Published Release Notes

Enhanced approach for defining user actions

You can now define user actions, such as local actions and supporting processes for case types and stages, by clicking Optional actions on the Workflow tab. You can add user actions for case types in the Case wide actions section and for stages in the Stage-only actions section.

For more information, see User actions for case types and stages.

Life cycle tab renamed to Workflow

The Life cycle tab for case types has been renamed to Workflow. On the Workflow tab, you can define a life cycle for case types by clicking Life cycle, and you can define user actions for case types and stages by clicking Optional actions.

For information about defining a life cycle for a case type, see:

• Pega Express 7.3.1 – Defining a life cycle for a case type
• Pega Platform 7.3.1 – Defining a life cycle for a case type

For information about user actions, see:

• Pega Express 7.3.1 – User actions
• Pega Platform 7.3.1 – User actions

Create simple URLs for work objects

You can now represent your work objects with simple URLs by using the new URL Mappings rule. Simple URLs are meaningful and easy to share with others, and improve collaboration between users of the same Pega^® Platform application. You can define different URL patterns to use in your application for your work objects (cases), reports, landing pages, or others. You can also generate canonical URLs for your case types to make all instances of these case types searchable by third-party search engines. To enable search engine indexing, a link tag is added to your case object harness.

For more information, see URL Mappings.

Enhanced activity feed for Pulse displays messages

The activity feed for Pulse has been enhanced to display replies to messages that you have posted, messages on cases that you are following, messages in which you are referenced, messages posted on your user profile, messages by users that you are following, and messages that you have bookmarked. You can filter the activity feed to display the messages that you want to view.

For information about Pulse enhancements, see:

• Pega Express 7.3.1 – Communicating with Pulse
• Pega Platform 7.3.1 – Pulse enhancements for social collaboration

Define property value criteria for stage entry

You can now define the criteria that property values must meet to enter a stage, by clicking Validations on the Data model tab of a case type. By validating the properties, you can ensure that a case contains relevant data before it enters a stage.

For more information, see Property condition requirements for stage entry.

Question template added to surveys

You can now import a question template to create multiple questions at once. By providing question data in a format that your application processes in bulk, you can speed up the development of your surveys.

For more information about the types of questions that you can import, see Question templates.

Support for advanced validation of embedded and referenced data

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

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

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

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.