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Known issues in this release

Updated on November 10, 2021

This section describes the known issues in this version.

Pega Sales Automation Release Notes
Note: To submit new issues or find out more about known issues, or to request a hotfix, go to the Pega Product Support Community. Look up or subscribe to your Support Requests (INCs) in My Support Portal. Ensure that you refer to the issue ID in all communications.
Issue IDTitle and DescriptionSuggested Resolution
BUG-498948

In Pega Sales Automation for Healthcare, when you enter census details in the Manual entry mode, switch to the Upload census mode, and then return to Manual entry, the details you entered manually before switching modes are lost.

Reenter the details.
BUG-537812

In Pega Sales Automation for Healthcare, you are unable to edit details on the Edit census page for an individual renewal quote request.

No resolution at this time
BUG-630108pzConversationHistoryItem section issue with PDF generation

Users cannot access the PDF generated from Chatbot.

No resolution at this time
BUG-636171Date inconsistent in Mobile Tasks List and Task Assignment

In the offline-enabled Pega Sales Automation mobile application, on the Mobile Task list, the due date is different than on the Task Assignment page.

Not an issue if the Operator and Mobile device timezones are the same.
BUG-642829

In Pega Sales Automation for Healthcare, when you edit employee details and add dependents for a Small Group opportunity on the Finalize census page, entered dependents details are lost.

Reenter the details.
BUG-667708

In Pega Sales Automation for Healthcare, on the Finalize census page, you are unable to view all encountered errors in the Census Validation Errors pop-up window because a scroll bar is missing.

No resolution at this time
BUG-667981Successive sync operation on same work object not working

In the offline-enabled Pega Sales Automation mobile app, when you create or edit an existing case, and then use the edit option on the confirmation screen, and submit the changes, the second edit is lost.

To edit any recently created or edited cases, navigate back to the List page and review the case to edit.
BUG-670977More Actions in offline-enabled mobile app review screen not working

In the offline-enabled Pega Sales Automation mobile app, the More Actions (three-dot) menu, in the upper right-hand side of a case review screen, does not work.

Not an issue if the Opportunity (Base, Individual, and Business) case types are not added as Offline case types in the Mobile channel.
BUG-687007

In Pega Sales Automation for Healthcare, you are unable to resolve Medicare opportunities created through lead conversion.

No resolution at this time
BUG-68744685-UI alignments in Appointment briefing PDF

When accessing an Appointment briefing PDF, the file has UI-alignment distortions.

No resolution at this time
BUG-690838pyCreate Harness definition conflict

When creating a business opportunity from Explorer panel > Create, the appearing dialog box header says "Create instance" instead of "New Business Opportunity", intermittently.

No resolution at this time
BUG-693089

In Pega Sales Automation for Healthcare, when you select a plan for a Large Group quote request, filters on the Select plans page do not filter the list of plans correctly.

Manually inspect plans.
BUG-693105

In Pega Sales Automation for Healthcare, when you select a plan for a Large Group opportunity, the State field on the Select plans page displays an error. The coverage area for that plan is incorrectly set to multiple states.

Manually set the state that the plan covers in the State field.
BUG-694526When updating from Pega Sales Automation 8.3 to 8.7, Household member data is copied to the wrong class.

In Pega Sales Automation 8.3, there are separate classes for Houeshold and Household members. In 8.7, there is only a class for Household and, in consequence, during the update your Household member data is saved in the implementation layer of Pega Sales Automation, which causes an error.

Move the Household member data from the implementation layer to the appropriate class in the product layer.
BUG-696559iOS: Overlay not coming properly when we check center overlay

In the Pega Sales Automation iOS mobile application, the local action does not display properly when the action's configuration is set to Center overlay, even with the Display as full screen on mobile device setting.

No resolution at this time
BUG-697722

In Pega Sales Automation for Healthcare, when you resolve a Medicare opportunity, quote requests under that opportunity with the New status are not resolved.

No resolution at this time

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