Published Release Notes

Improved creation of When rules with the condition builder

Define conditions for When rules by using the condition builder view. You can create new or select existing values, and then group conditions with ANDs, ORs, or advanced logic. The condition builder does not support functions; the method for defining the conditions to use functions is the same as in the previous versions of Pega Platform™. 

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

Case Management

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.

Add varied content to a case with Recent content gadget

In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.

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

Enhanced activity feed for Pulse displays messages

The activity feed for Pulse has been enhanced to display replies to messages that you have posted, messages on cases that you are following, messages in which you are referenced, messages posted on your user profile, messages by users that you are following, and messages that you have bookmarked. You can filter the activity feed to display the messages that you want to view.

For information about Pulse enhancements, see:

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

pxFeed replaces pxContextFeed and pxActivityFeed Pulse gadgets

The pxContextFeed and pxActivityFeed gadgets have been replaced by the pxFeed gadget to integrate the functionalities of viewing and posting messages in the Pulse activity feed. You can include this gadget within a section or harness across your application, for example, in the dashboard of the Case Manager portal, to display the activity feed. You must add the latest UI Kit ruleset to ensure that your application uses the pxFeed gadget instead of the pxContextFeed and pxActivityFeed gadgets to generate the activity feed.

For more information, see Pulse gadget and custom APIs.

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).

Enhanced Pulse performance and layout on mobile devices

Pulse performance is now faster on mobile devices. The user interface has been enhanced to enable better collaboration among users. The new Pulse mobile layout provides a better user experience for posting messages, adding attachments, bookmarking content, and so on.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

Collaborate on shared content by using documents

You can now share additional information about cases with all users in your application by using documents. Documents enable you to view shared content on a landing page and collaborate on the content with other users in Pulse so that you can resolve cases more quickly.

For more information, see:

• App Studio – Collaborating on shared content by using documents
• Dev Studio – Collaborating on shared content by using documents

A single starting flow creates all ad hoc cases

An operator can uniformly create ad hoc cases in the My Cases area on the Case Manager portal, on user forms, and in Pega Pulse by way of the standard starting flow pySimpleCaseWorkFlow. Operators can define the routing of the case and an overall SLA when creating the case.

The default action created by the ad hoc flow contains a dashboard that also enables operators to quickly define tasks and add attachments.

Previously, the standard flows pyManualTaskStandardAssignment and pyManualTaskStandardApproval were employed. These are deprecated, but are still supported in existing configurations.

Complete email and notification approval in App Studio

App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way. 

For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.