Published Release Notes

Logic-based assignment routing

You can now define business logic that controls when and by whom an assignment is processed in a case. By routing assignments to a specific user or group of users, you can help ensure that cases are resolved faster.

For more information, see Logic-based assignment routing.

Robotic Process Automation (RPA) support for Pega 7 applications

You can now use Robotic Process Automation (RPA) to automate repetitive and unattended back-office activities directly from your Pega 7 application. By using RPA with your application, you can batch process large volumes of cases faster and with fewer errors compared with manual case processing. You configure the automations in Pega Robotics Automation Studio.

For example, when an automobile insurance claim is submitted, an automation can analyze the submitted information, look up and verify policy holder information, and update web and desktop applications with case information.

For more information, see:

• Integration of desktop automations with your Pega 7 application
• Robotic Process Automation

Improvements to guided tour creation

Usability improvements to creating and managing guided tours enable you to more efficiently create tours that introduce the key features of your application. Now, you configure the Manage guided tour action on a control to start, continue, or dismiss a tour, instead of specifying an API script.

For more information, see Managing a guided tour.

Upgrade utility for Get Next Work performance

You can run a utility to upgrade Get Next Work processing to more quickly process assignments that were created in versions of the Pega 7 Platform earlier than 7.2.2. Performance is automatically improved on new installations.

For more information, see Upgrading Get Next Work performance.

Customizable New Application wizard

The redesigned New Application wizard streamlines the process of creating and configuring applications, and introduces customizable application templates. When you create an application from an application template, the template defines the wizard steps that gather the information that is needed to configure your new application based on the template. After you specify the required information in the wizard, the system creates an application with the required case types, data types, access groups, and operators. You can create multiple templates, depending on the needs of your business. Sample template types are provided.

For more information, see New Application wizard.

Create case and Wait smart shapes available in Case Designer

Two smart shapes have been added in Case Designer. Use the Create case smart shape in a case step to create another case, a child case, or multiple child cases. Use the Wait smart shape to pause the process of a case under specified conditions.

For more information, see Adding a preconfigured step to a process.

Define and manage features during application development

You can now define and manage the features and child features that you want to implement in your application. A feature represents any capability in your application that you want to promote to stakeholders during the application development process. When you develop an application and design case types, you can link each case type to top-level features in Designer Studio. In addition, you can associate existing rules with features, which maintains traceability and makes it easier for you to extend the application because you can identify the rules that are associated with each feature.

For more information, see Features.

Create connections to repositories

Pega^® Platform can communicate with common repository technologies. Whenever an action creates a RAP, Pega Platform can browse, publish, or fetch artifacts: for example, when exporting an application, product, branch, or component. Repositories are instances of the Data-Repository class which holds all necessary connection information.

Pega Platform includes tools to connect with the following repository types:

• JFrog Artifactory
• Amazon S3

For more information, see Creating a JFrog Artifactory or Amazon S3 repository connection.

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)