Published Release Notes

Easily configure the live and interactive map control

The AddressMap control has been enhanced with a text input field so that users can mark a location on a map.

For example, an insurance adjuster can indicate the location of the accident when filing a case. By selecting Allow marker repositioning to change address value and dragging the marker pin, the Text Input field is automatically updated.

Quickly attach a file to a case directly on a user form

In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.

For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.

Enhanced form configuration reuse

In Case Designer you can reuse existing form fields when configuring forms. You can browse a set of existing fields and add them to the form by clicking an icon or by dragging and dropping. You can drill down through field levels to add embedded field levels. Fields are also searchable.

Quickly preview laptop, tablet, and phone views for Case Manager portals

You can use the Mobile preview item from the Operator menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.

For more information, see Mobile browser preview for laptops, tablets, and phones.

Guided tours can be started automatically

You can configure a guided tour to start automatically by using the pxGuidedTourAutoStart control. You can configure the control to start a tour the first time or every time a user visits the screen where the control is used.

For more information, see Automatically start guided tours.

Faster, contextual editing of case types

Case Designer now includes a contextual property panel that helps you to quickly configure behavior in your case type. It supports case-wide properties, stage properties, and properties that are specific to an individual step.

When you click a stage or step in your case type, only relevant fields and controls are displayed, allowing you to stay focused and make decisions faster. Online help is also integrated with the property panel to give you just-in-time information.

For more information, see Contextual property panel in Case Designer.

Simplified creation of case types

A wizard is now available in the Case Type Explorer that walks you through the process of creating a case type. Helper text and default values gradually introduce you to stage-based case types to facilitate your transition from the wizard to Case Designer. To run the wizard, click Add a case type or select Add a child case type from the menu of an existing case type in the Case Type Explorer.

For more information about this wizard, see Case type wizard in the Case Type Explorer. 

Enhanced options for resolution stages

When configuring a stage that resolves cases in Case Designer, you can now:

• Create a new resolution status.
• Select the status that is assigned to a case when it completes the last step in the stage.
• Instruct your application to close all open assignments when a case is resolved.

At run time, the audit trail of a case includes entries that capture the time that the case was resolved and open assignments were closed. To access the configuration options for a resolution stage, click Resolve the case on the General tab of the contextual property panel in Case Designer.

For more information about configuring a resolution stage, see Options for a stage that resolves cases.

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.