Published Release Notes

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

Changes to the Attach Content control in Pega Client for Windows

Users who access offline-enabled Pega Platform™ applications from Pega Client for Windows can now use the Attach Content control within a case view to attach files with a native file picker control or take screenshots with a device camera. Images are immediately attached to the case, and image file names are based on a time stamp. If a device has no camera, the client skips the source selection step and the native file picker control opens.

For more information, see Harness and Sections forms – Adding an Attach Content control.

Support for sourcing case and Pulse attachments from repositories

You can now source case and Pulse attachments from repositories, which provides a complete solution for attachment management. In addition, unlike other external sourcing solutions, repositories do not require OAuth 2.0 authentication, so that you can connect to repositories that use non-interactive authentication.

For more information, see Configuring external sourcing options for attachments. 

Support for large binary data item storage in Pega Client for Windows

Pega Client for Windows can now store and synchronize large binary data items and their corresponding actions from the action queue. As a result, offline-enabled application users can view, attach, and delete data files from within a case view, whether the Windows-based device is online or offline. To use this feature, enable offline case attachment support, which allows offline-enabled applications to synchronize case attachments between Pega Platform™ and the device.

For more information, see Attach content support in offline mode and Enabling offline case attachments support.

Visualize application layers for case processes and sections

In App Studio, you can now easily visualize the application layers for case processes and sections, including work areas and views. When you click the Discover gadget for a case process or section, you are shown a visual representation of the application layers. You can open a layer in Dev Studio to see the rulesets and other attributes of an application.

For more information, see Discover gadget.

Identify Pega unit test cases associated with inactive or deleted rules

From the Application: Unit testing landing page, you can view a list of all Pega unit test cases that are associated with inactive or deleted rules in the currently included applications. You cannot use these test cases because they will always fail.

Either remove such test cases, or reactivate the rules that they are associated with.

For more information, see Application: Unit testing landing page.

Support for rich user interface controls in IVA for Web Chatbot

You can now use rich user interface controls in Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot because Pega Platform™ includes a framework for advanced user interface controls. You can use a date picker control and add file attachments while chatting with the chatbot. These features provide a richer and more robust user experience and they help the user accomplish tasks more quickly without the need for complex validation messages.

For more information, see Use rich user interface controls in Web Chatbot.

Enhancements to the AJAX container

It is now possible to set a document limit for an AJAX container, between 2 and 16 to control the number of documents opened by users. To reduce development time, you can also choose a new option to have no default view. The multidocument mode features tabbed navigation so that users can switch between open documents. A tabless container, on the other hand, includes an out-of-the-box navigation action for Home, which helps application users move within the portal.

For more information, see Configuring the AJAX container.

Add content to cases and spaces from external repositories

Provide meaningful content for your cases and spaces faster by attaching files from third-party repositories. Pega Platform™ now supports sourcing documents from external repositories that you configure in your application. You do not need to download documents first, and then upload them to your case or space.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Add varied content to a case with Recent content gadget

In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).