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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.

Support for advanced validation of embedded and referenced data

Valid from Pega Version 8.5

To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.

For more information, see Validating field values for stage entry.

Complete email and notification approval in App Studio

Valid from Pega Version 8.5

App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way. 

For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.

Business logic routing of approval steps

Valid from Pega Version 8.5

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.

Default Create stage in a case life cycle

Valid from Pega Version 8.5

Pega Platform™ now adds a default Create stage to a case life cycle every time you create a new case type, both in App Studio and Dev Studio. The default Create stage includes a view that users interact with to provide initial data before case processing begins. Consequently, you can now easily locate the view to make any necessary changes. In the background, the Create stage makes a case type independent from the starting process, which removes relevant advanced configurations and makes application development faster.

For more information, see Capture initial data faster with the default Create stage (8.5), The Create stage.

Service levels for case stages

Valid from Pega Version 7.1.5

Service levels are available for stages in stage-based case management applications.

The service level starts when a case enters a stage and stops when it exits. The service level is defined in the Service level for stage field on the "Stage Configuration" dialog, which is accessed on the Case Designer Stages and Processes tab.

108951_stagesla.png

Alternatively, you can add a stage service level on the case type record's Stages tab.

Customize your starting flow list

Valid from Pega Version 7.1.5

The Designer Studio Create menu now populates the list of starting flows by referencing the case types that you select (including case types in Create Menu checkbox) on the application form's Cases and Data tab. The order of the case types on the tab dictates the order of flows that appear on the menu.

108956_CreateCaseMenu.png

Previously, the Create menu displayed all starting flows in the current workpool. This new feature enables you to control which flows appear on the menu.

You can change the sort order by customizing the extension activity pySortStartingFlows. For example, you can sort the flows by their short descriptions.

Where-Am-I? includes stage and step progress

Valid from Pega Version 7.1.5

In stage-based case management applications, the Where-Am-I? display includes a read-only presentation of primary stage and step shapes. Green checkmarks indicate completed steps. A red arrow indicates the current step.

108961_whereami_0.png

Stop active processes on stage exit

Valid from Pega Version 7.1.5

The Change Stage smart shape provides a "Remove processes on exit stage" option that stops all active processes in a stage when a case leaves it. The system removes the stage's open assignments from user forms.

Standard page lists for attachments

Valid from Pega Version 7.1.5

The following new standard page lists allow you to easily reference attachments in your designs:

  • pyAttachments — Holds a list of attachments of the current case.
  • pyAttachmentCategoriesList — Holds a list of attachment categories of the current case. This property can be used to fetch the attachment information by category (pyAttachmentsByCategory).
  • pyAttachmentsByCategory — Holds a list of attachments for the category set in the pyAttachmentCategory property in the current case.

When a user or system adds an attachment, the system automatically associates the page lists with the case, and populates them when the properties are referred to.

Creating an attachment category in a case type record automatically creates a property reference. See Redesigned Attachment Categories tab on Case Type record.

In addition, you validate the existence of an attachment by referencing the new function alias pxIsAttachmentOfCategoryInCase in a validate record. For example, you can use the properties and a validate record for building when logic that makes it necessary for a user to attach a document of category "SECCompliance" before the case can enter a stage.

Redesigned Attachment Categories tab

Valid from Pega Version 7.1.5

The Attachment Categories tab on the case type record has been redesigned as follows:

  • In the Category field, you can associate case types with a case by selecting one in the application ruleset stack, or create a new one by typing a name in the field.

    When you add a category to the list and save the record, the system automatically generates a page list property that that can be used to easily reference attachments by category.

    ​In the example shown below, the page list property AuditComplianceAttachments can be used to access a list of attachments in the Audit Compliance category.
    108697_attachments1.png

For ease of use during your design session, you can access this functionality using the "Attachments" option on the Case Designer Details tab.

The new function alias pxIsAttachmentOfCategoryInCase checks if an attachment of a particular category is attached to a case.

  • Auto-Attach capabilities are deprecated but still supported. The tab displays a read-only list of attachments that were configured with this feature in previous releases.
    • To remove this capability, delete the item.
    • For new development, use the Attach Content smart shape in your process diagram.

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