Label changes to field types in Case Designer
Valid from Pega Version 7.2
The following field types have been renamed in Case Designer to be consistent with Data Designer and other areas of the Pega 7 Platform.
| Label in previous versions | Label in Pega 7.2 |
|---|---|
| Text | Text (single line) |
| Text (multiple lines) | Text (paragraph) |
| Check box | Boolean |
| Date and time | Date & time |
| Date | Date only |
| Drop down | Picklist |
| Number (integer) | Integer |
| Number (decimal) | Decimal |
Users who upgrade from versions prior to Pega 7.2 do not have to take any action because the label changes are cosmetic and do not affect the underlying controls or property types that support form building.
For more information about the field types that you can use when building a form, see Storage and display of single-value fields.
Process Outline view is unavailable
Valid from Pega Version 7.2
Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.
For more information, see Designing a case type and Diagram tab on the Flow form.
New location for case-type settings
Valid from Pega Version 7.2
The configuration options for case-type settings have been moved from the property panel to the Settings tab in Case Designer. This change separates behavioral settings from life-cycle settings so that you can stay focused as you design your case types.
For more information, see Configuring case-type behavior.
No private posts in new Pulse gadget
Valid from Pega Version 7.2
The new Pulse gadget does not support private posts. When you upgrade to the new gadget, any private posts of the following types that you created by using the previous version of the gadget become public.
- Operator posts
- Case posts
- Posts that used the generic pxPostMessage API with private posts enabled
- Posts that used the Pulse smart shape in PRPC 6.3 or earlier with private posts enabled
For more information about the new Pulse gadgets for developers, Pulse gadgets and custom APIs.
For more information about the using the new Pulse gadget, see Communicating with 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.
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.
pxFeed replaces pxContextFeed and pxActivityFeed Pulse gadgets
Valid from Pega Version 7.4
The pxContextFeed and pxActivityFeed gadgets have been replaced by the pxFeed gadget to integrate the functionalities of viewing and posting messages in the Pulse activity feed. You can include this gadget within a section or harness across your application, for example, in the dashboard of the Case Manager portal, to display the activity feed. You must add the latest UI Kit ruleset to ensure that your application uses the pxFeed gadget instead of the pxContextFeed and pxActivityFeed gadgets to generate the activity feed.
For more information, see Pulse gadget and custom APIs.
Survey rules are deprecated
Valid from Pega Version 7.4
Surveys that were created prior to version 7.4 of Pega Platform are now deprecated. As a best practice, recreate your survey by using the Survey Management landing page, and then reuse questions or question pages from your survey library.
For more information about creating surveys, see Improved survey authoring.
Questionnaire shape replaces Survey shape in legacy flows
Valid from Pega Version 7.4
In flows that reference deprecated surveys, the Questionnaire shape has replaced the Survey shape. Although legacy surveys continue to function in this release, update your flows to use the Survey shape because it provides the latest survey capabilities, and deprecated features are not supported.
For more information about the new survey authoring experience, see Improved survey authoring.
Add message header fields to the service email for Pulse email replies
Valid from Pega Version 7.4
The pzCreatePulseReply service email rule now has these additional fields in the message header: Message–ID, In–Reply–To, and References. As a result, the system interacts with email clients by using email headers when users reply to Pulse emails. If you configured a service email for replies to Pulse email notifications, add these fields to the service email to allow the system to post the replies in Pulse. If you are creating a service email, ensure that the message header and data have the same values as the values in pzCreatePulseReply.
For more information, see Enabling users to respond to Pulse email notifications.