Post private messages in Pulse
Valid from Pega Version 8.1
You can now post messages in Pulse to initiate conversations with selected users within a context. By posting private messages, you can discuss specific topics with relevant users without broadcasting them to all users.
For more information, see:
- App Studio – Posting a message in Pulse
- Dev Studio – Posting a message in Pulse
Reference spaces and documents in Pulse
Valid from Pega Version 8.1
You can now reference spaces and documents when you post Pulse messages. By including a link in your Pulse message that opens a relevant space or application document, you can add context to a conversation.
For more information, see:
- App Studio – Adding a reference in Pulse
- Dev Studio – Adding a reference in Pulse
Add comments to feed source messages
Valid from Pega Version 8.1
Users can now post comments on messages from feed sources in their activity feed. By adding comments to these types of messages, users can discuss topics from internal or external data sources, for example, Twitter updates on their organization. You can configure a feed source to allow comments on messages from the source.
For more information, see Adding a feed source for the activity feed.
View mini user profiles in Pulse
Valid from Pega Version 8.1
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
Valid from Pega Version 8.1
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
Valid from Pega Version 8.1
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
Valid from Pega Version 8.1
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.
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.