Published Release Notes

View mini user profiles in Pulse

You can now view mini profiles of users who post messages and users who are referenced in Pulse, by clicking the name of the user. A mini profile contains the user's job title, reporting manager, organization, and links to call and send email to the user. By seeing a brief overview of a user profile, you can access important information about users and contact them more quickly.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

Use spaces to collaborate with users

You can now collaborate with other users in your application on a specific area of interest by using spaces. By restricting the discussion of certain topics to the users of a space, you can avoid broadcasting irrelevant messages to all users in your application.

For more information, see:

• App Studio – Collaborating with users by using spaces
• Dev Studio – Collaborating with users by using spaces

Collaborate on shared content by using documents

You can now share additional information about cases with all users in your application by using documents. Documents enable you to view shared content on a landing page and collaborate on the content with other users in Pulse so that you can resolve cases more quickly.

For more information, see:

• App Studio – Collaborating on shared content by using documents
• Dev Studio – Collaborating on shared content by using documents

Ability to search case attachments in Pega Cloud Services

File repositories in Pega Cloud Services are now indexed. Indexing allows your application users to search case attachments from end user portals based on content and metadata.

Case notification enhancements

Pega Platform™ now supports creating case notifications directly in Case Designer in App Studio and Dev Studio, so that you do not need to create a notification rule first and then provide the rule name in a case. You can speed up and simplify case creation by specifying recipients for each notification, without the need to create a data page for the recipients. Push notifications and email subjects can now also include properties, for example, a case ID or a goal and deadline.

For more information, see Sending event notifications from cases in Dev Studio, Sending event notifications from cases in App Studio.

Improved and simplified field-level auditing

To track the progress of your work and maintain the compliance of your cases, both App Studio and Dev Studio now support field-level auditing for case fields. Your application tracks and displays information about user updates to scalar fields, field groups, and field group lists, at any level of your case data model. For example, you can check previous and current field values, the last user to change the values, and the time of their modification. 

For more information, see Track changes in cases with improved field-level auditing (8.4), Enabling field-level auditing in Dev Studio, Enabling field-level auditing in App Studio.   

Creation of case documents in a case life cycle

To save time and further automate your business processes, Pega Platform™ now supports generating case documents as part of the case life cycle. You can ensure that the documents include all necessary information by first creating a document template in a word processor. When you create a template, you add dynamic tags that your application populates with relevant data unique to each case, for example, the case ID and current date. To make your documentation more meaningful, you can also include attachments.

For more information, see Generate case documents in a case life cycle (8.4), Generating case documents in Dev Studio, Generating case documents in App Studio.

Pulse configurations in the case type settings

In both App Studio and Dev Studio you can now configure Pulse in a simplified and user-friendly way, in the case type settings. Add Pulse posts to cases, define default and add new feed sources, and then customize the Pulse label, all without performing advanced actions, such as configuring sections. You can also define visibility conditions for each post type.

For more information, see Start collaborating faster with simplified Pulse configuration (8.4), Configuring Pulse for case types in Dev Studio, Configuring Pulse for case types in App Studio.