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.

Remote device log retrieval from online-only mobile apps

In addition to device logs from offline-enabled mobile apps, Pega Mobile Client™ can now upload device logs from online-only mobile apps. The upload to Pega Platform™ starts when a user restarts the mobile app. You retrieve device logs from a specific device to support remote users and troubleshoot mobile apps.

For more information, see Retrieving device logs.

Improved mobile user experience with spaces

Spaces in mobile apps have been enhanced to provide a wider screen area for navigation between content tabs such as Pulse, Boards, Subspaces, and Tasks. Mobile users can now use native selection controls to choose from the same space-specific actions that are available to users of desktop-based applications. The enhancement improves the usability of spaces and promotes collaboration between mobile users.

Spaces on mobile apps do not require any additional configuration.

For more information about spaces, see Collaborating with users by using spaces.

Increased display area in mobile apps

Mobile apps now support hiding the top and bottom bars when the user scrolls down. When the user scrolls up, the bars appear again. This enhancement improves the mobile user experience by presenting more data on the screen, for example, a longer list of items.

For more information, see Advanced layout options.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Mobile apps display skeletons for the initial screen load

Android and iOS mobile apps now display a skeleton before the initial screen loads, which enhances user experience and provides faster response to user actions on complex mobile screens or over slow networks. Until the initial screen is ready to be displayed, Pega Platform™ displays an empty placeholder that imitates the actual user interface.

Skeletons for the initial screen in mobile apps do not require any additional configuration.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

File sharing improvements in custom mobile apps

Case management in custom mobile apps that are built for Android and iOS using Pega Infinity Mobile Client™ is now improved with the enhanced Attach content control. You can now attach files of any type from the device storage and from cloud services, for example, Google Drive or iCloud, or from other mobile apps that are installed on the device. Additionally, you can share any file attachments, except for signature files, in external mobile apps.

For more information, see Enabling attaching files to an application.