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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.

PDF/UA support

Valid from Pega Version 8.4

PDF documents that you generate in Pega Platform™ are now in PDF/UA format. This enhancement improves accessibility for users who rely on assistive technology, such as screen readers.

For more information, see Setting PDF file versions.

Upgrade impact

With an upgrade to Pega Platform 8.4 and later, the underlying PD4ML library in Pega Platform changes from v3.10 to v4.x. Following an upgrade, most standard HTML-CSS conversions to PDF work seamlessly; however, if you use the following custom coding in their application to convert HTML to PDF, you may find that PDF generation works differently than expected or no longer works:

  • Application layer Java in activities that directly link to the underlying PD4ML library
  • A Rule Utility Function
  • PD4ML tags in HTML fragments

For example, the following PD4ML proprietary CSS keywords are no longer supported in v4.x:

  • pd4ml-page-break-border-top
  • pd4ml-page-break-border-bottom

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

After you upgrade to Pega Platform 8.4 and later and find your PDF generation works differently than expected or no longer works, you should consult the latest documentation available at pd[4]ml support site. You may also consider using the Compact CSS instead of the application skin for PDF generation; for details, see Creating PDF files by using a compact style sheet.

Personalized views in table layouts

Valid from Pega Version 8.4

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

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

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.

pxFeed replaces pxContextFeed and pxActivityFeed Pulse gadgets

Valid from Pega Version 7.4

The pxContextFeed and pxActivityFeed gadgets have been replaced by the pxFeed gadget to integrate the functionalities of viewing and posting messages in the Pulse activity feed. You can include this gadget within a section or harness across your application, for example, in the dashboard of the Case Manager portal, to display the activity feed. You must add the latest UI Kit ruleset to ensure that your application uses the pxFeed gadget instead of the pxContextFeed and pxActivityFeed gadgets to generate the activity feed.

For more information, see Pulse gadget and custom APIs.

Survey rules are deprecated

Valid from Pega Version 7.4

Surveys that were created prior to version 7.4 of Pega Platform are now deprecated. As a best practice, recreate your survey by using the Survey Management landing page, and then reuse questions or question pages from your survey library.

For more information about creating surveys, see Improved survey authoring.

Questionnaire shape replaces Survey shape in legacy flows

Valid from Pega Version 7.4

In flows that reference deprecated surveys, the Questionnaire shape has replaced the Survey shape. Although legacy surveys continue to function in this release, update your flows to use the Survey shape because it provides the latest survey capabilities, and deprecated features are not supported.

For more information about the new survey authoring experience, see Improved survey authoring.

Limited question and answer formats in new surveys

Valid from Pega Version 7.4

Complex questions and some answer formats for simple questions, such as attachment, are not supported by the new surveys that you create. Although you can create stand-alone questions in your survey library that use these formats, you can add these questions to legacy surveys only.

For more information about supported answer formats, see Answer formats for questions in a survey.

Add message header fields to the service email for Pulse email replies

Valid from Pega Version 7.4

The pzCreatePulseReply service email rule now has these additional fields in the message header: Message–ID, In–Reply–To, and References. As a result, the system interacts with email clients by using email headers when users reply to Pulse emails. If you configured a service email for replies to Pulse email notifications, add these fields to the service email to allow the system to post the replies in Pulse. If you are creating a service email, ensure that the message header and data have the same values as the values in pzCreatePulseReply.

For more information, see Enabling users to respond to Pulse email notifications.

Browser unresponsive when logging in to Designer Studio

Valid from Pega Version 7.4

The What's new in 7.4 widget on the Designer Studio home page uses WebGL to render its background animation. If your browser is running on a virtual machine without hardware acceleration, your browser might become unresponsive because of this widget. Click the Hide this until next release button to remove the widget. At your next login, the widget will not be displayed.

Set a time zone for the DateTime control

Valid from Pega Version 8.3

The DateTime control now supports the selection of a specific time zone. Apart from the default local time zone, you can choose a Java-supported time zone or enter a property. For example, you can make it easier for a manager working in New York to schedule a task for a worker in London by configuring a calendar picker on user forms to show a date and time for Europe/London.

Beginning with this release, the calendar picker defaults to the current time in the time zone that is defined in the operator record. Previously, it defaulted to the local time zone of the system.

For more information, see Specifying a time zone for a DateTime control.

Upgrade impact

After a successful upgrade, the DateTime gadget displays the time in the current operator's locale, which is defined on the operator rule form or in the browser.  

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

If you need to display the system time from which the user has logged in, and if this is not the same as the time in the user's locale (based on the browser setting), set the Locale field in the operator ID to be blank so that the browser-based setting and the displayed time are the same as the system time.

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