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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.

Logic-based assignment routing

Valid from Pega Version 7.2.2

You can now define business logic that controls when and by whom an assignment is processed in a case. By routing assignments to a specific user or group of users, you can help ensure that cases are resolved faster.

For more information, see Logic-based assignment routing.

Robotic Process Automation (RPA) support for Pega 7 applications

Valid from Pega Version 7.2.2

You can now use Robotic Process Automation (RPA) to automate repetitive and unattended back-office activities directly from your Pega 7 application. By using RPA with your application, you can batch process large volumes of cases faster and with fewer errors compared with manual case processing. You configure the automations in Pega Robotics Automation Studio.

For example, when an automobile insurance claim is submitted, an automation can analyze the submitted information, look up and verify policy holder information, and update web and desktop applications with case information.

For more information, see:

Improvements to guided tour creation

Valid from Pega Version 7.2.2

Usability improvements to creating and managing guided tours enable you to more efficiently create tours that introduce the key features of your application. Now, you configure the Manage guided tour action on a control to start, continue, or dismiss a tour, instead of specifying an API script.

For more information, see Managing a guided tour.

Create case and Wait smart shapes available in Case Designer

Valid from Pega Version 7.2.2

Two smart shapes have been added in Case Designer. Use the Create case smart shape in a case step to create another case, a child case, or multiple child cases. Use the Wait smart shape to pause the process of a case under specified conditions.

For more information, see Adding a preconfigured step to a process.

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.

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.

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