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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.

Data and integration troubleshooting enhancements

Valid from Pega Version 8.3

Identify how data is loaded in user interface (UI) elements, discover the data sources used, and navigate to the relevant rules by using the new Live Data tool. Use the Live Data tool to quickly troubleshoot data and integrations by providing data page information or autopopulate properties from the UI without searching through the clipboard.

For more information, see Troubleshooting data in UI elements.

Retrieve a flat list of fields from Pega Digital Experience APIs

Valid from Pega Version 8.3

You can now use the flatListOfFields parameter to retrieve a list of the fields in a case or flow action. With this parameter, you avoid parsing all the layout information for the Pega Digital Experience API, making it easier for you to see only what you need to build your user interface.

The following Pega Digital Experience APIs support the flatListOfFields parameter:

  • GET /casetypes/{ID}
  • GET /assignments/{ID}/actions/{actionID}
  • GET /cases/{ID}/actions/{actionID}

For more information, see Retrieve a flat list of fields from Pega APIs.

Attachment migration from Pega database storage to a repository

Valid from Pega Version 8.3

You can now migrate case attachments from Pega database storage to a repository by using a wizard from Pega Platform™. This ability is useful, for example, when you migrate from an on-premises deployment to a Pega Cloud Services environment and you want to reduce the size of your Pega database and manage all your case attachments in a single location.

For more information, see Migrating case attachments to a repository.

Specify a queue of user operations in Pega Digital Experience APIs

Valid from Pega Version 8.3

You can now specify a queue of page instructions for user operations on embedded pages, page lists, and page groups in Pega Digital Experience APIs. The page instructions allow your client application to more accurately model users’ actions.

Pega Digital Experience APIs support the following operations:

  • For embedded pages: DELETE, REPLACE, and UPDATE.
  • For page lists: DELETE, REPLACE, UPDATE, APPEND, INSERT, and MOVE.
  • For page groups: DELETE, REPLACE, UPDATE, and ADD.

For more information, see Page-related operation queuing with page instructions in Pega APIs.

Business logic-based routing to process cases more efficiently

Valid from Pega Version 8.3

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Create and view application settings in App Studio

Valid from Pega Version 8.3

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

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

  1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
    PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
  2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
    PegaRULES: DisableSettingsLandingPage

 

Task board enhancements for improved tracking of tasks

Valid from Pega Version 8.3

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

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 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.

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