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Published Release Notes

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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.

 

Privilege required for Recent Explorer

Valid from Pega Version 7.1.1

Users with custom roles defined must add the pxUpdateRecents privilege to see work in the Recent Items Explorer. 

Use standard Developer portal

Valid from Pega Version 7.1.1

Customized versions of the Developer portal rely on legacy components and are not supported.

To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.

Top-level (named) pages may no longer be classless

Valid from Pega Version 7.1.1

Newly created top-level (named) pages may no longer be classless or have a blank pxObjClass property. This change can affect applications upgrading from versions prior to Pega 7 to the latest version, especially when:

  • Application logic relies on a blank value in the pxObjClass property.
  • An activity assumes a new top-level page is classless and explicitly sets pxObjClass in a Property-Set step.
  • A data transform assumes a new top-level page is classless and explicitly sets pxObjClass using a Set action.

To avoid application failures, remove or update any logic that expects a blank pxObjClass. Where possible, use the new engine API that finds a page by both name and class:

findPageWithException(PageName, ClassName);

Activities and data transforms continue to create a top-level page when one does not exist. The class name is now derived from the Pages and Classes tab.

All tabs are accessible on delegated rule forms

Valid from Pega Version 7.1.1

Delegates can now access all tabs in a delegated rule form.

You can continue to customize the development experience for delegated users, such as line managers, who may not require the full set of rule form options. For example, you can prevent users from adding new nodes on the Decision Tree form or using the expression builder on the Map Value form. All users, including delegated users, can remove these restrictions if they hold a rule-editing privilege.

For more details on this process and a list of commonly delegated rules, see How to delegate a rule.

Discontinued support for list view and summary view rules

Valid from Pega Version 7.2

The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.

You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.

BIX ruleset is now included with Pega Platform

Valid from Pega Version 8.3

The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.

For more information, see Data extraction.

Upgrade impact

After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.

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

After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.

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