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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

Customized application overview documents in App Studio

Valid from Pega Version 8.3

Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.

For more information, see Creating project documents for stakeholders in App StudioExporting a data model into a document.

New send email automations and enhancements

Valid from Pega Version 8.3

You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.

You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.

For more information, see Calling an automation from an activity and Viewing automations.

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.

 

More efficient navigation between applications in App Studio

Valid from Pega Version 8.3

The new My Applications gadget helps you switch applications in App Studio more conveniently. You can also search applications by name instead of choosing an application from the list, and then select the access role that you want to use. In addition, you can see descriptions of your applications and create an application by going to the My Applications landing page. To use the My Applications gadget, ensure that you update the UI Kit to version 14.

For more information, see Adding the My Applications gadgetSwitching between applications in App Studio.

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.

Delegate rules and data types

Valid from Pega Version 7.1.8

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

Valid from Pega Version 7.1.8

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

Valid from Pega Version 7.1.8

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.

Merge multiple branches at the same time

Valid from Pega Version 7.1.8

Enhancements to the Merge Branches wizard provide support for the merging of multiple branches at the same time. Additionally, the Merge Branches wizard now uses the latest user interface design.

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