Published Release Notes

Enhanced Wait shape

Pega Platform™ now supports the enhanced Wait shape that configures the case to wait for the resolution of all child cases instead of only the child cases of a specific type. When you set up the Wait shape to stop a case until it reaches a certain status, you can decide whether the shape considers statuses from a whole case life cycle, or only the statuses after the wait begins. The enhanced Wait shape provides you with greater control over resolution of your cases. 

For more information, see Pausing and resuming processes in cases in Dev Studio, Pausing and resuming processes in cases in App Studio.

Wait and Create Case shapes support parameter passing

You can now pass property or parameter values to Wait and Create Case process modeler shapes, rather than use a hard-coded case type value to create a case.

Create case and Wait smart shapes are available for stage steps

You can design case types more efficiently by using smart shapes, which are steps with preconfigured functionality. Use the Create case step to create a case from an existing case type, or to create a new case type, and transfer information from the original case to the new one. Use the Wait step to pause case processing until another case reaches a specified status.

For more information, see Adding a preconfigured step to a process.

Create case and Wait smart shapes available in Case Designer

Two smart shapes have been added in Case Designer. Use the Create case smart shape in a case step to create another case, a child case, or multiple child cases. Use the Wait smart shape to pause the process of a case under specified conditions.

For more information, see Adding a preconfigured step to a process.

The Run Data Flow shape replaces the Run Interaction shape

The Run Interaction shape in flows has been replaced by the Run Data Flow shape to introduce a consistent way of making decisions and capturing responses. You can now run a single-case data flow by referencing the data flow in the Run Data Flow shape. The data flow must have an abstract input and abstract or dataset output.

For more information, see Running a decision strategy from a flow, About Data Flow rules and Interactions in flows are no longer supported by the Run Interaction shape.

New shape on the strategy canvas

The Strategy rule has been enhanced with the Embedded strategy shape, which simplifies the configuration of decisioning strategies that simultaneously apply to multiple types of audiences, for example, Devices, Households, and Subscribers. The Embedded strategy shape eliminates the need to switch between various classes to create a substrategy for each audience type that you want to target. Now, you can perform all configuration tasks on a single strategy canvas.

For more information, see Strategy components – Embedded strategy and Multilevel decisioning strategies.

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)

Create PDF Smart Shape supports orientation

The Create PDF Smart Shape contains settings that allow you to orient the PDF in a profile or landscape layout.

New shapes in the Event Strategy rule type

The Event Strategy rule type supports branching and merging of the data stream by using the new Split and Split and Join strategy shapes. You can now split your event strategy into several paths to identify multiple types of events with a single rule instance.

In addition, the Lookup shape replaces the Static Data shape. You can add static data anywhere in the strategy. For example, you can filter out irrelevant events, and then evoke static data for only the events that are relevant to the strategy.

For more information, see Event Strategy rule type enhancements.

New shape to preload a data page in a case

You can now use the Load data page shape to preload a data page before it displays information to a user in a case. By preloading a data page, you can more quickly display information to a user.

For more information, see Preloading a data page.