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.
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.
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.
Business logic-based routing to process cases more efficiently
Valid from Pega Version 8.3
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.
Task board enhancements for improved tracking of tasks
Valid from Pega Version 8.3
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.
Default filter settings for Pulse feed sources
Valid from Pega Version 8.3
Set default filters for Pulse messages, so that users see only relevant posts. Users can temporarily change these settings at run time to view messages from different feed sources, and restore the default settings by refreshing the page.
For more information, see Adding a feed source for the activity feed.
Improved creation of When rules with the condition builder
Valid from Pega Version 8.3
Define conditions for When rules by using the condition builder view. You can create new or select existing values, and then group conditions with ANDs, ORs, or advanced logic. The condition builder does not support functions; the method for defining the conditions to use functions is the same as in the previous versions of Pega Platform™.
For more information, see Defining conditions with a condition builder, Defining conditions for a When rule.
Support for advanced validation of embedded and referenced data
Valid from Pega Version 8.5
To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.
For more information, see Validating field values for stage entry.
Complete email and notification approval in App Studio
Valid from Pega Version 8.5
App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way.
For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.