for personas so that you can improve the security and usability of your application. You can now define what actions a given persona can perform on a case, a data object, or a configuration set. You also save time because you define settings for an entire group of users that a persona represents. For example, you can configure a customer service representative (CSR) persona to view only cases that process insurance claims from VIP customers, without the option to modify the cases. As a result, you ensure that users of your application can interact only with relevant data, in a way that best meets your business needs.

For more information, see:

• Manage access for personas more efficiently in App Studio (8.6)
• Configuring access options for a persona

Set the status of a case on stage entry

You can now set the status of a case when it enters a stage. By setting the status of a case on stage entry, you can communicate to stakeholders how close a stage is to resolution. For example, if a case is in the approval stage, you can set the status of the case to "Under review" when the case enters the stage.

For more information, see:

• App Studio – Changing the status of a case
• Dev Studio – Changing the status of a case

Data modeling in context for case types

You can access the part of your data model that is relevant to your context. By using the Data model tab in Case Designer, you can quickly add, remove, or configure the fields that are used by an individual case type.

For more information, see Data models for case types.

Ability to annotate case attachments

Pega^® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.

For more information, see Case attachment annotations.

Quicker approach for reusing processes in a stage

You can now reuse processes more quickly in a stage when you define the life cycle for a case type. Reusing processes saves time and makes it easier to define processes for a stage instead of creating new ones. You can also reuse processes faster when you add parallel processes to a stage.

For more information, see Quick access for reusing processes in a stage.

Enhanced options for resolution stages

When configuring a stage that resolves cases in Case Designer, you can now:

• Create a new resolution status.
• Select the status that is assigned to a case when it completes the last step in the stage.
• Instruct your application to close all open assignments when a case is resolved.

At run time, the audit trail of a case includes entries that capture the time that the case was resolved and open assignments were closed. To access the configuration options for a resolution stage, click Resolve the case on the General tab of the contextual property panel in Case Designer.

For more information about configuring a resolution stage, see Options for a stage that resolves cases.

Guided tours can be started automatically

You can configure a guided tour to start automatically by using the pxGuidedTourAutoStart control. You can configure the control to start a tour the first time or every time a user visits the screen where the control is used.

For more information, see Automatically start guided tours.