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.

Push notification delivery to multiple devices

Push notifications sent from the Pega 7 Platform are now delivered to all devices on which a user is logged in to your custom mobile app, regardless of the device platform. You can either send push notifications from the Push Console to all users who have your application installed on their devices, or configure your application to send push notifications to indicate that an action might be required, a status update is available, or a case was approved.

Support for subflows and decision flow results in offline mobile apps

Subflows in offline-enabled mobile apps are now supported to perform additional tasks outside of the main flow. The subflow can run only on the current work item, with the subflow displaying in the main flow, in a nested subflow, or located next to an assignment. No likelihood routing is supported for subflows. It is also possible to set a flow result by using the pega.process.flow.setFlowEndStatus() JavaScript method to override the status set by a property in the subflow's end shape. The process engine also takes into account the likelihood setting if the flow result is conflicting or absent, provided the flow result is not in a subflow.

For more information, see Flow processing in offline mode.

Support for error handling API in offline mobile apps

During the processing of cases in offline-enabled mobile apps, you can use several JavaScript API methods to perform error handling. You can now determine whether an error condition results from the post-processing of a flow or a subflow. You can also set, clear, or obtain the number of error messages on a property or a page while working in offline mode, similar to when you are running a Pega 7 Platform desktop application. When you run a custom mobile app in offline mode, you can submit a form, but you cannot move the flow forward until all the errors on a page and in the page's properties are resolved.

For more information, see Error handling in offline mode and Error handling API in offline mode.

Application administrators can send push notifications

From the Push Console application, administrators can send push notifications to custom mobile app users. Notifications sent from the Push Console can contain application-wide messages, for example, when an update is available for manual download.

For more information, see Push Console landing page.

Transition effects for actions in custom mobile apps

Custom mobile apps that are developed on the Pega 7 Platform can include built-in transition effects that animate your forward or backward movement in cases that use flows. This feature adds to the look-and-feel experience of the custom mobile app.

You can also manually add a transition effect to actions that do not support built-in effects by using the Run Script action and calling the pega.desktop.setNativeTransition() JavaScript method.

For more information, see Transition effects on actions.

Design templates in Pega Express

You can now use design templates to control the layout of form fields in Pega Express. Use the form builder Layouts tab to select a layout for the form and organize the fields in the layout regions.

For more information, see Adding a design template to a form in Pega Express.

Goal and deadline push notifications in mobile apps

For mobile apps, you can enable push notifications to be sent to an assignee's or a manager's mobile device when a defined goal or deadline interval related to a service-level agreement expires. These notifications help caseworkers resolve cases on time.

For more information, see Requirements for goal and deadline push notifications.