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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Business logic-based routing to process cases more efficiently

Valid from Pega Version 8.3

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Task board enhancements for improved tracking of tasks

Valid from Pega Version 8.3

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

Case Management

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

  • The Wait shape now supports dynamic references.
  • Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
  • Attachments have been improved.
  • Issues with the Create Case Type functionality were addressed.
  • The Pega Pulse functionality has been improved, including its performance.
  • When auditing a work item, History is now the default tab.

Case Manager option for searching only attachments

Valid from Pega Version 7.2

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.

The Declarative Network display is now cross-browser compatible

Valid from Pega Version 7.2

The Declarative Network display can now be displayed on all browsers.

Label changes to field types in Case Designer

Valid from Pega Version 7.2

The following field types have been renamed in Case Designer to be consistent with Data Designer and other areas of the Pega 7 Platform.

Label in previous versionsLabel in Pega 7.2
TextText (single line)
Text (multiple lines)Text (paragraph)
Check boxBoolean
Date and timeDate & time
DateDate only
Drop downPicklist
Number (integer)Integer
Number (decimal)Decimal

Users who upgrade from versions prior to Pega 7.2 do not have to take any action because the label changes are cosmetic and do not affect the underlying controls or property types that support form building.

For more information about the field types that you can use when building a form, see Storage and display of single-value fields.

New Pulse gadgets for developers

Valid from Pega Version 7.2

Pulse for the Pega 7 Platform provides two new gadgets: pxContextFeed and pxActivityFeed.

The pxContextFeed gadget is a section that you can integrate with your application. Users can use this gadget to communicate with other users by creating and sharing posts within a given context. You can also customize the gadget or build your own Pulse interface by using a number of APIs.

The pxActivityFeed gadget aggregates all the activity feeds for the cases that a user follows without requiring that individual cases for posts be viewed.

For more information, see the help topic Pulse gadgets and custom APIs.

New Pulse gadget for users

Valid from Pega Version 7.2

You can use Pulse to communicate and collaborate with other users. For example, in Pulse you can post messages, share files, select cases for which you want to receive emails, search for content, and view an activity feed in your dashboard that aggregates your Pulse posts.

For more information, see Pulse for social collaboration.

New types of steps in a process

Valid from Pega Version 7.2

You can add assignments, subprocesses, and preconfigured steps to a process in Case Designer. By using these new step types, you can quickly enhance your case life cycle and identify opportunities for reuse. This change also delivers a more consistent experience to users who are working in Case Designer and Process Modeler.

For more information, see Steps in the life cycle of a case.

Reusable components in a case life cycle

Valid from Pega Version 7.2

You can easily add an existing process or user action to the life cycle of a case type. By reusing functionality in your application, you can reduce the time that it takes to configure a case type.

For more information, see Steps in the life cycle of a case.

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