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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.

Support for advanced validation of embedded and referenced data

Valid from Pega Version 8.5

To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.

For more information, see Validating field values for stage entry.

Complete email and notification approval in App Studio

Valid from Pega Version 8.5

App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way. 

For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.

Business logic routing of approval steps

Valid from Pega Version 8.5

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.

Condition builder enhancements

Valid from Pega Version 8.5

To enhance the precision of condition builder in both App Studio and Dev Studio, the new instances include comparator helps you specify the number of field group and field group list instances to which a when rule applies. In addition, a search option that returns results on keypress helps you easily look for existing values.

For more information, see Create conditions in an enhanced condition builder (8.5), Defining conditions in the condition builder.

Default Create stage in a case life cycle

Valid from Pega Version 8.5

Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.

For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.

Support for nested Declare Trigger rules

Valid from Pega Version 8.5

Pega Platform™ now supports nested Declare Trigger rules so that you can conveniently create correlations between actions in your case types. Declare Triggers rules invoke an action when a specified event takes place in a case type. You can now design more complex scenarios faster by nesting more Declare Trigger rules that work in the context of running another Declare Trigger rule. For example, when a case participant changes a postal code in their personal details, a Declare Trigger rule runs and a respective customer service representative (CSR) receives an email. After the CSR receives the email, a nested Declare Trigger rule runs and your application creates a document with the updated personal details and attaches it to the case.

For more information, see Develop applications faster with nested Declare Trigger rules (8.5), Declare Trigger rules.

Support for validations in Declare Expression rules

Valid from Pega Version 8.5

Pega Platform™ now correctly evaluates validations on target properties in Declare Expression rules. As a result, any validations defined on properties that have Declare Expression rules in previous releases, now work correctly. 

Upgrade impact

Any unintended validations on properties that have configured Declare Expression rules, both default and user-defined, might cause issues in an application upon saving work objects and data objects that refer to Declare Expression rules.

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

If you experience issues when saving objects, debug your application by setting the declareexp/target/validation/disable dynamic system setting to true. If your application works correctly after the change, it means that validations on Declare Expressions cause the issues. For your application to work correctly, analyze the log files and remove any unintended validations.

For more information, see Declare Expression rules.

Descendant class instances now included in reports

Valid from Pega Version 7.2

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Valid from Pega Version 7.2

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

Case Manager option for searching only attachments

Valid from Pega Version 7.2

Case Manager search now has an option to search only case attachments. When you search attachments, a new column in the search results displays a paperclip icon with the number of attachments that match the search string. You can click the number to display a list of matching attachments for the selected case.

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