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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.

Design templates in Pega Express

Valid from Pega Version 7.2.1

You can now use design templates to control the layout of form fields in Pega Express. Use the form builder Layouts tab to select a layout for the form and organize the fields in the layout regions.

For more information, see Adding a design template to a form in Pega Express.

Configure additional email accounts for Pulse notifications

Valid from Pega Version 7.2.1

You can now configure individual email accounts for each application for which you want to send Pulse email notifications. For example, you can configure a specific email account to send Pulse notifications for an HR Services application, a Release Management application, and so on.

For more information, see Configuring Pulse notifications on additional email accounts

Enhancements to email approvals in a case

Valid from Pega Version 7.2.1

The following enhancements have been made to email approvals in a case:

  • In Designer Studio, you can quickly access the correspondence rule to customize the email template by clicking the Configure email template link on an approval step.
  • In Designer Studio, you can add or remove the fields that are displayed in the approval email by customizing the associated Review view.
  • In Case Designer, you can now quickly enable email approval when you click an approval step and route it to another user without having to switch to Process Modeler if you are working Designer Studio or switching to Designer Studio if you are working in express mode.
  • Recipients of email approvals can quickly open cases by clicking the links to the related cases that are provided in the emails.

For more information, see Email approval enhancements in a case type.

Approval emails now contain links to cases

Valid from Pega Version 7.2.1

Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.

Email approval and instantiation not supported on multitenant systems

Valid from Pega Version 7.2.1

The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.

Text area field supports rich text

Valid from Pega Version 7.2.1

You can now configure a text area field on a form to collect plain or rich text from users at run time. By customizing the way that users provide information, you can create cases that display data in different formats and styles.

For more information about the supported options for text area fields, see:

New URL field type on forms

Valid from Pega Version 7.2.1

You can now add a URL field to a form to display a link at run time. By using this field type, you can integrate a case with external resources, such as documents and web pages.

For more information about the URL field type, see:

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