Published Release Notes

Post files and links with pxPostMessage API

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Case Management

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.

Quickly create ad-hoc cases

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

Improved capability to attach content in offline-enabled applications

The feature for attaching content in applications while in offline mode has been enhanced. A list of attached content is displayed in the application while in offline mode. You can view or delete attachments if the application has not yet been synchronized with the server. You also can change the maximum size of a file that you can attach while working in offline mode. This option gives you the flexibility to select the right size of attachment for a specific application for performance, memory limitation, or security reasons.

For more information, see Attach content support in offline mode.

Fingerprint authentication in Pega Mobile Client

The authentication feature in Pega Mobile Client has been extended to support user credentials that are secured by a fingerprint reader. The FingerprintAuthenticator object and its methods replace the TouchID API. A compatibility layer has been created to support custom mobile apps that use the deprecated API. This functionality is available on iOS and selected Android devices.

For more information, see Authentication API.

Enhancement to the error and warning handling JavaScript API

During offline post processing of a flow in an application, you can now use the ClientCache JavaScript API to handle informational and warning messages in addition to error messages. Several ClientCache API JavaScript functions have been updated for this purpose. Informational, warning, and error messages are displayed when you submit a form, but only error messages prevent you from advancing the case.

For more information, refer to Error and warning handling API in offline mode.

New customization options for paused custom mobile apps on Android

You can now customize the presentation of a paused custom mobile app for Android. You can upload a custom status bar icon and customize the title and message that are displayed in the device's notification area. Also, you can use a new optional parameter of the startKeepAlive method of the Pega Mobile Client's Container API as an alternative way of setting the notification title.

For more information, see Customizing the paused Android app notification.

Support for following users in the Pega Express and Case Manager portals

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

• Following a user (Pega 7.3)
• Following a user (Pega 7.3 express)

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)

Support for round icons in Android 7.1 mobile apps

To improve the look and feel of Android mobile apps, round icons are now supported in apps that are created for Android 7.1. You can add the icons to the assets.zip file during the customization stage when you build the app in the Pega^® Platform.

For more information, see Branding mobile apps.