Published Release Notes

Discuss documents more effectively by using collaboration feedback

Create meaningful documentation for a case by collaborating with other users of your portal, such as the Case Manager or Worker portal. The collaboration feedback features in Pega Platform™ provide options for you to add Pulse comments to a document by responding to a notification email, share documents as URLs, and download documents as PDF files for offline viewing and editing. Collaboration feedback is a convenient and fast way to add valuable content for your case.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

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.

Add content to cases and spaces from external repositories

Provide meaningful content for your cases and spaces faster by attaching files from third-party repositories. Pega Platform™ now supports sourcing documents from external repositories that you configure in your application. You do not need to download documents first, and then upload them to your case or space.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Improved clipboard performance for editable data pages

Improve clipboard performance for editable data page processing by using the new high-throughput mode option. This mode does not support all clipboard features.

For a list of supported and unsupported features, see Data page rules - Using the Definition tab.

Reuse when conditions when designing cases in App Studio

Reuse existing conditions to save time when you design a case in App Studio. Now you can use an existing when condition when you create a condition for a stage in your workflow. You can also define custom when conditions and save them for future use.

For more information, see Defining conditions with a condition builder.

Service Portlet rules are deprecated

Service Portlet rules are deprecated. Existing rules will continue to work, but you cannot create new ones. Use Pega Web Mashup instead. In addition, some changes might impact functionality. If you are using Portlet rules and plan to upgrade, contact your customer service representative.

For more information about Pega Web Mashup, see About Pega Web Mashup.

Deprecated metadata types in the Connector and Metadata wizard

The WSDL, SAP WSDL, and DTD metadata types have been deprecated in the Connector and Metadata wizard. For WSDL, use SOAP integration, and for DTD, use XSD.

For more information about SOAP connectors, see About Connect SOAP rules. For more information about XSD, see About the Connector and Metadata wizard.

Create multistep forms for stages

In Case Designer, you can now create multistep forms for a stage. Create several focused and concise screens to capture the information from users instead of using a single long screen. For example, you can ask users for their personal details in one screen, and then ask them to describe their medical condition in a separate screen. When you create a multistep form, choose a template to determine how the users navigate between screens.

For more information, see Adding a multistep form to a stage (for Dev Studio), Adding a multistep form to a stage (for App Studio).

Support for the POST method in Integration Designer

From Integration Designer, you can now source data from any REST endpoint that requires a POST method to retrieve information. With the POST method, you can encrypt sensitive information in the body of the request.

For more information about using the POST method, see the POST method section on Service REST form - Completing the Methods tab.

Additional case settings in App Studio

You can now make it easier to distinguish your case type from other case types by customizing its icon and selecting a unique case ID prefix in the General case settings.

You can also access Locking and Notifications case settings in App Studio without switching to Dev Studio.

For more information, see:

• Changing the case ID format
• Changing the case icon
• Managing concurrent access to a case
• Enabling case notifications