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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.

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.

Support for following users in the Pega Express and Case Manager portals

Valid from Pega Version 7.3

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

Enhancements to the Send Email smart shape

Valid from Pega Version 7.3

The following enhancements have been made to the Send Email smart shape:

  • You can now configure the Send Email smart shape in Pega Express.
  • You can use templates, such as a rejection template, in your email.
  • You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
  • You can insert a link to the case ID in your email.
  • You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
  • You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

Multistatus case dependencies replace custom implementations

Valid from Pega Version 7.3

You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.

For more information about defining a case dependency, see:

Cases no longer locked when followed

Valid from Pega Version 7.3

Work party properties of the type follower are no longer associated with the cases that you follow. Cases are no longer locked when you follow them, so now all users can follow a case. If you upgrade to Pega 7.3, you can run a utility to upgrade the cases that you are following so that they are no longer locked when they are followed.​

For more information, see Upgrading cases and followers.

Send event notifications in Pega Platform

Valid from Pega Version 7.3

You can configure applications to notify users of case changes or other significant events that occur in an application. Use notifications to engage application users by providing key updates that might be of interest to them.

You can deliver notifications over the default web gadget and email channels or use a custom channel that you created. You can configure multiple web gadgets to display different kinds of notifications. The email channel supports notification frequency of instant, daily, or weekly.

Application users can set their own notification preferences in the run-time portals or override the set preferences for a specific case type instance.

For more information, see Sending event notifications and Management of user notification preferences.

Pulse Extension points are deprecated

Valid from Pega Version 7.3

Beginning with Pega® Platform 7.3, Pulse uses the notifications feature to send notifications. As a result, Pulse extension points for email body, subject, and recipient list have been deprecated. Preferences set for Pulse notifications in earlier versions are no longer valid.

Use the alternatives listed in the following table to configure your Pulse message and notification preferences.

Deprecated extension pointAlternative extension pointCorresponding notification rule
pyInstantPulseNotification (Correspondence)pyAddPulsePost (Correspondence)pyAddPulsePost
pyReplyPulseNotification (Correspondence)pyAddPulsePost (Correspondence)pyAddPulsePost
pyMentionsPulseNotification (Correspondence)pyAddUserMentionedPost (Correspondence)pyAddUserMentionedPost
pyMentionsInNonCaseContext (Correspondence)pyAddUserMentionedPost (Correspondence)pyAddUserMentionedPost
pyNewPulsePostSubject (Field Value)pyAddPulsePostEmailSubject (Field Value)pyAddPulsePost
pyNewPulseFilePostSubject (Field Value)pyAddPulsePostEmailSubject (Field Value)pyAddPulsePost
pyNewPulseReplySubject (Field Value)pyAddPulsePostEmailSubject (Field Value)pyAddPulsePost
pyMentionedUserSubject (Field Value)pyAddUserMentionedPostEmailSubject (Field Value)pyAddUserMentionedPost
pyMentionedFollowerSubject (Field Value)pyAddUserMentionedPostEmailSubject (Field Value)pyAddUserMentionedPost
pyMentionedFollowerWithFilePostSubject (Field Value)pyAddUserMentionedPostEmailSubject (Field Value)pyAddUserMentionedPost
pyGetListOfEmailReceivers (Activity)D_pxGetCaseFollowers (Data page)pyAddPulsePost

To continue using the deprecated extension points, override the pyInvokepxNotify when rule and set it to return false.

For more information, see Management of user notification preferences.

New delivery method for Pega Survey

Valid from Pega Version 7.3

The functionality of Pega Survey is now provided by a standard ruleset in the Pega® Platform. This new delivery method keeps your survey capabilities in sync with the latest features and speeds up development because you no longer need to install or maintain a separate archive.

You must purchase a separate license to use survey capabilities in your application.

For more information about surveys, see the Pega Survey product page.

Deprecated survey APIs

Valid from Pega Version 7.3

APIs that were available in the PegaSurvey ruleset have been superseded by Pega® Platform APIs. Although older APIs continue to function in this release, it is recommended that you update your flows and flow actions to use the new APIs because they provide the latest survey capabilities, and deprecated features are not supported.

The following table maps deprecated APIs to their replacement APIs.

Deprecated APINew APIDescription
Work-.QuestionShapeWork-.pzQuestionShapeA flow that displays one simple question.
Work-.QuestionShapeScrWork-.pzQuestionShapeScrA screen flow that displays one simple question.
Work-.SurveyDriverWork-.pxSurveyDriver

A flow that displays questions in a survey, which can be simple or complex.

You can control whether the questions are displayed on one or multiple screens.
Work-.SurveySectionWork-.pxSurveySection

A section that displays questions in a survey.

You can reference this section from a user action, such as a flow action or connector flow action, in a flow.

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