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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.

Automate business process tracking by importing Excel files

Valid from Pega Version 8.5

To track business processes status and data, you can now import Excel files when you create a case or data object in App Studio. This functionality provides the following enhancements:

  • You can now upload a CSV file when you create a case or data object in App Studio. By importing a CSV file, you can use the data in your spreadsheet to define your data model.
  • You can generate a data import template that you can use to import a file in its original format during production.
  • You can upload .xlsx files to avoid resaving your Excel file as a CSV file.

For more information, see Creating a data model from a spreadsheet.

Data APIs support data exploration in React UI tables

Valid from Pega Version 8.5

Data APIs have been enhanced to support filtering, sorting, paging, and aggregation in React UI tables. You can use that functionality to access your data quickly and intuitively. For example, by using paging, you can query a data page to retrieve the second page of an employee contact list and specify the number of results that are displayed on the page.

For more information, see Data API performance and limitations.

Support for application-specific REST API calls

Valid from Pega Version 8.5

You can now call an authenticated REST API in the context of any application that is listed on an operator record by using the application alias URL. With the application alias URL, you can also develop REST services without changing the access group in the service package. REST services run in the context of the access group that points to the provided application, instead of the access group that is specified in the service package.

For more information, see Invoking a REST service rule.

Savable data pages support loading pages individually from a page list

Valid from Pega Version 8.5

You can now load individual pages in a page list from single object data pages to your case and data types. This functionality allows you to save autopopulated properties with the Load each page individually option using a flow action, save data page smart shape, or the activity method.

For more information, see Saving data in a data page as part of a flow.

Word merge support with Microsoft Silverlight plug-in

Valid from Pega Version 7.1.3

PRPC features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with IE) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft, as it is not shipped with PRPC.

Some common PRPC features affected by this change include the Application Document Wizard, App Profile, Specifications Landing Page, Specification form, and Case Type Landing Page.

Prior to using these features, Users of PRPC 7.1.3 need to set up their client system(s) as follows:

1. Install Silverlight plug-in

Follow the PRPC prompt to install Silverlight when you attempt to use the Word merge feature:

Silverlight1.jpg

Or download package directly: www.microsoft.com/silverlight/

2. Install PRPC prerequisites

Microsoft Internet Explorer (IE) browsers automatically detect the need for PRPC prerequisites and will prompt for install:

Silverlight2.jpg

Non-IE browsers will load a pop-up window when the user attempts to use the Word merge feature.  Use the link to manually download PRPC prerequisites:

Silverlight3.jpg

Extract the .zip file, execute setup.exe and follow the install wizard:

Silverlight4.jpg

Administrators setting up multiple clients at once may refer to the pzSLpreReqs.cab available in the PRPC 7.1.3 resource kit.

3. Restart browser

Log out of PRPC, close all open sessions and restart your browser.

The PRPC feature integrated with Word merge is now ready for use; Silverlight prompts are no longer displayed.

4. Troubleshooting

Silverlight installation requires access to your file system and a registry setting update to “trust” the associated Verisign certificate.  Contact your administrator if you encounter any security or permission errors during this process.

While Silverlight is cross-browser, it is not fully cross-platform.  Mac users may use Word merge features in Chrome via Parallels.

See the PRPC Developer Help for more information on browser setup requirements.

Customize your report headers

Valid from Pega Version 7.1.5

You can customize the way that the header for all of an application's reports will be displayed by overriding the section pyReportEditorHeader. Save a copy of this section into the application's ruleset, then edit it to display the information, images, and layout that you desire. Once changes are saved, each of your application's reports will automatically use the updated header.

Advanced inline report filters

Valid from Pega Version 7.1.5

You can create a custom section and use it to display report filter controls at the top of the report, replacing the default display. The custom section can include basic controls (such as a drop-down menu or text entry field), and the controls can only provide values for the filter functions established in the Edit filters section of the Query tab for the Report Definition.

Tracer supports SOAP messages

Valid from Pega Version 7.1.5

You can now select a Tracer Settings option to display SOAP connector and services messages in Tracer, which provides users with a better understanding of SOAP connector behavior.

Actionable error message in integration wizards

Valid from Pega Version 7.1.5

Improvements have been made to the integration wizards for SOAP, SAP, and .NET that enhance the user experience by providing clearer, actionable error messages when there are problems with WSDL uploads; letting you edit the endpoint while creating or testing the integration; clarifying how the data source class layer is reused and removing confusing terms; and adding an option in Tracer to view SOAP messages generated or received by integrations.

Apply logic to data import fields

Valid from Pega Version 7.3.1

When importing data from an external system, you can translate data fields into values that can be read by Pega® Platform. From the Import wizard, you can do the following actions:

  • Apply a decision tree or decision table to the data that is imported for a field.
  • Use imported data for a field to look up a value in another record. For example, you can look up the key of a record that uses an external identifier to populate a foreign key field.
  • Create templates that contain business logic, which eliminates the need to handle data transformations manually during preprocessing.

For more information, see Transforming data during import.

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