Published Release Notes

Where-Am-I? includes stage and step progress

In stage-based case management applications, the Where-Am-I? display includes a read-only presentation of primary stage and step shapes. Green checkmarks indicate completed steps. A red arrow indicates the current step.

Stop active processes on stage exit

The Change Stage smart shape provides a "Remove processes on exit stage" option that stops all active processes in a stage when a case leaves it. The system removes the stage's open assignments from user forms.

Standard page lists for attachments

The following new standard page lists allow you to easily reference attachments in your designs:

• pyAttachments — Holds a list of attachments of the current case.
• pyAttachmentCategoriesList — Holds a list of attachment categories of the current case. This property can be used to fetch the attachment information by category (pyAttachmentsByCategory).
• pyAttachmentsByCategory — Holds a list of attachments for the category set in the pyAttachmentCategory property in the current case.

When a user or system adds an attachment, the system automatically associates the page lists with the case, and populates them when the properties are referred to.

Creating an attachment category in a case type record automatically creates a property reference. See Redesigned Attachment Categories tab on Case Type record.

In addition, you validate the existence of an attachment by referencing the new function alias pxIsAttachmentOfCategoryInCase in a validate record. For example, you can use the properties and a validate record for building when logic that makes it necessary for a user to attach a document of category "SECCompliance" before the case can enter a stage.

Redesigned Attachment Categories tab

The Attachment Categories tab on the case type record has been redesigned as follows:

• In the Category field, you can associate case types with a case by selecting one in the application ruleset stack, or create a new one by typing a name in the field.
  
  When you add a category to the list and save the record, the system automatically generates a page list property that that can be used to easily reference attachments by category.
  
  ​In the example shown below, the page list property AuditComplianceAttachments can be used to access a list of attachments in the Audit Compliance category.
  

For ease of use during your design session, you can access this functionality using the "Attachments" option on the Case Designer Details tab.

The new function alias pxIsAttachmentOfCategoryInCase checks if an attachment of a particular category is attached to a case.

• Auto-Attach capabilities are deprecated but still supported. The tab displays a read-only list of attachments that were configured with this feature in previous releases.
  • To remove this capability, delete the item.
  • For new development, use the Attach Content smart shape in your process diagram.

Update forms directly from Stages and Processes tab

For single-step assignments, you can create a user form or update an existing form's fields directly from the Stages and Processes tab. This feature enables you to create or configure the form without having to work in the Assignment shape property panel in the process outline.

When you select "Configure form" in the step menu, you can add or update the form fields in the Form Configuration dialog. When you submit your edits, the system updates an existing form, or creates a new flow action, section, and data properties. The system associates the form with the assignment automatically.

Generate a Declare Expression from a calculation

When designating a property as a calculated value in the Form Configuration dialog, a Calculation dialog enables you to enter a calculation and automatically create a Declare Expression.

If you have already entered a Declare Expression, the dialog lets you open the record by clicking a link.

Add a form during runtime

At runtime, you can specify or create a user form (consisting of a flow action, section, and data properties) when arriving at a new assignment that does not have a defined form. The action area provides you with a Yes, I'll add a form now button.

When you click the button, you can select an existing form or to create a new one.

After you've added the form, the assignment references it and displays it, allowing you to process the work and advance the case. The new flow action is attached to the connector exiting the assignment.

Preconfigured Approval step

A preconfigured Approval step is available from the Step Configuration dialog on the Case Designer Stages and Processes tab. From this tab, you can define the approval type, the approver(s), and the actions the system takes. There are two approval types:

• A single approval that advances a case to a manager or operator.
• A cascading approval that advances the case according to a preconfigured list of operators or a management hierarchy.

You can also enable email approval so that the step automatically sends email to the approving party or parties. When the approver responds with an email indicating to either approve or reject, the system performs the actions defined in the dialog.

Streamlined Form Configuration dialog

The Form Configuration dialog presents an easy to use interface for managing fields in user forms. New features and capabilities include the following:

• You can create a field by entering its short description, field type, and attributes without having to open a property form.
• The list of available field types has been simplified and organized into two groups: Single Value and Complex Types (page and page list).
• Single value fields are configured and labeled so business users can more easily understand their purpose. For example, a currency field represents a decimal property type that is displayed in a currency control.
• When adding a calculated value, you can create a simple Declare Expression directly from the mode field. See Use the Form Configuration dialog to automatically create a Declare Expression.
• When adding a dropdown field, you can specify the list's choices directly in a pop-up dialog. The system automatically creates the property and populates the values in a Prompt List table.
  
• When adding a page or page list, the system automatically creates a new data type. Alternatively, you can reuse an existing data type by clicking the gear icon to display a Data Type dialog. If the data type selected has data pages defined on it, you can set the field to be automatically sourced at runtime. Once finished, the system will automatically select fields from the data type for you to reuse.

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.