Case Management
Valid from Pega Version 7.1.4
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.
Flow rules not supported in IE8
Valid from Pega Version 7.1.1
In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.
Case Management
Valid from Pega Version 7.1.3
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.
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.
WriteHistory parameter has been removed from Link-Objects method
Valid from Pega Version Pega Platform
The WriteHistory check box has been removed as a parameter to the Link-Objects method on the Activity form. Users who are upgrading from versions prior to Pega 7.2 do not have to take any action because history details rely on the "linked from" object and this option stored results in the "linked to" object.
To correctly capture a link event in the history of an object, call the History-Add method.
Label changes to field types in Case Designer
Valid from Pega Version 7.2
The following field types have been renamed in Case Designer to be consistent with Data Designer and other areas of the Pega 7 Platform.
| Label in previous versions | Label in Pega 7.2 |
|---|---|
| Text | Text (single line) |
| Text (multiple lines) | Text (paragraph) |
| Check box | Boolean |
| Date and time | Date & time |
| Date | Date only |
| Drop down | Picklist |
| Number (integer) | Integer |
| Number (decimal) | Decimal |
Users who upgrade from versions prior to Pega 7.2 do not have to take any action because the label changes are cosmetic and do not affect the underlying controls or property types that support form building.
For more information about the field types that you can use when building a form, see Storage and display of single-value fields.
Process Outline view is unavailable
Valid from Pega Version 7.2
Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.
For more information, see Designing a case type and Diagram tab on the Flow form.
New location for case-type settings
Valid from Pega Version 7.2
The configuration options for case-type settings have been moved from the property panel to the Settings tab in Case Designer. This change separates behavioral settings from life-cycle settings so that you can stay focused as you design your case types.
For more information, see Configuring case-type behavior.
No private posts in new Pulse gadget
Valid from Pega Version 7.2
The new Pulse gadget does not support private posts. When you upgrade to the new gadget, any private posts of the following types that you created by using the previous version of the gadget become public.
- Operator posts
- Case posts
- Posts that used the generic pxPostMessage API with private posts enabled
- Posts that used the Pulse smart shape in PRPC 6.3 or earlier with private posts enabled
For more information about the new Pulse gadgets for developers, Pulse gadgets and custom APIs.
For more information about the using the new Pulse gadget, see Communicating with Pulse.
Processes run by default when a stage is restarted
Valid from Pega Version 7.2
The Run on re-entry check box in Case Designer has been removed. As a result of this change, processes run by default each time that a stage is restarted. Users who previously had this check box cleared can use the Start when option in Case Designer instead to define the criteria for skipping a process.
For more information, see Adding a process to a stage.