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Updating your built-on application

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Updated on December 15, 2021

Change the built-on application for your application definition if required.

Pega CRM for Healthcare Update Guide
Important: Before you update your built-on application, run the Upgrade Checkers to identify and correct rule conflicts. For information, see Running the Upgrade Checkers.Note:
  • For Pega Cloud updates from 7.x to 8.7, this procedure is required before you can use your application.
  • For Pega Cloud updates from 8.x to 8.7, this procedure is required if you want to use the latest Pega Customer Service features or the Cosmos version of Pega Sales Automation.
  1. In the header of Dev Studio, click the name of the application, and then click Definition.
  2. In the Built on applications section, change the values in the Name and Version fields to the name and version of the built-on application that you want to use. If the name is unchanged, change the version information only.
    ChoicesActions
    Update to Pega Customer Service for Healthcare 8.7

    Select CSHC 8 or CSHC 8.7.

    To use the latest features in release 8.7, you must select the 8.7 built-on application. Always choose the built-on application for release 8.7, unless your existing application requires rules that are deprecated or withdrawn in the latest release.

    Update to Pega Sales Automation for Healthcare 8.7

    Select PegaHCSPM or PegaHCSRM_Cosmos.

    Only choose the Cosmos version of the built-on application when your application is ready to use the Pega Cosmos design system and React components, and if your application does not require rules that are deprecated or withdrawn in the Cosmos version. For more information, review the design limitations in Adopting the Cosmos design system.

  3. Click Save.
  • Previous topic Migrating from Legacy Webchat to Web Messaging (Pega Customer Service)
  • Next topic Handling recent cases issue in the General Category service cases (Pega Customer Service for Healthcare)
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