View attachments inline
Valid from Pega Version 7.4
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.
Ability to annotate case attachments
Valid from Pega Version 7.4
Pega® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.
For more information, see Case attachment annotations.
Support for multiple attachments added to Pulse
Valid from Pega Version 7.4
You can now upload more than one attachment to posts and comments in Pulse. Because Pulse maintains the continuity of attachments in posts, email messages, and email notifications, you can use it to quickly follow conversations in a case.
For more information about the features that Pulse supports, see Communicating with Pulse.
View a record of Case Designer updates on the case type rule History tab
Valid from Pega Version 7.1.7
The History tab on case type rules now automatically records a history of rules edited or created from the Case Designer Stages & Processes tab. This feature allows system architects to review updates made by business analysts and other developers. It also allows business analysts to easily convey to fellow team members a record of configuration changes.
See More about Case Type rules.
Edit process-based case type flows in Case Designer Process Outline view
Valid from Pega Version 7.1.7
If your case type does not employ a stage-based design, you can now employ the Step Tree and other features available in Process Outline view to facilitate your design.
Click a process tile in the Stages & Processes tab to open the flow in Process Outline. In this example, the Graffitti report is selected.
Processes in Stages & Processes tab
The process opens in Process Outline view. Note that the tree view allows you to easily see and update the underlying shapes and subprocess that compose the Single Approval process.
Process in Process Outline view
Flow action and attachment category rule types moved to Process category
Valid from Pega Version 7.1.7
The flow action and attachment category rule types now appear in the Process category within the Record and Application Explorers. Previously, they were in the User Interface and Security categories, respectively.
Pulse enhancements
Valid from Pega Version 7.4
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
Activity feed displays application messages
Valid from Pega Version 7.4
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
Limited question and answer formats in new surveys
Valid from Pega Version 7.4
Complex questions and some answer formats for simple questions, such as attachment, are not supported by the new surveys that you create. Although you can create stand-alone questions in your survey library that use these formats, you can add these questions to legacy surveys only.
For more information about supported answer formats, see Answer formats for questions in a survey.
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.