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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.

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.

Organization Setup superseded by New Application Wizard

Valid from Pega Version 7.1.3

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

NewAppWizard.jpg

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

DCO

Valid from Pega Version 7.1.3

In this release, specification support in Case Designer was improved.  Also, improvements and fixes were made to the New Application Wizard.

  • Changes were made to support a split schema environment
  • Shared and Component RuleSets can be copied.
  • Can edit in Word from either Grids or Lists.
  • More than 50 case types are now supported for an application.

Reporting

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

  • Multiple boxes may be checked on List view checkboxes
  • Dashboard Charts slider has been improved.
  • Summary View reports and charts have been enhanced.
  • Column properties can be added to a report in the Report Editor.
  • List view column widths can be set by Smart Info.
  • Listviews will display correctly for updated systems.
  • Improvements to the GuardRail Report.

Customize your report headers

Valid from Pega Version 7.1.5

You can customize the way that the header for all of an application's reports will be displayed by overriding the section pyReportEditorHeader. Save a copy of this section into the application's ruleset, then edit it to display the information, images, and layout that you desire. Once changes are saved, each of your application's reports will automatically use the updated header.

Advanced inline report filters

Valid from Pega Version 7.1.5

You can create a custom section and use it to display report filter controls at the top of the report, replacing the default display. The custom section can include basic controls (such as a drop-down menu or text entry field), and the controls can only provide values for the filter functions established in the Edit filters section of the Query tab for the Report Definition.

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

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.

Attachment support for requirements

Valid from Pega Version 7.1.6

Requirements now support attachments. You can add attachments from the Designer Studio > Application > Profile > Requirements landing page, the Add/Edit Requirement modal, or the requirement rule form.

Enhanced document generation

Valid from Pega Version 7.1.6

The following usability improvements have been made to documents generated by the Application Document Wizard:

  • Stages and Processes now appear for case types that use Case Lifecycle Management. This diagram includes hyperlinks to corresponding sections in the document and is scoped to top-level processes only.
  • All flows (excluding pyStartCase) referenced by a case type now appear in documents. This removes previous constraints on non-starting, draft, and checked out flows.
  • Entity Relationship Diagrams (ERDs) are now embedded in documents as Visio objects.
  • Sections without content are omitted from the generated document.
  • Screenshots are labeled.
  • Requirement text (Long Description) is included in the Requirements Matrix section.
  • Linked requirements appear in context beneath their associated specification.
  • Acceptance Criteria appears in context beneath the associated specification, report, or correspondence item.

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