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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.

Post files and links with pxPostMessage API

Valid from Pega Version 7.1.4

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Quickly create ad-hoc cases

Valid from Pega Version 7.1.4

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

Stage-related audit notes

Valid from Pega Version 7.1.6

History notes for the following stage-related process steps appear on the user form's Audit tab:

  • Automatic Stage Transition
  • Manual Stage Transition
  • Process Stage Transition
  • Stage Skipped
  • Stage Started

You can select the ones you want to turn off for a given case type by copying the standard decision tree Work-.FilterHistory to your application ruleset and updating the above parameter entries.

Redesigned Process Modeler property panels

Valid from Pega Version 7.1.6

Process Modeler property panels have been reorganized so that it's easier to find the properties and fields you're likely to want, and quickly create the configuration you need. To enhance ease of use:

  • Tabs were eliminated.
  • All fields are located on a single panel and are grouped by their function.
  • The most commonly used fields appear at the top of the panel and are clearly visible.
  • Field and functionality of interest to advanced users are organized into an expandable Advanced section positioned at the bottom of the panel.
  • Business-friendly labels and headings, and instructional text make it easier for non-technical users to quickly understand the meaning and purpose of each field.

113786_assignmentpanel.png

Quickly add an attachment step to your processes

Valid from Pega Version 7.1.6

The Attachment step allows you to quickly add an Attach Content subprocess to your flow. Once added, choose the attachment type and instructions to present to users:

113931_attachment.png

Add search fields to forms

Valid from Pega Version 7.1.6

A Search field type is available in the Form Configuration dialog. This field enables users to search for and select a specific record from a list-type data page. Configuration is straightforward, as shown below:

113936_SearchField.png

At runtime, users search on the key field and any additional specified search fields. The user interface automatically refreshes, enabling dynamic results when selecting a search field.

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