Published Release Notes

Keyboard shortcuts added to Process Modeler

Keyboard shortcuts have been added to the Process Modeler. These shortcuts make the creation of flows easier and more efficient.

For more information, see Process Modeler keyboard shortcuts.

New notifications for case types

You can now enable email and push notifications for a case type to communicate an event, such as an expired service-level agreement, to users in your application. By calling attention to assignments in a case that require action, you can help users to resolve cases faster.

Assignments in upgraded flows automatically inherit the notification policy that is defined by the case type unless you provide a custom notification activity or explicitly disable notifications in the Assignment shape.

For more information, see: Case notifications.

Adjust case urgency in Case Designer

You can now provide an urgency when configuring the goal and deadline for a case type in Case Designer. By increasing the urgency of a case that has an expired service-level agreement, you can call attention to unresolved work in your application.

For more information, see Setting goals and deadlines for a case type.

Support for advanced validation conditions for fields on a form

You can now create complex conditions to validate fields on a form to ensure that a step proceeds only when user input meets expected values. Use the AND and OR operators inside conditions so that the conditions can reference more than one field.

For more information, see Advanced validation conditions for fields on a form.

Pega Survey documentation refers to deprecated field

The documentation for Pega^® Survey refers to the Answer Layout field on the Complex Question form, but this field is no longer supported. For more information about the question layout formats that Pega Survey supports, see Pega Survey.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Task board enhancements for improved tracking of tasks

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

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

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.