Published Release Notes

Discontinued support for list view and summary view rules

The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.

You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.

Process Outline view is unavailable

Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.

For more information, see Designing a case type and Diagram tab on the Flow form.

Access views in one location

You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.

For more information, see Views in a case type.

Access views in one location

You can access the relevant views for your case type in one place. By using the Viewstab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.

For more information, see Views in a case type.

View external data entities in one location

The External Data Entities landing page provides a consolidated view of all the existing data entities in your product. You can access this page by clicking Designer Studio > Data Model > View external data entities. Use this landing page to identify the data sources that are readily available to use and the sources that need to be replaced with production data sources.

Cannot view all custom context posts in Pulse

When you use Pulse in a custom context, the custom context label is displayed as plain text instead of as a link that you can click to view all posts that are associated with the custom context.

For more information about Pulse, see the help topic Pulse.

Quickly preview laptop, tablet, and phone views for Case Manager portals

You can use the Mobile preview item from the Operator menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.

For more information, see Mobile browser preview for laptops, tablets, and phones.

Case Manager option for searching only attachments

Case Manager search now has an option to search only case attachments. When you search attachments, a new column in the search results displays a paperclip icon with the number of attachments that match the search string. You can click the number to display a list of matching attachments for the selected case.

Manage versions of case attachments in CMIS repositories

You can now access, store, and manage versions of case attachments by using external ECM repositories that support CMIS. You can check out, lock, and locally edit a case attachment that is stored in an external ECM repository that supports CMIS. You can also check in the case attachment to create a new version of the attachment.

For more information, see Case attachment versions in CMIS repositories.

Quickly attach a file to a case directly on a user form

In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.

For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.