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.
Business logic routing of approval steps
Valid from Pega Version 8.5
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
Valid from Pega Version 8.5
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.