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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.

Automate business process tracking by importing Excel files

Valid from Pega Version 8.5

To track business processes status and data, you can now import Excel files when you create a case or data object in App Studio. This functionality provides the following enhancements:

  • You can now upload a CSV file when you create a case or data object in App Studio. By importing a CSV file, you can use the data in your spreadsheet to define your data model.
  • You can generate a data import template that you can use to import a file in its original format during production.
  • You can upload .xlsx files to avoid resaving your Excel file as a CSV file.

For more information, see Creating a data model from a spreadsheet.

Data APIs support data exploration in React UI tables

Valid from Pega Version 8.5

Data APIs have been enhanced to support filtering, sorting, paging, and aggregation in React UI tables. You can use that functionality to access your data quickly and intuitively. For example, by using paging, you can query a data page to retrieve the second page of an employee contact list and specify the number of results that are displayed on the page.

For more information, see Data API performance and limitations.

Support for application-specific REST API calls

Valid from Pega Version 8.5

You can now call an authenticated REST API in the context of any application that is listed on an operator record by using the application alias URL. With the application alias URL, you can also develop REST services without changing the access group in the service package. REST services run in the context of the access group that points to the provided application, instead of the access group that is specified in the service package.

For more information, see Invoking a REST service rule.

Failed Robotic Assignments work queue type changed to Standard

Valid from Pega Version 8.5

The default Failed Robotic Assignments work queue type is now Standard. In previous releases, the default type was Robotic. For usage information, see Configuring a work queue for robotic automation.

Upgrade impact

After upgrading to Pega Platform 8.5 and later, you cannot save case types in which you configure the Queue for robot smart shape to route new assignments to the Failed Robotic Assignments work queue. Existing assignments that you routed to the Failed Robotic Assignments work queue are not affected.

How do I update my application to be compatible with this change?

As a best practice, do not use the Failed Robotic Assignments work queue in your custom implementations. Instead, configure the Queue for robot smart shape to route new assignments to a Robotic work queue. When possible, update existing case types to use the robotic work queues that you created in your application.

Savable data pages support loading pages individually from a page list

Valid from Pega Version 8.5

You can now load individual pages in a page list from single object data pages to your case and data types. This functionality allows you to save autopopulated properties with the Load each page individually option using a flow action, save data page smart shape, or the activity method.

For more information, see Saving data in a data page as part of a flow.

Tracked changes persist between client sessions

Valid from Pega Version 7.1.7

The Microsoft Word native change tracking feature persists between client sessions for specifications. Enable this feature to facilitate collaborative reviews of your specifications with project stakeholders.

Inserting your specification updates as tracked changes allows you to:

  • Provide visible markup to the next reviewer.
  • Correlate edits to a specific user and time.
  • Generate documents that include markup and comments.

Local settings, such as the colors you specify for markup, do not persist between clients.

For instructions on how to prevent markup and comments from appearing in generated documents, see Advanced options for editing specifications.

Add multiple attachments at once

Valid from Pega Version 7.1.7

You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.

Plan projects using release data

Valid from Pega Version 7.1.7

Requirements and specifications can now be mapped to a target release and iteration within a specific release. Populating these fields allows you to set and publish a release schedule through worksheets generated by the Sizing wizard. Access these fields from the Application Profile landing page or by opening any requirement or specification.

The Release and Iteration fields as they appear in a specification and a corresponding worksheet

The Sizing wizard incorporates values from the Release and Iteration fields for specifications only.

Data Designer lets you explore, develop, and manage the data your application uses

Valid from Pega Version 7.1.7

The Data Designer, new in Pega 7.1.7, is the lens through which you create and manage your application data types, and create properties within the selected data type. The Create Properties wizard is retired, and you now create and manage properties in the Definition tab of the data type you are viewing. You can track how your application uses your data types, and which case types use which data, on the Usage tab. Review the sources for your data types on the Sources tab, and create and manage local data storage for records on the Records tab.

For more information, see About Data Types.

Specification type extended for decisioning users

Valid from Pega Version 7.1.7

Specifications now support a Decision Strategy Manager (DSM) type. This allows you to map your specifications to a decisioning component, such as a strategy or model. After you select an appropriate subtype and provide relevant metadata, you can run the Sizing wizard to incorporate these details into project sizing worksheets.

DSM specification details as they appear in the Specification form and Sizing wizard output

You must have access to Decision Management rulesets to create DSM specifications. For more information on specification types, refer to the Details tab of the Specification form. To view all specifications in your application, filtered by type, refer to the Application Profile landing page.

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