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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.

Organization Setup superseded by New Application Wizard

Valid from Pega Version 7.1.3

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

NewAppWizard.jpg

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

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.

DCO

Valid from Pega Version 7.1.3

In this release, specification support in Case Designer was improved.  Also, improvements and fixes were made to the New Application Wizard.

  • Changes were made to support a split schema environment
  • Shared and Component RuleSets can be copied.
  • Can edit in Word from either Grids or Lists.
  • More than 50 case types are now supported for an application.

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.

Certain flow actions deprecated and replaced

Valid from Pega Version 7.1.7

To ensure compatibility with supported browsers and mobile devices and to enhance ease of design, the following flow actions are deprecated and replaced. As a best practice, use the replacement actions for new development. The deprecated rules are still supported and do not have to be updated.

DeprecatedReplacement
TransferTransfer Assignment
TransferAdvanced"
TransferToManager"
TransferToWorkbasket"
ApproveApproval
Reject"
AttachAFileAttach Content
pyAdjustSLAAdjust Assignment SLA
pyAdjustSLATimes"
pyChangeAssignmentSLA"
pyUpdate

Update Case

For example, the new Transfer Assignment action supports the most common routing options such as operator, workbasket, and reporting manager. Advanced options allow users to escalate, set due dates, update status, and provide instructions.

117841TransferAssignment1.png

Transform Assignment form

See Atlas - Standard Flow Actions (Local)​.

Service levels are available on stage steps

Valid from Pega Version 7.1.7

For greater flexibility when configuring stages, you can associate a service level (SLA) with a step within the context of the stage only. Because this SLA overrides the one associated (if defined) with a a step, other steps that employ the same flow are not affected and can be configured independently.

See Using the Stages & Processes tab.

Managers can create and update cases using the Bulk Actions tool

Valid from Pega Version 7.1.7

The capabilities of the Bulk Actions tool have been expanded so that managers can go beyond simply being able to make bulk updates to existing cases. They can now:

  • Create top-level cases for any case type in your application. By default, you can specify the label, description, and work status for each case.
  • Define the case information you want to display on the grid by overriding the section pyBulkUpdate and configuring the columns.
  • Update the case information you created in the Bulk Actions tool.

117851_BulkActions.png

Create Cases option in the Bulk Actions tool

See Case Manager Portal — How to process assignments and cases in bulk.

Define distinct names to implementation and framework class layers in Application Express

Valid from Pega Version 7.1.7

When generating both implementation and framework applications in Application Express, you can now name the framework application and workpool class layers independently. This eliminates the need to update a framework's class structure in the new application. Previously, the framework layers used the same names as the implementation and could not be updated.

117856_FWname.png

Class structure name fields in Advanced Configuration dialog

See Application Express — Advanced Configuration.

New case types contain one stage

Valid from Pega Version 7.1.7

When you create a new case type in the Cases Explorer or in Application Express, the system creates only one default stage. A single starting stage provides an intuitive design experience and eliminates the need to delete unused stages. Previously, a new case type contained three default stages.

Edit process-based case type flows in Case Designer Process Outline view

Valid from Pega Version 7.1.7

If your case type does not employ a stage-based design, you can now employ the Step Tree and other features available in Process Outline view to facilitate your design.

Click a process tile in the Stages & Processes tab to open the flow in Process Outline. In this example, the Graffitti report is selected.

117871SingleProcess11.png

Processes in Stages & Processes tab

The process opens in Process Outline view. Note that the tree view allows you to easily see and update the underlying shapes and subprocess that compose the Single Approval process.

117871SingleProcess22.png

Process in Process Outline view

See Using Process Outline.

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