Published Release Notes

Logic-based assignment routing

You can now define business logic that controls when and by whom an assignment is processed in a case. By routing assignments to a specific user or group of users, you can help ensure that cases are resolved faster.

For more information, see Logic-based assignment routing.

Robotic Process Automation (RPA) support for Pega 7 applications

You can now use Robotic Process Automation (RPA) to automate repetitive and unattended back-office activities directly from your Pega 7 application. By using RPA with your application, you can batch process large volumes of cases faster and with fewer errors compared with manual case processing. You configure the automations in Pega Robotics Automation Studio.

For example, when an automobile insurance claim is submitted, an automation can analyze the submitted information, look up and verify policy holder information, and update web and desktop applications with case information.

For more information, see:

• Integration of desktop automations with your Pega 7 application
• Robotic Process Automation

Improvements to guided tour creation

Usability improvements to creating and managing guided tours enable you to more efficiently create tours that introduce the key features of your application. Now, you configure the Manage guided tour action on a control to start, continue, or dismiss a tour, instead of specifying an API script.

For more information, see Managing a guided tour.

Upgrade utility for Get Next Work performance

You can run a utility to upgrade Get Next Work processing to more quickly process assignments that were created in versions of the Pega 7 Platform earlier than 7.2.2. Performance is automatically improved on new installations.

For more information, see Upgrading Get Next Work performance.

Create case and Wait smart shapes available in Case Designer

Two smart shapes have been added in Case Designer. Use the Create case smart shape in a case step to create another case, a child case, or multiple child cases. Use the Wait smart shape to pause the process of a case under specified conditions.

For more information, see Adding a preconfigured step to a process.

Stakeholder management extended to case followers

You can now control which users follow a case. By actively involving the people with relevant skills and roles in your application, you can resolve cases more quickly.

For more information, see Case followers.

Pulse enhancements

The enhanced layout of the Pulse interface provides a better user experience for posting messages, adding attachments, bookmarking content, and so on. You can now post messages in your activity feed, format messages, add inline images and links to messages, reference cases, and view the list of users who like messages. The Pulse email templates have also been improved to display email content in a coherent and structured format.

For more information, see:

• Pega Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

View attachments inline

You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.

For more information, see Inline preview of attachments.

Edit icons and titles for messages in the activity feed

You can now edit the icons and titles of messages that are displayed in the activity feed for Pulse by customizing the pxFeed Pulse gadget. For example, to inform other users of an application about important Twitter updates that are related to the organization, you can create a message that displays a Twitter icon and a title of Twitter updates.

For more information, see Pulse enhancements for social collaboration.

Activity feed displays application messages

The activity feed for Pulse now displays messages within the context of the application of the logged-in user. If a user posts messages within the context of the application, all the users of the application can view the messages in their activity feed. Users can select the filter for application messages to view only these messages. For example, application messages can be used for release announcements.

For more information, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration