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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.

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.

Synchronized database and application server settings

Valid from Pega Version 7.1.3

Configure your database and application server to use the same time zone and character encoding to avoid conflicts.

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.

Reporting & Data

Valid from Pega Version 7.1.4

This release fixed many existing unlocalizable elements in 7.1 reporting interfaces (The Report Viewer, Report Editor, Chart Editor, and the Report Browser) and now they are fully localizable. Changes were made to make Listview, summaryview,  and report viewer display possible WCAG 2.0 level A and AA support.

  • Parameters may now be used in a sub-report join condition.
  • Report Definition localization has been enhanced.
  • Standalone ListViews with embedded SmartInfo have been improved to resize appropriately when the SmartInfo section is expanded.
  • The data section of a report will now display in all of the available space when a fixed header option is selected.
  • When localizing a listview with filters, tool tips are translated.

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.

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.

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.

System Management

Valid from Pega Version 7.1.3

The PRPC installer has been enhanced to handle additional error conditions related to partial installs and duplicate keys; additionally, the hotfix rollback feature has been improved, and the Rulebase compare tool now supports HTTP(S) environments.

  • Rollback feature has been enhanced.
  • RuleBase Compare will work for secure (HTTPS) environments as well as  non-secure (HTTP) environments.
  • Install will gracefully handle the presence of a duplicate key during import.
  • When install fails, system will set tables back to original state.
  • Remote MBean methods will now work on multi-servant load-balancing systems.
  • Enhancements were made to harnesses in Split Schema systems.

Both Transfer and Transfer Assignment flow actions are displayed in the Bulk Actions tool

Valid from Pega Version 7.1.7

Both the deprecated Transfer flow action and its Pega 7.1.7 replacement Transfer Assignment (pyTransferAssignment) might appear in the Select Action menu on the Bulk Actions tool.

Either of the following situations can cause this behavior:

  • The original application did not contain the UI-Kit-7 ruleset, for example, the application was built on Pega 7.1.5.
    • The default flow actions are based on BulkProcessTransferFlowAction system settings.
    • If you add pyTransferAssignment as a local action in a case type rule, users will see both old and new actions.
    • The flow actions are still available unless you override the settings.
  • The upgraded application uses the UI Kit ruleset, but the Transfer local action was defined in the original case type rule and copied to the application.
    • The original is explicitly defined in the application.
    • pyTransferAssignment is available through the system settings in the UI Kit.

As a best practice, upgrade Transfer flow actions to Transfer Assignment in your flows and local actions. The UI Kit ruleset ensures that the new flow actions are optimized for mobile interfaces. In addition, Transfer Assignment provides multiple transfer functions (to manager, workbasket, advanced options) in a single form.

Alternatively, keep the original system settings so that the existing flow actions are still available.

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