Quickly make a calculation based on a repeating field group
Valid from Pega Version 7.2
After you add a calculated (read-only) field to a form, you can create simple calculations that reference numeric fields within repeating groups. The expression can use common functions (Sum of, Average of, Minimum of, or Maximum of) or can be a custom expression.
For more information, see Calculations based on a repeating field group.
Add validation to fields on a form
Valid from Pega Version 7.2
You can now validate the values of single-value fields when you build a form. You can also provide messages that are displayed to users when any condition fails.
For more information, see Field validation on a form.
Cannot view all custom context posts in Pulse
Valid from Pega Version 7.2
When you use Pulse in a custom context, the custom context label is displayed as plain text instead of as a link that you can click to view all posts that are associated with the custom context.
For more information about Pulse, see the help topic Pulse.
Processes run by default when a stage is restarted
Valid from Pega Version 7.2
The Run on re-entry check box in Case Designer has been removed. As a result of this change, processes run by default each time that a stage is restarted. Users who previously had this check box cleared can use the Start when option in Case Designer instead to define the criteria for skipping a process.
For more information, see Adding a process to a stage.
Create and associate specifications in Case Designer
Valid from Pega Version 7.2
You can now create and associate specifications with steps and user forms when you design a case in Case Designer. You can reuse the specifications in the current case and other case types. By defining specifications, you can generate a more meaningful application profile document.
For more information, see Associating a specification with a step, Associating a specification with a user form and Enhancements to the Direct Capture of Objectives.
Conversion of single-step assignments is no longer required
Valid from Pega Version 7.2
You no longer need to create a single-step assignment in a case type and then convert it to another supported step type. Instead, you can use the + Add step option in Case Designer to add any step type directly to a process in a stage. This change delivers a more consistent experience to users who are working in Case Designer and Process Modeler.
The following table lists the step labels in Case Designer that were updated to support this change.
Step label in previous versions | Step label in Pega 7.2 |
|---|---|
| Single-step assignment | Collect information |
| Approval | Approve/Reject |
| Attachment | Attach Content |
| Case | Create Cases |
For more information, see Adding a step to a process in a stage.
Team management
Valid from Pega Version 7.2
As a case manager or manager of a team, you can manage all your teams and direct reports on the My Teams page in Case Manager. You can create teams or delete existing ones, as well as update team membership and work queues assigned to the team. You can also update and manage workload, time off, and skills information for individual team members. Social collaboration through Pulse is also available for both teams and individual users.
For more information, see Managing team information and work queues.
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.