Published Release Notes

Improvements to the Document Application tool

Application profile documents and application documents generated by the Document Application tool have been improved to present information in a more logical order based on how the application was built (for example, by case life-cycle management). Also, these types of documents now include all specifications linked with an implementation rule, presented in logical order under the implementation rule.

In addition, to help you more efficiently drive decisions by stakeholders, you can specify whether to include related built-on application layer assets in application profile documents and application documents. For specification documents, you can specify whether to include specifications from the built-on application layer.

For more information, see Document Application tool.

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.

Associate specifications on implementation rule forms

You can now view, add, and delete the specifications that are associated with a rule on the new Specifications tab of most rule forms. The Specifications tab is available for almost all implementation rules, except for administrative and deprecated rule types. By associating specifications with the rules that implement them, you improve the end-to-end traceability of your specifications.

For more information, see Associating specifications on implementation rule forms.

Configure additional email accounts for Pulse notifications

You can now configure individual email accounts for each application for which you want to send Pulse email notifications. For example, you can configure a specific email account to send Pulse notifications for an HR Services application, a Release Management application, and so on.

For more information, see Configuring Pulse notifications on additional email accounts. 

Enhancements to email approvals in a case

The following enhancements have been made to email approvals in a case:

• In Designer Studio, you can quickly access the correspondence rule to customize the email template by clicking the Configure email template link on an approval step.
• In Designer Studio, you can add or remove the fields that are displayed in the approval email by customizing the associated Review view.
• In Case Designer, you can now quickly enable email approval when you click an approval step and route it to another user without having to switch to Process Modeler if you are working Designer Studio or switching to Designer Studio if you are working in express mode.
• Recipients of email approvals can quickly open cases by clicking the links to the related cases that are provided in the emails.

For more information, see Email approval enhancements in a case type.

Approval emails now contain links to cases

Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.

Email approval and instantiation not supported on multitenant systems

The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.

Text area field supports rich text

You can now configure a text area field on a form to collect plain or rich text from users at run time. By customizing the way that users provide information, you can create cases that display data in different formats and styles.

For more information about the supported options for text area fields, see:

• Configuring a text area field
• Storage and display of fields

New URL field type on forms

You can now add a URL field to a form to display a link at run time. By using this field type, you can integrate a case with external resources, such as documents and web pages.

For more information about the URL field type, see:

• Adding a single-value field to a form
• Adding a single-value field to your data model
• Storage and display of fields

Improved performance in Process Modeler

Process Modeler has been enhanced to be faster, more responsive, and easier to use. Opening a canvas is 10 to 35 times faster on flows with 200 shapes.

Enhancements include:

• Smart guides to help you align shapes
• New cursors that indicate what you can and cannot do
• A WYSIWYG display when you move shapes
• Real-time preview when you swap swimlanes
• A visible grid when grid snapping is on
• Actual shapes are dragged instead of a silhouette of the shape
• Shapes are highlighted in real time when you draw over a selection of many shapes
• Right-click menu for controlling shape distribution and alignment
• Keyboard shortcuts
• Combined panning and zooming
• Swimlanes pick up shapes when you move a swimlane over them