Case Manager option for searching only attachments
Valid from Pega Version 7.2
Case Manager search now has an option to search only case attachments. When you search attachments, a new column in the search results displays a paperclip icon with the number of attachments that match the search string. You can click the number to display a list of matching attachments for the selected case.
The Declarative Network display is now cross-browser compatible
Valid from Pega Version 7.2
The Declarative Network display can now be displayed on all browsers.
Label changes to field types in Case Designer
Valid from Pega Version 7.2
The following field types have been renamed in Case Designer to be consistent with Data Designer and other areas of the Pega 7 Platform.
| Label in previous versions | Label in Pega 7.2 |
|---|---|
| Text | Text (single line) |
| Text (multiple lines) | Text (paragraph) |
| Check box | Boolean |
| Date and time | Date & time |
| Date | Date only |
| Drop down | Picklist |
| Number (integer) | Integer |
| Number (decimal) | Decimal |
Users who upgrade from versions prior to Pega 7.2 do not have to take any action because the label changes are cosmetic and do not affect the underlying controls or property types that support form building.
For more information about the field types that you can use when building a form, see Storage and display of single-value fields.
New Pulse gadgets for developers
Valid from Pega Version 7.2
Pulse for the Pega 7 Platform provides two new gadgets: pxContextFeed and pxActivityFeed.
The pxContextFeed gadget is a section that you can integrate with your application. Users can use this gadget to communicate with other users by creating and sharing posts within a given context. You can also customize the gadget or build your own Pulse interface by using a number of APIs.
The pxActivityFeed gadget aggregates all the activity feeds for the cases that a user follows without requiring that individual cases for posts be viewed.
For more information, see the help topic Pulse gadgets and custom APIs.
New Pulse gadget for users
Valid from Pega Version 7.2
You can use Pulse to communicate and collaborate with other users. For example, in Pulse you can post messages, share files, select cases for which you want to receive emails, search for content, and view an activity feed in your dashboard that aggregates your Pulse posts.
For more information, see Pulse for social collaboration.
New types of steps in a process
Valid from Pega Version 7.2
You can add assignments, subprocesses, and preconfigured steps to a process in Case Designer. By using these new step types, you can quickly enhance your case life cycle and identify opportunities for reuse. This change also delivers a more consistent experience to users who are working in Case Designer and Process Modeler.
For more information, see Steps in the life cycle of a case.
Reusable components in a case life cycle
Valid from Pega Version 7.2
You can easily add an existing process or user action to the life cycle of a case type. By reusing functionality in your application, you can reduce the time that it takes to configure a case type.
For more information, see Steps in the life cycle of a case.
Process Outline view is unavailable
Valid from Pega Version 7.2
Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.
For more information, see Designing a case type and Diagram tab on the Flow form.
Simplified creation of case types
Valid from Pega Version 7.2
You can create a case type in a single step, which enables you to process cases and use Case Designer immediately. Because some features are now extracted from the process of creating a case type, you can gradually add complexity at your own pace. For a guided experience of adding a data model or life cycle to your case type, follow the prompts in Case Designer.
For more information, see Adding a case type to your application.
Data modeling in context for case types
Valid from Pega Version 7.2
You can access the part of your data model that is relevant to your context. By using the Data model tab in Case Designer, you can quickly add, remove, or configure the fields that are used by an individual case type.
For more information, see Data models for case types.