Published Release Notes

Create multistep forms for stages

In Case Designer, you can now create multistep forms for a stage. Create several focused and concise screens to capture the information from users instead of using a single long screen. For example, you can ask users for their personal details in one screen, and then ask them to describe their medical condition in a separate screen. When you create a multistep form, choose a template to determine how the users navigate between screens.

For more information, see Adding a multistep form to a stage (for Dev Studio), Adding a multistep form to a stage (for App Studio).

Additional case settings in App Studio

You can now make it easier to distinguish your case type from other case types by customizing its icon and selecting a unique case ID prefix in the General case settings.

You can also access Locking and Notifications case settings in App Studio without switching to Dev Studio.

For more information, see:

• Changing the case ID format
• Changing the case icon
• Managing concurrent access to a case
• Enabling case notifications

Configure search for duplicate cases in the step property panel

You can now configure the search for duplicate cases in the step property panel. Save time by specifying search criteria that effectively identify potential duplicate cases.

At run time, make sure that each case represents a unique request by deciding whether to close the case as a duplicate, based on the criteria by which the system marked the case as a potential duplicate, for example, a matching email address.

For more information, see:

• For Dev Studio: Finding duplicate cases
• For App Studio: Finding duplicate cases

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

Make important content visible by promoting spaces

Now you can make highly relevant content more visible and more easily accessible with promoted spaces. Highlight promoted spaces on a separate tab in spaces to ensure that the most relevant content is quickly available and clearly organized. Promoted spaces are available for every user; however, only users with Super Admin privileges can promote a space.

For more information, see Granting Super Admin privileges.

Support for advanced validation of embedded and referenced data

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

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.

Business logic routing of approval steps

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.

Default Create stage in a case life cycle

Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.

For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.