Published Release Notes

Organization Setup superseded by New Application Wizard

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

DCO

In this release, specification support in Case Designer was improved.  Also, improvements and fixes were made to the New Application Wizard.

• Changes were made to support a split schema environment
• Shared and Component RuleSets can be copied.
• Can edit in Word from either Grids or Lists.
• More than 50 case types are now supported for an application.

Attachment support for requirements

Requirements now support attachments. You can add attachments from the Designer Studio > Application > Profile > Requirements landing page, the Add/Edit Requirement modal, or the requirement rule form.

Enhanced document generation

The following usability improvements have been made to documents generated by the Application Document Wizard:

• Stages and Processes now appear for case types that use Case Lifecycle Management. This diagram includes hyperlinks to corresponding sections in the document and is scoped to top-level processes only.
  
• All flows (excluding pyStartCase) referenced by a case type now appear in documents. This removes previous constraints on non-starting, draft, and checked out flows.
• Entity Relationship Diagrams (ERDs) are now embedded in documents as Visio objects.
• Sections without content are omitted from the generated document.
• Screenshots are labeled.
• Requirement text (Long Description) is included in the Requirements Matrix section.
• Linked requirements appear in context beneath their associated specification.
• Acceptance Criteria appears in context beneath the associated specification, report, or correspondence item.

Stage-related audit notes

History notes for the following stage-related process steps appear on the user form's Audit tab:

• Automatic Stage Transition
• Manual Stage Transition
• Process Stage Transition
• Stage Skipped
• Stage Started

You can select the ones you want to turn off for a given case type by copying the standard decision tree Work-.FilterHistory to your application ruleset and updating the above parameter entries.

Redesigned Process Modeler property panels

Process Modeler property panels have been reorganized so that it's easier to find the properties and fields you're likely to want, and quickly create the configuration you need. To enhance ease of use:

• Tabs were eliminated.
• All fields are located on a single panel and are grouped by their function.
• The most commonly used fields appear at the top of the panel and are clearly visible.
• Field and functionality of interest to advanced users are organized into an expandable Advanced section positioned at the bottom of the panel.
• Business-friendly labels and headings, and instructional text make it easier for non-technical users to quickly understand the meaning and purpose of each field.

Quickly add an attachment step to your processes

The Attachment step allows you to quickly add an Attach Content subprocess to your flow. Once added, choose the attachment type and instructions to present to users:

Add search fields to forms

A Search field type is available in the Form Configuration dialog. This field enables users to search for and select a specific record from a list-type data page. Configuration is straightforward, as shown below:

At runtime, users search on the key field and any additional specified search fields. The user interface automatically refreshes, enabling dynamic results when selecting a search field.

Service level available for flows

Service level agreements can now be associated with individual flows. This feature is especially useful for establishing goals and deadlines for flows within a stage-based process. The setting is located on the flow record Process tab.