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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.

Upgrading to the secure threading mechanism for email bots

Valid from Pega Version 8.1

In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.

Upgrade impact

If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:

  • Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
  • Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.

For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.

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

For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.

The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.

For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.

Reporting

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

  • Multiple boxes may be checked on List view checkboxes
  • Dashboard Charts slider has been improved.
  • Summary View reports and charts have been enhanced.
  • Column properties can be added to a report in the Report Editor.
  • List view column widths can be set by Smart Info.
  • Listviews will display correctly for updated systems.
  • Improvements to the GuardRail Report.

Report Browser removed from Designer Studio

Valid from Pega Version 7.1.9

The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.

The Report Browser is still available in the Case Manager portal.

View status of custom search indexes

Valid from Pega Version 8.1

Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.

For more information, see Checking search index status.

Ability to generate a dedicated search index for a case type

Valid from Pega Version 8.1

You can generate a dedicated search index for a case type. Using a dedicated index makes reporting faster without putting additional requirements on the database. 

For more information, see Including indexed data during case search.

New tile view in Report Browser

Valid from Pega Version 8.1

The Report Browser now displays available reports in a tile view, in addition to the list view. You can toggle between the two display formats. The report tiles provide a thumbnail preview of each report, which makes it easier for you to identify reports at a glance, without having to open each report.

For more information, see Report Browser features.

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