Improved modularity of case life cycles
Valid from Pega Version 7.2
You can add processes to a stage in the life cycle of a case. By organizing related steps into processes, you can design a life cycle that is modular and easy to reuse. This change also makes it easier for stakeholders to understand the flow of events when reviewing your case types.
For more information, see Modular life cycles for cases.
Quickly make a calculation based on a repeating field group
Valid from Pega Version 7.2
After you add a calculated (read-only) field to a form, you can create simple calculations that reference numeric fields within repeating groups. The expression can use common functions (Sum of, Average of, Minimum of, or Maximum of) or can be a custom expression.
For more information, see Calculations based on a repeating field group.
Add validation to fields on a form
Valid from Pega Version 7.2
You can now validate the values of single-value fields when you build a form. You can also provide messages that are displayed to users when any condition fails.
For more information, see Field validation on a form.
Cannot view all custom context posts in Pulse
Valid from Pega Version 7.2
When you use Pulse in a custom context, the custom context label is displayed as plain text instead of as a link that you can click to view all posts that are associated with the custom context.
For more information about Pulse, see the help topic Pulse.
Processes run by default when a stage is restarted
Valid from Pega Version 7.2
The Run on re-entry check box in Case Designer has been removed. As a result of this change, processes run by default each time that a stage is restarted. Users who previously had this check box cleared can use the Start when option in Case Designer instead to define the criteria for skipping a process.
For more information, see Adding a process to a stage.
Create and associate specifications in Case Designer
Valid from Pega Version 7.2
You can now create and associate specifications with steps and user forms when you design a case in Case Designer. You can reuse the specifications in the current case and other case types. By defining specifications, you can generate a more meaningful application profile document.
For more information, see Associating a specification with a step, Associating a specification with a user form and Enhancements to the Direct Capture of Objectives.
Redesigned tool for documenting your applications
Valid from Pega Version 7.2
Use the newly designed Document Application tool to generate application profile documents, application documents, and specification documents. The Document Application tool provides a streamlined landing page for all document types, including custom templates, and replaces the Application Document wizard.
For more information, see Document Application tool and Enhancements to the Direct Capture of Objectives.
Conversion of single-step assignments is no longer required
Valid from Pega Version 7.2
You no longer need to create a single-step assignment in a case type and then convert it to another supported step type. Instead, you can use the + Add step option in Case Designer to add any step type directly to a process in a stage. This change delivers a more consistent experience to users who are working in Case Designer and Process Modeler.
The following table lists the step labels in Case Designer that were updated to support this change.
Step label in previous versions | Step label in Pega 7.2 |
|---|---|
| Single-step assignment | Collect information |
| Approval | Approve/Reject |
| Attachment | Attach Content |
| Case | Create Cases |
For more information, see Adding a step to a process in a stage.
Team management
Valid from Pega Version 7.2
As a case manager or manager of a team, you can manage all your teams and direct reports on the My Teams page in Case Manager. You can create teams or delete existing ones, as well as update team membership and work queues assigned to the team. You can also update and manage workload, time off, and skills information for individual team members. Social collaboration through Pulse is also available for both teams and individual users.
For more information, see Managing team information and work queues.
Improvements to the Document Application tool
Valid from Pega Version 7.2.1
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.