Reusable components in a case life cycle
Valid from Pega Version 7.2
You can easily add an existing process or user action to the life cycle of a case type. By reusing functionality in your application, you can reduce the time that it takes to configure a case type.
For more information, see Steps in the life cycle of a case.
Create and edit reports
Valid from Pega Version 7.2
In Pega Express, you can now create and edit reports for the case types in your application. You can use the new reporting features to modify the way information is displayed in a report and to sort and filter the data for different audiences.
For more information, see Creating reports and Editing reports.
Import specifications
Valid from Pega Version 7.2
In Pega Express, you can now import specifications from an Excel spreadsheet. Keeping specifications up-to-date helps you to generate a meaningful application profile document to share information about your project with stakeholders.
For more information, see Importing specifications.
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.
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.
Generate an application profile document
Valid from Pega Version 7.2
In Pega Express, you can now generate an application profile document to share information about your project with stakeholders. An application profile document contains business-related information that is associated with the implementation of a project, such as sizing estimates.
For more information, see Generating an application profile document and Enhancements to the Direct Capture of Objectives.
Redesigned tool for documenting your applications
Valid from Pega Version 7.2
Use the newly designed Document Application tool to generate application profile documents, application documents, and specification documents. The Document Application tool provides a streamlined landing page for all document types, including custom templates, and replaces the Application Document wizard.
For more information, see Document Application tool and Enhancements to the Direct Capture of Objectives.
New mobile capabilities in Pega Express
Valid from Pega Version 7.2
In Pega Express, you can now configure offline case types and quickly build a custom mobile app from the Mobile app tab in the settings. You can apply branding, use certificates, and take advantage of device capabilities such as geolocation tracking. If you set up signing certificates (Android, iOS) and provisioning profiles (iOS) for the custom mobile app in the Designer Studio, you can also access them in Pega Express.
For more information, see Building mobile apps.
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.