New field types in Form Builder
Valid from Pega Version 7.1.9
You can create forms in Form Builder that include the following field types:
- Data reference – Prompts users with a list of data records or instances of a specific data type.
- User reference – Prompts users to select or search for an existing user in the application.
For more information, see Data references in Form Builder and User references in Form Builder.
Reusable components in Form Builder
Valid from Pega Version 7.1.9
You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.
For more information, see Reuse fields panel in Form Builder.
Search field type is deprecated
Valid from Pega Version 7.1.9
The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.
For the full list of supported field types in Form Builder, see Supported display modes by field type.
Support for enterprise and express applications
Valid from Pega Version 7.1.9
When you run the New Application wizard, you can create two types of applications:
- Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
By default, enterprise applications are developed in Designer Studio, but users have access to express mode. - Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.
For more information, see Express applications.
Support for following users in the Pega Express and Case Manager portals
Valid from Pega Version 7.3
You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.
For more information, see the following help topics:
Enhancements to the Send Email smart shape
Valid from Pega Version 7.3
The following enhancements have been made to the Send Email smart shape:
- You can now configure the Send Email smart shape in Pega Express.
- You can use templates, such as a rejection template, in your email.
- You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
- You can insert a link to the case ID in your email.
- You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
- You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.
For more information, see the following help topics:
Multistatus case dependencies replace custom implementations
Valid from Pega Version 7.3
You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.
For more information about defining a case dependency, see:
- Pega Platform - Pausing a process in a case
- Pega Express - Pausing a process in a case
Cases no longer locked when followed
Valid from Pega Version 7.3
Work party properties of the type follower are no longer associated with the cases that you follow. Cases are no longer locked when you follow them, so now all users can follow a case. If you upgrade to Pega 7.3, you can run a utility to upgrade the cases that you are following so that they are no longer locked when they are followed.
For more information, see Upgrading cases and followers.
Send event notifications in Pega Platform
Valid from Pega Version 7.3
You can configure applications to notify users of case changes or other significant events that occur in an application. Use notifications to engage application users by providing key updates that might be of interest to them.
You can deliver notifications over the default web gadget and email channels or use a custom channel that you created. You can configure multiple web gadgets to display different kinds of notifications. The email channel supports notification frequency of instant, daily, or weekly.
Application users can set their own notification preferences in the run-time portals or override the set preferences for a specific case type instance.
For more information, see Sending event notifications and Management of user notification preferences.
Multiple notifications are delivered for the same Pulse post
Valid from Pega Version 7.3
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)