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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.

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.

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.

Execute Tests service now supports flows, case types, and PegaUnit test suites

Valid from Pega Version 7.3

The Execute Tests service now supports running flows, case types, PegaUnit test suites. Use the Execute Tests service to validate the quality of your builds after every build run.

For more information, see Running PegaUnit test cases and test suites with the Execute Tests service.

Support for creating PegaUnit test suites

Valid from Pega Version 7.3

You can now create PegaUnit test suites to group related PegaUnit test cases and run them in the order that you specify. For example, you can create smoke tests to verify that critical application functionality is working as expected.

For more information, see PegaUnit test suites.

Enable and disable functionality with feature toggles

Valid from Pega Version 7.3

You can enable and disable functionality in your application for development and testing by creating feature toggles on the Toggle Management landing page. You can also manage the toggles in your application from the landing page. For example, you can review the toggles that you want to retire at the end of a release, or migrate a toggle to other applications by changing the associated ruleset.

For more information, see Creating a toggle.

Support for following users in the Pega Express and Case Manager portals

Valid from Pega Version 7.3

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

Enhancements to the Send Email smart shape

Valid from Pega Version 7.3

The following enhancements have been made to the Send Email smart shape:

  • You can now configure the Send Email smart shape in Pega Express.
  • You can use templates, such as a rejection template, in your email.
  • You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
  • You can insert a link to the case ID in your email.
  • You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
  • You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

Improved requestor management

Valid from Pega Version 7.3

From the Requestor Management landing page, you can now manage active requestors and debug their activity on all nodes in the cluster, including the current node and remote nodes. You can view performance and requestor details; start the Tracer or Clipboard tool; profile, interrupt, or terminate the selected requestor; and estimate the data size of all requestors on the selected node.

For more information, see Managing requestors.

PegaUnit testing now supports flows, case types, and additional assertions

Valid from Pega Version 7.3

You can now create PegaUnit test cases for flows and case types to verify that the rule returns the expected output when you run the test case.

Additionally, you can use the following new assertions

  • Assigned to – Verifies that the case is routed to the appropriate operator or work queue.
  • Case status – Verifies the status of a case.
  • Attachment exists – Verifies that an attachment exists.
  • Case instance count – Verifies the number of case types, such as child cases, that are created when the test case runs.

For more information, see PegaUnit test cases for flows and case types.

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