Published Release Notes

Post files and links with pxPostMessage API

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Create, Save As, and Specialization forms

The familiar “New” and “Save As” forms have been streamlined to make record creation faster and more intuitive. You can easily target a specific layer in your application stack, interactively define the record’s configuration and select only those circumstance definitions that make sense for your use case.

While the underlying behavior for creating a record is not new for this release, the redesigned UI of these forms and new defaulting strategy for fields is worth noting:

To launch these forms, use one of the new options found in the action area of the form header:

Note that not all record types support the ability to specialize by circumstance.

For more guidance on how to use the Create, Save As and Specialization forms, please refer to: Intuitive record creation and specialization

Quickly create ad-hoc cases

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

Redirect users to logout screen

New applications built in Version 7.1 will automatically redirect users to the PRPC login page upon logout.

A new template, Web-Session-Return-Template, has been added, to allow developers to customize their applications to redirect users to a logout page, if they wish.  This template can be copied to a ruleset visible to unauthenticated requestors (via node configuration) and used to override Web-Session-Return.

Easily configure the live and interactive map control

The AddressMap control has been enhanced with a text input field so that users can mark a location on a map.

For example, an insurance adjuster can indicate the location of the accident when filing a case. By selecting Allow marker repositioning to change address value and dragging the marker pin, the Text Input field is automatically updated.

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.

Enhanced form configuration reuse

In Case Designer you can reuse existing form fields when configuring forms. You can browse a set of existing fields and add them to the form by clicking an icon or by dragging and dropping. You can drill down through field levels to add embedded field levels. Fields are also searchable.

Delegate rules and data types

You can delegate business-facing application assets, such as paragraphs, decision tables, and data types, to your business line by using a new delegation process. Delegated records are displayed in the new Configuration dashboard on the Case Manager portal.

Enhanced text-editing experience

The enhanced text editor simplifies your text-editing tasks inside Designer Studio. It includes support for:

• Color coding and syntax highlighting
• Tag and bracket matching
• Auto-indent
• Search

You can use the new editor to edit a variety of rules, including basic text files and utility functions.

New context menu in the ruleform header

A new context menu has been added to the Applies To class in the ruleform header. This menu provides the following links that are related to the current rule:

• Show in App Explorer – switches the Application Explorer to the Applies To class of the current rule.
• Open in class record – opens the Applies To class definition.
• View in data designer – opens the Data Designer for the Applies To class.
• View inheritance – opens the inheritance display for the Applies To class.