Published Release Notes

Faster, contextual editing of case types

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

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

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

When you attempt to configure and build your Android or iOS mobile application from the Mobile tab, the Create build 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

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 Actions menu.

Support for multiple custom mobile apps for a Pega Platform application

To enhance the user experience and provide support for native mobile components, you can create multiple custom mobile apps for a Pega Platform™ application. For each custom mobile app, you must create a different mobile channel interface. In addition, you can configure each custom mobile app to run only in a specific portal for an application. The custom mobile app uses this portal regardless of which default portal is defined for the access group.

For more information, see Selecting a portal for a custom mobile app.

Set the status of a case on stage entry

You can now set the status of a case when it enters a stage. By setting the status of a case on stage entry, you can communicate to stakeholders how close a stage is to resolution. For example, if a case is in the approval stage, you can set the status of the case to "Under review" when the case enters the stage.

For more information, see:

• App Studio – Changing the status of a case
• Dev Studio – Changing the status of a case

Resolve child cases with the parent case

You can now configure a stage to resolve open child cases when the parent case is resolved. Resolving child cases on the resolution of the parent case ensures that no child cases are left open when the parent case reaches the end of its life cycle.

For more information, see:

• App Studio – Configuring case resolution
• Dev Studio – Configuring case resolution

Conditionally skip a stage

You can now define a condition in App Studio and build an expression in Dev Studio that causes a case to skip a stage. The system evaluates the condition or expression at run time and skips the stage if a true value is returned. By skipping the current stage when it is not relevant, you can resolve a case more quickly by moving the case to the next stage in the sequence.

For more information, see:

• App Studio – Requiring conditions for stage entry
• Dev Studio – Requiring conditions for stage entry

Conditionally start a process

You can now define a condition that causes a case to start a process in a stage. When the condition evaluates to false, the case skips the process. You can resolve cases more quickly by moving a case to the next process in the sequence when the current process is not relevant.

For more information, see:

• App Studio – Conditionally starting a process by using a condition
• Dev Studio – Conditionally starting a process by using a when condition