Published Release Notes

Enhanced search in the mobile channel

The search configuration now includes up to three additional secondary fields, such as the case ID, category, cost, date, owner, and active channel. The enhancement increases the usability of search on mobile apps and provides more contextual information in the search results.

For more information, see Adding a search gadget.

Control group configuration for predictions

You can now configure a control group for your predictions in Prediction Studio. Based on the control group, Prediction Studio calculates a lift score for each prediction that you can later use to monitor the success rate of your predictions.

For more information, see Customizing predictions.

Predictive Analytics Director portal

Predictive Analytics Director (PAD) has been integrated into Pega7, allowing you to develop and generate predictive models that can be used in strategies and process flows. The following new rulesets have been added to PegaDM to support this functionality: PredictiveAnalytics-IntSvcs, and PredictiveAnalytics-UI. For more information on rules using models generated by the Predictive Analytics Director portal, see About Predictive Model rules.

Offline capability in mobile applications

With Pega 7, mobile applications (apps) can be built with the offline capability enabled. Enabling the offline capability for an app means that a user can create a new case or complete any assignments from their worklist. Changes performed offline are automatically synchronized when the mobile app comes back online.

For more information, see Mobile offline capability.

Improve clipboard performance for Service REST

Improve clipboard performance in Service REST processing by using the new Lightweight clipboard mode option. This mode does not support all clipboard features.

For a list of supported and unsupported features, see Service REST form - Completing the Service tab.

Drag-and-drop functionality for lists and tables

Lists and optimized tables now support the reorganization of their content by reordering items. By configuring repeating dynamic layouts and tables to support drag-and-drop modifications, you enable users to move items between lists and within lists and tables. This enhancement ensures that you can create a flexible and dynamic user interface that helps users display and manage data.

The drag-and-drop functionality can also include custom actions that automate the processes that run when users move items.

For more information, see Configuring drag-and-drop functionality for lists and Configuring drag-and-drop functionality for tables.

Conditionally display a supporting process

You can now define a condition that causes a case to display a supporting process for the case type or for a stage in the case type. When the condition evaluates to false, the case does not list the process. Supporting processes require additional processing, and by skipping the processes that are not relevant, you can help users resolve cases more quickly.

For more information, see:

• App Studio – Conditionally displaying a supporting process
• Dev Studio – Conditionally displaying a supporting process

Send email notifications for goals and deadlines

You can now configure an assignment or approval in a case type to send email notifications to the users associated with the case when the goals and deadlines are not met. You can create the subject and content for the notification message. The system sends email notifications when the suggested and required completion times for an assignment or approval elapse. By notifying relevant users about goals and deadlines, you can ensure that service-level agreements are strictly enforced during case processing.

For more information, see:

• App Studio – Setting goals and deadlines for task completion
• Dev Studio – Setting goals and deadlines for task completion

Support for native search in custom mobile apps

To improve the overall user experience in a custom mobile app, you can configure native search in the user interface of the application. To use the search capability, first configure the pySearchConfiguration rule. This rule allows you to optionally define a set of search categories as a local data source. You then configure the mobile search action for any user interface control, for example, a button in a section. Users can tap the search field to see the most recent search results, including results that are grouped by categories, as they enter search text.

For more information, see Native search capability in custom mobile apps and Configuring search in custom mobile apps.

Create multistep forms for stages

In Case Designer, you can now create multistep forms for a stage. Create several focused and concise screens to capture the information from users instead of using a single long screen. For example, you can ask users for their personal details in one screen, and then ask them to describe their medical condition in a separate screen. When you create a multistep form, choose a template to determine how the users navigate between screens.

For more information, see Adding a multistep form to a stage (for Dev Studio), Adding a multistep form to a stage (for App Studio).