New field types in Form Builder
Valid from Pega Version 7.1.9
You can create forms in Form Builder that include the following field types:
- Data reference – Prompts users with a list of data records or instances of a specific data type.
- User reference – Prompts users to select or search for an existing user in the application.
For more information, see Data references in Form Builder and User references in Form Builder.
Reusable components in Form Builder
Valid from Pega Version 7.1.9
You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.
For more information, see Reuse fields panel in Form Builder.
Search field type is deprecated
Valid from Pega Version 7.1.9
The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.
For the full list of supported field types in Form Builder, see Supported display modes by field type.
Support for enterprise and express applications
Valid from Pega Version 7.1.9
When you run the New Application wizard, you can create two types of applications:
- Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
By default, enterprise applications are developed in Designer Studio, but users have access to express mode. - Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.
For more information, see Express applications.
Design templates in Pega Express
Valid from Pega Version 7.2.1
You can now use design templates to control the layout of form fields in Pega Express. Use the form builder Layouts tab to select a layout for the form and organize the fields in the layout regions.
For more information, see Adding a design template to a form in Pega Express.
Configure additional email accounts for Pulse notifications
Valid from Pega Version 7.2.1
You can now configure individual email accounts for each application for which you want to send Pulse email notifications. For example, you can configure a specific email account to send Pulse notifications for an HR Services application, a Release Management application, and so on.
For more information, see Configuring Pulse notifications on additional email accounts.
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.
Approval emails now contain links to cases
Valid from Pega Version 7.2.1
Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.
Email approval and instantiation not supported on multitenant systems
Valid from Pega Version 7.2.1
The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.
Text area field supports rich text
Valid from Pega Version 7.2.1
You can now configure a text area field on a form to collect plain or rich text from users at run time. By customizing the way that users provide information, you can create cases that display data in different formats and styles.
For more information about the supported options for text area fields, see: