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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.

Post files and links with pxPostMessage API

Valid from Pega Version 7.1.4

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Case Management

Valid from Pega Version 7.1.4

This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.

  • Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
  • Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
  • If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
  • May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
  • Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
  • The bulk processing feature has been enhanced.
  • The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
  • The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
  • When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
  • When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
  • When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
  • When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.

Quickly create ad-hoc cases

Valid from Pega Version 7.1.4

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

Decision Management

Valid from Pega Version 7.1.4

This release contains a number of fixes that improve the configuration and execution of Batch decisions – specifically, a number of usability improvements and addresses some issues when creating strategies on IE8.  

  • Batch Decision functionality has been enhanced in the NBAM environment.
  • In NBAM, users can run the strategy execution batch based on the Seed list class instead of the customer class. 
  • Interaction data will now work even if Action or Organization  dimensions do not have values set.
  • Running a strategy which includes a Data Import of a structured page reference will work in batch mode.
  • Security was enhanced on the VBD Planner.
  • The Access of Role to Object rules have been enhanced to allow users to create new Dimension Operator records.
  • The NBAM Segment On Canvas will now fetch the SegMap data, even when the generated extended segment class has not been added to the Pages and Classes of the strategy.  The SegMap property will (if it exists) be added to a list of properties to fetch, even if the strategy indicates that it is not used.
  • When a strategy is defined on a customer class, users may now specify the list of required properties to fetch for the input definition.
  • When creating a new strategy, there is now a section to add a Strategy Results class like Business Issue or Group.

Integration

Valid from Pega Version 7.1.4

Critical customer-driven product improvements were made to SOAP services, SOAP connectors and connector wizard, CMIS connectors, and the Pega Image Viewer. These fixes addressed a handful of functionality gaps discovered in PRPC 7.1 and earlier releases by internal and external customers.

  • A Connect-CMIS instance which was created using a reference to an ATOM Server Instance may now use Global Resource Settings.
  • The Execute Synchronously (one-way operation) has been enhanced for SOAP Services.
  • The Silverlight version of PegaImageViewer has been enhanced to print ranges of multiple pages at once.
  • The SOAP Wizard has been improved to show all the ports which are available in the WSDL file.
  • Two way SSL has been enhanced for the Connect-REST rule.

 

Reporting & Data

Valid from Pega Version 7.1.4

This release fixed many existing unlocalizable elements in 7.1 reporting interfaces (The Report Viewer, Report Editor, Chart Editor, and the Report Browser) and now they are fully localizable. Changes were made to make Listview, summaryview,  and report viewer display possible WCAG 2.0 level A and AA support.

  • Parameters may now be used in a sub-report join condition.
  • Report Definition localization has been enhanced.
  • Standalone ListViews with embedded SmartInfo have been improved to resize appropriately when the SmartInfo section is expanded.
  • The data section of a report will now display in all of the available space when a fixed header option is selected.
  • When localizing a listview with filters, tool tips are translated.

Use "alternate database" as report source

Valid from Pega Version 7.1.6

You can opt to use the the "alternate database" identified in the Reports Database field of the Data-Admin-DB-Table instance that supports the Applies To class of a report as the source for the report. This reduces the load on the database that serves your application when you run the report.

Stage-related audit notes

Valid from Pega Version 7.1.6

History notes for the following stage-related process steps appear on the user form's Audit tab:

  • Automatic Stage Transition
  • Manual Stage Transition
  • Process Stage Transition
  • Stage Skipped
  • Stage Started

You can select the ones you want to turn off for a given case type by copying the standard decision tree Work-.FilterHistory to your application ruleset and updating the above parameter entries.

Redesigned Process Modeler property panels

Valid from Pega Version 7.1.6

Process Modeler property panels have been reorganized so that it's easier to find the properties and fields you're likely to want, and quickly create the configuration you need. To enhance ease of use:

  • Tabs were eliminated.
  • All fields are located on a single panel and are grouped by their function.
  • The most commonly used fields appear at the top of the panel and are clearly visible.
  • Field and functionality of interest to advanced users are organized into an expandable Advanced section positioned at the bottom of the panel.
  • Business-friendly labels and headings, and instructional text make it easier for non-technical users to quickly understand the meaning and purpose of each field.

113786_assignmentpanel.png

Flexible inputs in strategies

Valid from Pega Version 7.1.6

Decision parameters allow business users to influence the decision through flexible inputs that do not require changing strategies. System architects use extension points to configure the data model and user interface supporting decision parameters. Decision parameters are used in strategies, and changes to the values of decision parameters become immediately available without requiring any changes to the strategy.

The rule pxRunDecisionParameters supports the use of decision parameters through activities.

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