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Published Release Notes

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Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

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.

Change logic does not work in Report Editor

Valid from Pega Version 7.1.2

The Report Editor​ change logic button does not work. As a workaround, use the rule form to change the logic.

Flow rules not supported in IE8

Valid from Pega Version 7.1.1

In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.

DCO and PMF integration is unavailable

Valid from Pega Version 7.1.5

DCO and PMF integration functionality is not available in this release. Related project management controls have been removed from the following:

  • System Settings landing page (Designer Studio > System > Settings > Project Management)
  • Application Profile landing page (Designer Studio > Application > Profile > Specifications)
  • Add/Edit Specification dialog

Stages and Steps may not appear as expected

Valid from Pega Version 7.1.5

There are some unique configurations of the newly enhanced pxDisplayStages gadget that can lead to case type "Stages and Steps" appearing more than once or not at all.  In the event that your application experiences one of these scenarios, the recommended work around is to relocate the gadget:

  • Add pxDisplayStages to the pyCaseContainer section (or equivalent)
  • Remove pxDisplayStages from the pyCaseActionArea section (or equivalent).

Geolocation tracking requires browser permission

Valid from Pega Version 7.1.6

When the geolocation tracking feature is enabled, a Map it link appears next to each requestor entry in the audit trail. When you click a link for the first time, the browser displays a notification asking whether you want to permit tracking. Make your yes/no selection in the prompt. Do not click "X" to close it, as doing so may render the session unresponsive. Refresh the browser if necessary and make your selection.

Geolocation tracking Map it links do not appear

Valid from Pega Version 7.1.6

If geolocation tracking is enabled, the first time you create a case in the first browser session, the Map it links do not appear next to the initial audit trail entries. When you submit the first flow action, the links appear next to all subsequent entries.

Both Transfer and Transfer Assignment flow actions are displayed in the Bulk Actions tool

Valid from Pega Version 7.1.7

Both the deprecated Transfer flow action and its Pega 7.1.7 replacement Transfer Assignment (pyTransferAssignment) might appear in the Select Action menu on the Bulk Actions tool.

Either of the following situations can cause this behavior:

  • The original application did not contain the UI-Kit-7 ruleset, for example, the application was built on Pega 7.1.5.
    • The default flow actions are based on BulkProcessTransferFlowAction system settings.
    • If you add pyTransferAssignment as a local action in a case type rule, users will see both old and new actions.
    • The flow actions are still available unless you override the settings.
  • The upgraded application uses the UI Kit ruleset, but the Transfer local action was defined in the original case type rule and copied to the application.
    • The original is explicitly defined in the application.
    • pyTransferAssignment is available through the system settings in the UI Kit.

As a best practice, upgrade Transfer flow actions to Transfer Assignment in your flows and local actions. The UI Kit ruleset ensures that the new flow actions are optimized for mobile interfaces. In addition, Transfer Assignment provides multiple transfer functions (to manager, workbasket, advanced options) in a single form.

Alternatively, keep the original system settings so that the existing flow actions are still available.

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