Task board enhancements for improved tracking of tasks
Valid from Pega Version 8.3
App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.
For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.
Default filter settings for Pulse feed sources
Valid from Pega Version 8.3
Set default filters for Pulse messages, so that users see only relevant posts. Users can temporarily change these settings at run time to view messages from different feed sources, and restore the default settings by refreshing the page.
For more information, see Adding a feed source for the activity feed.
Improved creation of When rules with the condition builder
Valid from Pega Version 8.3
Define conditions for When rules by using the condition builder view. You can create new or select existing values, and then group conditions with ANDs, ORs, or advanced logic. The condition builder does not support functions; the method for defining the conditions to use functions is the same as in the previous versions of Pega Platform™.
For more information, see Defining conditions with a condition builder, Defining conditions for a When rule.
Enhancements to email approvals in a case
Valid from Pega Version 7.2.1
The following enhancements have been made to email approvals in a case:
- In Designer Studio, you can quickly access the correspondence rule to customize the email template by clicking the Configure email template link on an approval step.
- In Designer Studio, you can add or remove the fields that are displayed in the approval email by customizing the associated Review view.
- In Case Designer, you can now quickly enable email approval when you click an approval step and route it to another user without having to switch to Process Modeler if you are working Designer Studio or switching to Designer Studio if you are working in express mode.
- Recipients of email approvals can quickly open cases by clicking the links to the related cases that are provided in the emails.
For more information, see Email approval enhancements in a case type.