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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.

DCO

Valid from Pega Version 7.1.4

This release focused on improving the user experience of creating new rules and tightening up the use of specifications in the Case Designer.  The layout of the New and Save As forms were made more intuitive and intelligent.  Specification actions were made to be more consistent across various aspects of the Case Designer.

  • After removing specification references, users can create and save a new specification.
  • Developers may now choose either an existing specification or create a new one for subflows and Split-For-Each shapes.
  • If a specification is not associated with flow shapes such as sub flows, Utilities, or Split-For-Each, it is possible to import speciications with the same names, and the flow shapes will default to using those imported specs.
  • In the outline view, specification changes will be preserved when switching from tab to tab.
  • The View Full Details functionality from either Configure Step or the Outline View will display all details, including the specification requirement links.

Attachment support for requirements

Valid from Pega Version 7.1.6

Requirements now support attachments. You can add attachments from the Designer Studio > Application > Profile > Requirements landing page, the Add/Edit Requirement modal, or the requirement rule form.

Enhanced document generation

Valid from Pega Version 7.1.6

The following usability improvements have been made to documents generated by the Application Document Wizard:

  • Stages and Processes now appear for case types that use Case Lifecycle Management. This diagram includes hyperlinks to corresponding sections in the document and is scoped to top-level processes only.
  • All flows (excluding pyStartCase) referenced by a case type now appear in documents. This removes previous constraints on non-starting, draft, and checked out flows.
  • Entity Relationship Diagrams (ERDs) are now embedded in documents as Visio objects.
  • Sections without content are omitted from the generated document.
  • Screenshots are labeled.
  • Requirement text (Long Description) is included in the Requirements Matrix section.
  • Linked requirements appear in context beneath their associated specification.
  • Acceptance Criteria appears in context beneath the associated specification, report, or correspondence item.

Tracked changes persist between client sessions

Valid from Pega Version 7.1.7

The Microsoft Word native change tracking feature persists between client sessions for specifications. Enable this feature to facilitate collaborative reviews of your specifications with project stakeholders.

Inserting your specification updates as tracked changes allows you to:

  • Provide visible markup to the next reviewer.
  • Correlate edits to a specific user and time.
  • Generate documents that include markup and comments.

Local settings, such as the colors you specify for markup, do not persist between clients.

For instructions on how to prevent markup and comments from appearing in generated documents, see Advanced options for editing specifications.

Add multiple attachments at once

Valid from Pega Version 7.1.7

You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.

Plan projects using release data

Valid from Pega Version 7.1.7

Requirements and specifications can now be mapped to a target release and iteration within a specific release. Populating these fields allows you to set and publish a release schedule through worksheets generated by the Sizing wizard. Access these fields from the Application Profile landing page or by opening any requirement or specification.

The Release and Iteration fields as they appear in a specification and a corresponding worksheet

The Sizing wizard incorporates values from the Release and Iteration fields for specifications only.

Specification type extended for decisioning users

Valid from Pega Version 7.1.7

Specifications now support a Decision Strategy Manager (DSM) type. This allows you to map your specifications to a decisioning component, such as a strategy or model. After you select an appropriate subtype and provide relevant metadata, you can run the Sizing wizard to incorporate these details into project sizing worksheets.

DSM specification details as they appear in the Specification form and Sizing wizard output

You must have access to Decision Management rulesets to create DSM specifications. For more information on specification types, refer to the Details tab of the Specification form. To view all specifications in your application, filtered by type, refer to the Application Profile landing page.

Add collections as linked implementations

Valid from Pega Version 7.1.7

You can now identify a collection or individual steps within a collection as an implementation of a specification. Linking specifications to rules allows you to more accurately convey your application design to project stakeholders. Use the Specifications tab on the Collection form to create these links.

To see all implementations for a given specification, refer to the Application Profile landing page or the Implementations tab of the Specification form.

Add project branding to generated documents

Valid from Pega Version 7.1.7

The standard Word Template for specification descriptions is now extensible. Using a customized template allows you to brand your generated documents with project-specific elements.

Specialize the Rule-Application-UseCase.pySpecificationDescription rule to:

Generated document with custom company logo

Refer to Advanced options for editing specifications for instructions on how to override this template.

Improvements to the Document Application tool

Valid from Pega Version 7.2.1

Application profile documents and application documents generated by the Document Application tool have been improved to present information in a more logical order based on how the application was built (for example, by case life-cycle management). Also, these types of documents now include all specifications linked with an implementation rule, presented in logical order under the implementation rule.

In addition, to help you more efficiently drive decisions by stakeholders, you can specify whether to include related built-on application layer assets in application profile documents and application documents. For specification documents, you can specify whether to include specifications from the built-on application layer.

For more information, see Document Application tool.

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