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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.

Customized application overview documents in App Studio

Valid from Pega Version 8.3

Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.

For more information, see Creating project documents for stakeholders in App StudioExporting a data model into a document.

New send email automations and enhancements

Valid from Pega Version 8.3

You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.

You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.

For more information, see Calling an automation from an activity and Viewing automations.

CyberArk password vault support added for Pega database

Valid from Pega Version 8.3

With the CyberArk password vault, you can store your systems' passwords in a secure, central location and retrieve them from that location instead of directly entering credentials into the systems. This support is available only for IBM WebSphere environments.

For more information, see Pega Platform deployment guides.

Business logic-based routing to process cases more efficiently

Valid from Pega Version 8.3

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Support added for multiple mashups

Valid from Pega Version 8.3

You can now include multiple mashups on a single webpage or browser, even if the mashups have different application and authentication requirements. Use mashups to embed a Pega Platform™ application as a gadget on your website. For example, you can embed Web Chatbot and Self-Service Advisor on the same website.

For more information about mashups, see Configuring the Mashup channel.

Task board enhancements for improved tracking of tasks

Valid from Pega Version 8.3

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

More efficient navigation between applications in App Studio

Valid from Pega Version 8.3

The new My Applications gadget helps you switch applications in App Studio more conveniently. You can also search applications by name instead of choosing an application from the list, and then select the access role that you want to use. In addition, you can see descriptions of your applications and create an application by going to the My Applications landing page. To use the My Applications gadget, ensure that you update the UI Kit to version 14.

For more information, see Adding the My Applications gadgetSwitching between applications in App Studio.

Post files and links with pxPostMessage API

Valid from Pega Version 7.1.4

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Create, Save As, and Specialization forms

Valid from Pega Version 7.1.4

The familiar “New” and “Save As” forms have been streamlined to make record creation faster and more intuitive. You can easily target a specific layer in your application stack, interactively define the record’s configuration and select only those circumstance definitions that make sense for your use case.

While the underlying behavior for creating a record is not new for this release, the redesigned UI of these forms and new defaulting strategy for fields is worth noting:

PRPC_7_1_4_Release_Notes-1.jpg

To launch these forms, use one of the new options found in the action area of the form header:

PRPC_7_1_4_Release_Notes-2.jpg

Note that not all record types support the ability to specialize by circumstance.

For more guidance on how to use the Create, Save As and Specialization forms, please refer to: Intuitive record creation and specialization

Quickly create ad-hoc cases

Valid from Pega Version 7.1.4

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

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