Published Release Notes

New delivery method for Pega Survey

The functionality of Pega Survey is now provided by a standard ruleset in the Pega^® Platform. This new delivery method keeps your survey capabilities in sync with the latest features and speeds up development because you no longer need to install or maintain a separate archive.

You must purchase a separate license to use survey capabilities in your application.

For more information about surveys, see the Pega Survey product page.

Adding a conversation to a case type

You can add a conversation that uses a messaging or voice application (for example, Facebook Messenger) as a channel for adding information to a case. You configure the messaging workflow as part of the case life cycle. At run time, a user working in the selected application sees (or hears) a series of questions that ask the user to enter information.

For more information about adding a conversation in Designer Studio, see Adding a conversation to a case type.

For more information about adding a conversation in Pega^® Express, see Adding a conversation to a case type.

Improved interactions for email and Pulse

You can now continue a discussion that was initiated by email when you post a message to Pulse or reply to an email message. By providing a consistent thread of discussion in a case, you can keep stakeholders informed while allowing them to use the communication channel of their preference.

For more information about the communication interchange that occurs when you initiate a discussion, see:

• Pega Express 7.3 - Email instantiation
• Pega Platform 7.3 - Email instantiation

Class structure expanded for surveys and questions

You can now create surveys and questions at any class level. Because there is no longer a restriction on which class of flows can use the Survey and Question smart shapes, you can create more contextual surveys that reference embedded properties, or instances of classes, that you define outside the Work- class structure.

For more information about using the Survey or Question smart shapes in a flow, see Integration methods for surveys.

Like and bookmark Pulse messages

You can now like messages that are posted to Pulse and view the number of likes for each message. You can also bookmark the messages that you want to view in your activity feed.

For information about Pulse enhancements, see:

• Pega Express 7.3.1 – Communicating with Pulse
• Pega Platform 7.3.1 – Pulse enhancements for social collaboration

Real-time updates in Pulse

You can now view real-time updates of messages in Pulse. If a user posts a comment on a Pulse conversation while you are viewing the conversation, you receive a notification in real time, which you can click to refresh the conversation and see the comment.

For information about Pulse enhancements, see:

• Pega Express 7.3.1 – Communicating with Pulse
• Pega Platform 7.3.1 – Pulse enhancements for social collaboration

Conditional paths added to case life cycle

You can now add a conditional path to a process in the life cycle of a case. By defining the decisions that cause a process to follow different paths, you can create cases that support more than one outcome.

For more information about conditional paths, see Conditional paths in a case life cycle.

Receive and reply to push notifications for Pulse messages

You can now receive push notifications on your mobile device when another user references you in a Pulse message or likes your messages in a Pulse conversation. You can both receive and reply to the push notifications that you get when another user posts on your profile, adds messages to a Pulse conversation in which you are involved, or posts comments on a case that you are following. To receive push notifications, select mobile push as a notification channel when you configure your notification preferences.

For information about Pulse enhancements, see Pulse enhancements for social collaboration.

The Run Data Flow shape replaces the Run Interaction shape

The Run Interaction shape in flows has been replaced by the Run Data Flow shape to introduce a consistent way of making decisions and capturing responses. You can now run a single-case data flow by referencing the data flow in the Run Data Flow shape. The data flow must have an abstract input and abstract or dataset output.

For more information, see Running a decision strategy from a flow, About Data Flow rules and Interactions in flows are no longer supported by the Run Interaction shape.

Pulse gadget for feeds from multiple data sources

You can now use the pxFeed gadget to change the information that you want to display in a Pulse activity feed. By customizing the gadget, you can allow users to post messages on the activity feed and show messages from multiple data sources, for example, comments that are posted on a user's team feed.

For information about Pulse enhancements, see Pulse enhancements for social collaboration.