Published Release Notes

Enhancements to email approvals in a case

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.

Approval emails now contain links to cases

Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.

New graphical framework for the Event Strategy rule form

The Event Strategy rule form introduces a new graphical framework that includes redesigned strategy shapes, improved navigation, and faster response time when building a strategy. These changes contribute to creating a more functional and engaging environment that allows strategy designers to successfully develop and maintain event strategy rules.

For more information, see Event Strategy rule type enhancements.

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.

State management support for data flows that run event strategies

You can now store the state of your data flow work items that contain event strategies in the Cassandra database of the decision data store. With this solution, you can recover the event strategy state without any loss of data. You can also pause and resume active data flows that invoke event strategies.

For more information, see Event Strategy rule type enhancements.

Quick and customized data imports

You can now quickly add, update, or delete data records for your data types by uploading .csv files that contain a large number of records. The bulk import process allows you to import data from a variety of sources and gives you more control over your data. You can customize this process by overriding a data transform to add purposes, a section to add fields, and an activity to define the logic for each purpose.

For more information, see Data import customization.

DocuSign integration

You can now integrate DocuSign with your Pega 7 Platform application to collect digital signatures during case processing. You can make a signature request to DocuSign by adding the Send via DocuSign smart shape to your flow. You can customize your request by overriding the data transforms that are used to make a successful signature request to DocuSign.

For more information, see Integrating DocuSign with the Pega Platform.

Email approval and instantiation not supported on multitenant systems

The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.

Text area field supports rich text

You can now configure a text area field on a form to collect plain or rich text from users at run time. By customizing the way that users provide information, you can create cases that display data in different formats and styles.

For more information about the supported options for text area fields, see:

• Configuring a text area field
• Storage and display of fields

New URL field type on forms

You can now add a URL field to a form to display a link at run time. By using this field type, you can integrate a case with external resources, such as documents and web pages.

For more information about the URL field type, see:

• Adding a single-value field to a form
• Adding a single-value field to your data model
• Storage and display of fields