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Published Release Notes

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Browse resolved issues for Platform releases.

Simple associations for quickly joining classes

Valid from Pega Version 8.3

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Exploring the data model.

Association changes after upgrade

Valid from Pega Version 8.3

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Associations.

 

Insights from 8.5 require additional configuration after upgrade

Valid from Pega Version 8.6

Upgrade impact

After you upgrade Pega Platform™ version 8.5 to 8.6, the Explore Data landing page might not include insights that come from the earlier version of the product.

What steps are required to update the application to be compatible with this change?

Run the pxUpgrade85Insights activity to make all insights from version 8.5 accessible for you in 8.6. By running this activity, you upgrade insights with new metadata that is required in version 8.6. For example, the pxUpgrade85Insights activity provides you with the option to set the visibility of insights to private, public or shared.

For more information about insights, see Visualizing data with insights.

Privilege required for Recent Explorer

Valid from Pega Version 7.1.1

Users with custom roles defined must add the pxUpdateRecents privilege to see work in the Recent Items Explorer. 

Use standard Developer portal

Valid from Pega Version 7.1.1

Customized versions of the Developer portal rely on legacy components and are not supported.

To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.

Top-level (named) pages may no longer be classless

Valid from Pega Version 7.1.1

Newly created top-level (named) pages may no longer be classless or have a blank pxObjClass property. This change can affect applications upgrading from versions prior to Pega 7 to the latest version, especially when:

  • Application logic relies on a blank value in the pxObjClass property.
  • An activity assumes a new top-level page is classless and explicitly sets pxObjClass in a Property-Set step.
  • A data transform assumes a new top-level page is classless and explicitly sets pxObjClass using a Set action.

To avoid application failures, remove or update any logic that expects a blank pxObjClass. Where possible, use the new engine API that finds a page by both name and class:

findPageWithException(PageName, ClassName);

Activities and data transforms continue to create a top-level page when one does not exist. The class name is now derived from the Pages and Classes tab.

Existing collections are deprecated

Valid from Pega Version 7.1.7

The original implementation of the Collection form is deprecated. Legacy instances in your application remain functional; however, any new instance you create uses the redesigned Collection form. Use the Decision category in the Records Explorer to view all collections available to you.

For guidance on upgrade limitations, see the Deprecated Collection form.

Messages are rule resolved by class

Valid from Pega Version 7.1.7

As part of the Message form redesign, a class key part was introduced. While this key part is automatically handled as part of an upgrade or migration, it does change the available options you see in message SmartPrompts and how Rule-Message instances are rule resolved.

See Upgrade considerations for existing messages for more information.

Changes to archive.info in Pega 7.1.7

Valid from Pega Version 7.1.7

In Pega 7.1.7, the contents of the archive.info file have changed.

  • In versions Pega 7.1.6 and earlier, the archive.info file displays the build number of the Pega installation.
  • As of Pega 7.1.7, the build number no longer appears in the archive.info file.

In Pega 7.1.7, the archive.info file only displays a status message indicating whether or not the system is running, and the build number no longer appears. Instead, if the system is operational, the message “status=Running” displays in the archive.info file.

If there are any automated tests, scripts, or applications that rely on the archive.info file displaying the build number, those may fail and produce an error. It is recommended that any automation that relies on the build number displaying in the archive.info file be changed to look for the “status=Running” message.

All tabs are accessible on delegated rule forms

Valid from Pega Version 7.1.1

Delegates can now access all tabs in a delegated rule form.

You can continue to customize the development experience for delegated users, such as line managers, who may not require the full set of rule form options. For example, you can prevent users from adding new nodes on the Decision Tree form or using the expression builder on the Map Value form. All users, including delegated users, can remove these restrictions if they hold a rule-editing privilege.

For more details on this process and a list of commonly delegated rules, see How to delegate a rule.

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