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.
Enhanced data modeling
Valid from Pega Version 7.2
You can now create data types quickly in Pega Express. Use the enhanced Data Designer user interface to define the data model for your data types. More field types have been added, and they are categorized as simple, fancy, and complex to meet your data modeling needs.
For more information, see Data Designer enhancements.
Child case queries performance can be slow
Valid from Pega Version 7.2
Some customers have reported that performance is slow when they execute queries on child cases. This issue is often indicated by PEGA0005 (query time exceeded limit) alerts that can be correlated to these queries in the logs. To resolve the issue, add a database index to each of your work tables by using a multicolumn index on the pxCoverInsKey, pxObjClass, and pyStatusWork columns.
See Performance improvements for child case queries.
Updates to the Data Page rule form
Valid from Pega Version 7.2
You can use the enhanced Data Page rule form to specify the name of a source system in the System name field in the Data sources section. This field represents the name of the system that is associated with a data source. For example, if your data source is a REST connector that connects to an external weather service such as Google Weather API, you can enter Google Weather in the System name field for the data source. The system name is used to display the source systems for a data type on the External Data Entities landing page.
For more information, see Viewing external data entities.