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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.

Flow rules not supported in IE8

Valid from Pega Version 7.1.1

In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.

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.

Chart drilldown capabilities extended to dashboard widgets

Valid from Pega Version 7.3

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Enhancements to exporting report results to Excel

Valid from Pega Version 7.3

When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.

These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.

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 data security for BIX extracts for Pega Cloud customers

Valid from Pega Version 7.3

Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.

New process for Pega Cloud customers to obtain BIX extract files

Valid from Pega Version 7.3

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

Multistatus case dependencies replace custom implementations

Valid from Pega Version 7.3

You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.

For more information about defining a case dependency, see:

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