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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.

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.

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.

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.

Redirect users to logout screen

Valid from Pega Version 7.1.4

New applications built in Version 7.1 will automatically redirect users to the PRPC login page upon logout.

 

A new template, Web-Session-Return-Template, has been added, to allow developers to customize their applications to redirect users to a logout page, if they wish.  This template can be copied to a ruleset visible to unauthenticated requestors (via node configuration) and used to override Web-Session-Return.

Tomcat log files moved to work directory

Valid from Pega Version 7.1.2

For Tomcat application server users, the default path for PRPC logs has been changed to the "work" directory for Catalina. For example:

<tomcat>\work\Catalina\localhost\prweb

This directory can be cleaned up during administration. To avoid loss of files, you can redirect logging to a different directory after installation:

  1. Navigate to the <tomcat-home>\webapps\prweb\WEB-INF\classes directory.
  2. Open the prlogging.xml file.
  3. Locate the "appender" definitions section that contains the "@{web.tmpdir}" string
  4. Update the FileNamePattern values to point to the new directory.

For more details, refer to the “Change the default path to PRPC logs” section in the Tomcat installation guide for your database.

Additional upgrade scripts for new columns

Valid from Pega Version 7.1.4

In Version 6.2, additional columns (Major, Minor, and Patch) containing ruleset Version information were added to 15 tables in the PRPC database. When upgrading from a pre-Pega 7 release, scripts must be manually run after the upgrade to populate these columns.

These scripts are located in the Resource Kit, under Additional Upgrade Scripts.

  • If upgrading to a single schema, run both scripts.
  • If upgrading to a split schema, run the _data script against the data schema and run the _rules script against the rules schema.
  Depending upon your database type (platform) and the size of your database, these scripts may require significant time and system resources to run.

Choose the scripts for your database type:

  • db2zos_rulesetversion_columns_data.sql
  • db2zos_rulesetversion_columns_rules.sql

 

  • mssql_rulesetversion_columns_data.sql
  • mssql_rulesetversion_columns_rules.sql

 

  • oracle_rulesetversion_columns_data.sql
  • oracle_rulesetversion_columns_rules.sql

 

  • postgres_rulesetversion_columns_data.sql
  • postgres_rulesetversion_columns_rules.sql

 

  • udb_rulesetversion_columns_data.sql
  • udb_rulesetversion_columns_rules.sql

Source field not displaying in data transform

Valid from Pega Version 7.1.4

On the Data Transform rule form when using the Update Page action, if the Relation value is updated to “with values from”, the Source field will not be displayed.

(Note that for existing data transforms where the Source field has already been completed, this situation should not occur.)

Workaround

  1. Below is a data transform that has been configured to use Update Page.
    DataTransform1.jpg
  2. If a user were to choose an alternate source by updating the ‘with values from’ Relation value, they would not be prompted to provide a page name in the Source field.
    DataTransform2.jpg
  3. At this point, to be able to enter the Source page value, the user has to save the rule, which results in an error because the source page value is blank. This causes the field to appear.
    DataTransform3.jpg
  4. Once the field has appeared, the Source page value can be provided, and the form can be saved successfully.
    DataTransform4.jpg

Required Oracle optimization parameter

Valid from Pega Version 7.1.3

To optimize performance, set the Oracle parameter optimizer_index_cost_adj to a value between 20 and 25. If this value is not set, the system can run exceedingly slowly, potentially blocking users from login.

Slow WebSphere performance on Mac platforms

Valid from Pega Version 7.1.2

Use the following JVM setting to improve WebSphere performance on Mac platforms:

-Djava.net.preferIPv4Stack=true

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