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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.

Case Management

Valid from Pega Version 7.1.4

This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.

  • Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
  • Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
  • If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
  • May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
  • Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
  • The bulk processing feature has been enhanced.
  • The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
  • The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
  • When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
  • When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
  • When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
  • When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.

Core Engine

Valid from Pega Version 7.1.4

This release contains fixes related to clipboard and declarative features, including data pages and autopopulate.

 

  • A rule may be changed using Private Checkout, and then checked into a higher RuleSet Version for that RuleSet.
  • Agents may now use a 24-hour time period for scheduling, as well as a 12-hour time period (which required the selection of AM or PM).
  • Caching and performance have been enhanced.
  • Declare expressions will work with embedded page lists when creating forms.
  • Mandatory parameters on a data page can handle blank values.
  • Properties may be auto-populated using a reference property which is created with a Property-Ref method in an activity.
  • System will use "private edit" rules in developer's personal RuleSet when that rule overrides the "standard" rule available to all.
  • The Page-Remove method will now remove Data Pages at the Thread level and the Requestor Level.
  • When copying a page using the "Set" action on a data transform, the Declare Indexes defined on that data will be updated.
  • When creating a data page, the Reload Once per Interaction checkbox can be checked to set the refresh strategy. 

Database

Valid from Pega Version 7.1.4

Improvements to data handling were made for search indexing, agent processing, and filtering.  Scripts were provided for proper population of the database tables.

 

  • Importing data from shared obj-external tables is now supported.
  • A validation warning will now display when an unexposed property is used in filter or join conditions.
  • A Global Search index may now be created across two databases.
  • Agent processing on multiple nodes has been improved.
  • Improvements were made to controls in Report Definition pages which are used in a dynamic grid.
  • Filtering functionality involving special characters has been enhanced.
  • Scripts have been provided to populate the RuleSetVersion Major, Minor, and Patch columns.

Decision Management

Valid from Pega Version 7.1.4

This release contains a number of fixes that improve the configuration and execution of Batch decisions – specifically, a number of usability improvements and addresses some issues when creating strategies on IE8.  

  • Batch Decision functionality has been enhanced in the NBAM environment.
  • In NBAM, users can run the strategy execution batch based on the Seed list class instead of the customer class. 
  • Interaction data will now work even if Action or Organization  dimensions do not have values set.
  • Running a strategy which includes a Data Import of a structured page reference will work in batch mode.
  • Security was enhanced on the VBD Planner.
  • The Access of Role to Object rules have been enhanced to allow users to create new Dimension Operator records.
  • The NBAM Segment On Canvas will now fetch the SegMap data, even when the generated extended segment class has not been added to the Pages and Classes of the strategy.  The SegMap property will (if it exists) be added to a list of properties to fetch, even if the strategy indicates that it is not used.
  • When a strategy is defined on a customer class, users may now specify the list of required properties to fetch for the input definition.
  • When creating a new strategy, there is now a section to add a Strategy Results class like Business Issue or Group.

Designer Studio

Valid from Pega Version 7.1.4

Many refinements to the Designer Studio were made around performance and user experience. Based on feedback, we have made a number of bug fixes and strategic improvements that improve the overall user experience.

  • The Developer Portal connects to the PDN's RSS feed without needing a DigiCert certificate for validation. The RSS feed is just headlines; to open and read any of the articles, users will still have to log into the PDN.
  • Expression Builder has been enhanced to work with IE8.
  • New applications built in Version 7.1 will automatically redirect users to the PRPC login page upon logout. A new template has been added, to allow developers to customize their applications to redirect users to a logout page, if they wish.
  • Performance improvements were made when saving and validating rules.
  • Performance of the Guardrails Dashboard has been improved.
  • The display of circumstanced rules in Application Explorer has been enhanced.

System Management

Valid from Pega Version 7.1.4

Refinements were made to out-of-place upgrade documentation and processes, as well as for how handling is performed for all of the database vendor specific nuances related to a deploying into a split schema environment.

  • A script was created to run the data schema upgrade for z/OS systems.
  • In a split-schema configuration, indexing has been enhanced.
  • The product installer has been enhanced.
  • The stand-alone Static Assembly Utility does not require a password for its process.
  • The UpdateManager tool has been improved.

User Interface

Valid from Pega Version 7.1.4

This release had a focus around improving support for accessibility for all the PRPC UI Components as well as extending capabilities for responsive design with grids and tabs. A series of cosmetic changes and fixes are included.

  • Improvements have been made for action items being opened in a dynamic container.
  • Row repeat functionality in sections has been improved to better handle source properties.
  • Screen layouts have been optimized for the iPhone platform
  • The display on dynamic containers has been enhanced to provide the same behavior for both single-mode and multi-mode.
  • The Launch Harness feature has been improved to launch into a pop-up window.
  • The operator menu will now display from the Case Manager portal.
  • The Primary Page functionality has been enhanced for control-defined Repeating Tab Headers.
  • Using local actions defined as modal windows has been enhanced to work in an iPAD using a Safari browser.
  • When using a modal dialog to open a flow action in a repeat grid, to add an item to the list, users may now cancel out of this dialog if no changes are needed.

Case Management

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

  • The Wait shape now supports dynamic references.
  • Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
  • Attachments have been improved.
  • Issues with the Create Case Type functionality were addressed.
  • The Pega Pulse functionality has been improved, including its performance.
  • When auditing a work item, History is now the default tab.

Designer Studio

Valid from Pega Version 7.1.3

Numerous usability improvements were made for this release. A group of cosmetic, functional, and performance enhancements were also included.

  • Treegrid controls work more quickly in IE9 and IE10.
  • On application ruleforms, the 5.4 "Place Properties on Thread Page" checkbox will work in 7.1.
  • Message error handling has been improved.
  • Log messages have been cleaned up.
  • Connectors may now be used in Data Pages.
  • Move Rules wizard has been enhanced to work in Version 7.1.

Decision Strategy Manager

Valid from Pega Version 7.1.3

Fixes were made that improve the configuration and execution of Batch Decisions. In particular,  the capability to use Structured Data has been enhanced. Some notable improvements have also been made to the UI of Visual Business Director.

  • The structured data input configuration will now work even though there is no data.
  • VBD has been enhanced to work with Version 7.1.
  • The structured data input configuration will now work with nested structures.
  • Association rules from Version 6.3 will now work with 7.1 structured data.

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