Improved view authoring
Valid from Pega Version 8.5
Case authoring in Cosmos React UI now features updated view authoring tools. The redesigned view tab and overlay provide a more intuitive interface for creating views, applying design templates, and adding fields and controls. This enhanced work environment improves the user experience and reduces context switching, which contributes to a lower development effort.
For more information, see Editing views in a case type.
Default views for cases and data objects
Valid from Pega Version 8.5
Pega Platform™ now generates default views for new case types and data objects. Because of this feature, your application now automatically creates a case summary and case details view for every new case type, and a list view for each data object. The default views automate a common recurring task, and improve productivity by reducing development effort.
Enhancements for fields in views and data models
Valid from Pega Version 8.5
Pega Platform™ now provides a unified experience of adding fields to views, the case type data model, and the application data model, by using an intuitive dialog box. For greater clarity, a new field type, data relationship, replaces data references, field groups, and field group lists. As a result, you can conveniently reuse data objects in your application.
When you upgrade to Pega 8.5, your system automatically converts your field groups, field group lists, and data references to data relationships. The case type data model now displays all the fields by default, including any referenced fields, and provides an application layer that contains each field. Use this functionality to view how the data is organized across your system.
For more information, see Define fields in data objects intuitively (8.5), Adding data relationships to fields and data models.
Pega Express application views simplify portal creation
Valid from Pega Version 7.2.1
Pega Express application views offer a simple, intuitive authoring experience for portals. Application view templates support responsive application development and offer mobile-specific templates. You can create portals by selecting from a predefined set of application view templates.
For more information, see Application views.
View and apply schema changes when upgrading or updating
Valid from Pega Version 7.2.1
When you upgrade or update, you can view the schema changes to the default work and history tables and apply the changes to your cloned tables. By applying the changes, you improve performance and can take advantage of the latest reports on those tables.
For information about viewing and applying schema changes as part of the upgrade or update, see the Pega 7 Platform Upgrade Guide or the Pega 7 Platform Update Guide.
For information about using the Designer Studio tool or the command-line tool, see Updating cloned tables after an upgrade or update.
Easy access to proposition-related rules when creating change requests in revision management
Valid from Pega Version 7.2.1
When selecting propositions for change requests in Decision Strategy Manager, you can view the proposition filter, strategy, and when rules that are associated with the decision data the selected propositions belong to. In addition, you can include those rules in change requests. To view and add any associated rules to a change request, the rules must be part of the application overlay. With the ability to view and select all proposition-related data, you can consistently revise not only propositions themselves but also all associated rules.
For more information, see Proposition-centric revision management functionality.
Store and source content in Box
Valid from Pega Version 7.2.1
You can now attach content from Box while working on a case in your application. You can attach files directly to your case or include them in a Pulse message. You can also store all the case and Pulse attachments in your application in Box. To enable content sourcing and storage in Box, configure the Content sourcing and Content storage sections on the Integration & security tab of your application rule.
For more information, see Storing and sourcing content in Box.
Reports with visualizations of performance and automation levels for the email bot
Valid from Pega Version 8.5
In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.
For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.
Default Create stage in a case life cycle
Valid from Pega Version 8.5
Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.
For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.
Device preview includes a configurable list of common mobile devices
Valid from Pega Version 7.2.1
Pega Express device preview displays your application in a simulated mobile device. By previewing your application, you can view the user experience on a desktop, tablet, or phone. You can select from a list of common devices or add devices to the list by editing Pega-DevicePreview-Device.
For more information, see Previewing an application on a mobile device.