Easily configure the live and interactive map control
Valid from Pega Version 7.1.8
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.
Quickly attach a file to a case directly on a user form
Valid from Pega Version 7.1.8
In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.
For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.
Enhanced form configuration reuse
Valid from Pega Version 7.1.8
In Case Designer you can reuse existing form fields when configuring forms. You can browse a set of existing fields and add them to the form by clicking an icon or by dragging and dropping. You can drill down through field levels to add embedded field levels. Fields are also searchable.
Quickly preview laptop, tablet, and phone views for Case Manager portals
Valid from Pega Version 7.1.8
You can use the Mobile preview item from the
menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.For more information, see Mobile browser preview for laptops, tablets, and phones.
Guided tours can be started automatically
Valid from Pega Version 7.1.8
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.
Faster, contextual editing of case types
Valid from Pega Version 7.1.8
Case Designer now includes a contextual property panel that helps you to quickly configure behavior in your case type. It supports case-wide properties, stage properties, and properties that are specific to an individual step.
When you click a stage or step in your case type, only relevant fields and controls are displayed, allowing you to stay focused and make decisions faster. Online help is also integrated with the property panel to give you just-in-time information.
For more information, see Contextual property panel in Case Designer.
Simplified creation of case types
Valid from Pega Version 7.1.8
A wizard is now available in the Case Type Explorer that walks you through the process of creating a case type. Helper text and default values gradually introduce you to stage-based case types to facilitate your transition from the wizard to Case Designer. To run the wizard, click Add a case type or select Add a child case type from the menu of an existing case type in the Case Type Explorer.
For more information about this wizard, see Case type wizard in the Case Type Explorer.
Enhanced options for resolution stages
Valid from Pega Version 7.1.8
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.
The Create Build button appears grayed out when configuring and building a mobile application
Valid from Pega Version 7.1.8
When you attempt to configure and build your Android or iOS mobile application from the Mobile tab, the button might appear dimmed. This issue occurs if any of the access roles in the access group were cloned from the PegaRULES:SysAdm4 access role.
Refer to Troubleshooting Pega Mobile Client to learn how to fix this issue in your application.
Offline configuration limitation
Valid from Pega Version 7.1.8
When enabling the offline capability for a case type, do not select the Enable offline check box in Case Designer because it incorrectly sets the locking strategy. Instead, select the Enable offline mode check box on the Advanced tab of the Case Type form.
To open the Case Type form from Case Designer, click Open on the menu.