Published Release Notes

Easily configure the live and interactive map control

The AddressMap control has been enhanced with a text input field so that users can mark a location on a map.

For example, an insurance adjuster can indicate the location of the accident when filing a case. By selecting Allow marker repositioning to change address value and dragging the marker pin, the Text Input field is automatically updated.

Quickly attach a file to a case directly on a user form

In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.

For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.

Enhanced form configuration reuse

In Case Designer you can reuse existing form fields when configuring forms. You can browse a set of existing fields and add them to the form by clicking an icon or by dragging and dropping. You can drill down through field levels to add embedded field levels. Fields are also searchable.

Quickly preview laptop, tablet, and phone views for Case Manager portals

You can use the Mobile preview item from the Operator menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.

For more information, see Mobile browser preview for laptops, tablets, and phones.

Guided tours can be started automatically

You can configure a guided tour to start automatically by using the pxGuidedTourAutoStart control. You can configure the control to start a tour the first time or every time a user visits the screen where the control is used.

For more information, see Automatically start guided tours.

Faster, contextual editing of case types

Case Designer now includes a contextual property panel that helps you to quickly configure behavior in your case type. It supports case-wide properties, stage properties, and properties that are specific to an individual step.

When you click a stage or step in your case type, only relevant fields and controls are displayed, allowing you to stay focused and make decisions faster. Online help is also integrated with the property panel to give you just-in-time information.

For more information, see Contextual property panel in Case Designer.

Simplified creation of case types

A wizard is now available in the Case Type Explorer that walks you through the process of creating a case type. Helper text and default values gradually introduce you to stage-based case types to facilitate your transition from the wizard to Case Designer. To run the wizard, click Add a case type or select Add a child case type from the menu of an existing case type in the Case Type Explorer.

For more information about this wizard, see Case type wizard in the Case Type Explorer. 

Enhanced options for resolution stages

When configuring a stage that resolves cases in Case Designer, you can now:

• Create a new resolution status.
• Select the status that is assigned to a case when it completes the last step in the stage.
• Instruct your application to close all open assignments when a case is resolved.

At run time, the audit trail of a case includes entries that capture the time that the case was resolved and open assignments were closed. To access the configuration options for a resolution stage, click Resolve the case on the General tab of the contextual property panel in Case Designer.

For more information about configuring a resolution stage, see Options for a stage that resolves cases.

Class structure expanded for surveys and questions

You can now create surveys and questions at any class level. Because there is no longer a restriction on which class of flows can use the Survey and Question smart shapes, you can create more contextual surveys that reference embedded properties, or instances of classes, that you define outside the Work- class structure.

For more information about using the Survey or Question smart shapes in a flow, see Integration methods for surveys.

Locatable pages are deprecated

Locatable pages are deprecated. Use a data page instead. Data pages provide improved performance. When you save a rule that has a Locate Page Activity or when you create an activity of type Locate page, a guardrail warning is displayed indicating that this feature has been deprecated.

For information about data pages, see Data pages.