Case Management
Valid from Pega Version 7.1.4
This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.
- Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
- Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
- If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
- May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
- Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
- The bulk processing feature has been enhanced.
- The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
- The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
- When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
- When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
- When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
- When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.
Core Engine
Valid from Pega Version 7.1.4
This release contains fixes related to clipboard and declarative features, including data pages and autopopulate.
- A rule may be changed using Private Checkout, and then checked into a higher RuleSet Version for that RuleSet.
- Agents may now use a 24-hour time period for scheduling, as well as a 12-hour time period (which required the selection of AM or PM).
- Caching and performance have been enhanced.
- Declare expressions will work with embedded page lists when creating forms.
- Mandatory parameters on a data page can handle blank values.
- Properties may be auto-populated using a reference property which is created with a Property-Ref method in an activity.
- System will use "private edit" rules in developer's personal RuleSet when that rule overrides the "standard" rule available to all.
- The Page-Remove method will now remove Data Pages at the Thread level and the Requestor Level.
- When copying a page using the "Set" action on a data transform, the Declare Indexes defined on that data will be updated.
- When creating a data page, the Reload Once per Interaction checkbox can be checked to set the refresh strategy.
Database
Valid from Pega Version 7.1.4
Improvements to data handling were made for search indexing, agent processing, and filtering. Scripts were provided for proper population of the database tables.
- Importing data from shared obj-external tables is now supported.
- A validation warning will now display when an unexposed property is used in filter or join conditions.
- A Global Search index may now be created across two databases.
- Agent processing on multiple nodes has been improved.
- Improvements were made to controls in Report Definition pages which are used in a dynamic grid.
- Filtering functionality involving special characters has been enhanced.
- Scripts have been provided to populate the RuleSetVersion Major, Minor, and Patch columns.
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.
Decision Management
Valid from Pega Version 7.1.4
This release contains a number of fixes that improve the configuration and execution of Batch decisions – specifically, a number of usability improvements and addresses some issues when creating strategies on IE8.
- Batch Decision functionality has been enhanced in the NBAM environment.
- In NBAM, users can run the strategy execution batch based on the Seed list class instead of the customer class.
- Interaction data will now work even if Action or Organization dimensions do not have values set.
- Running a strategy which includes a Data Import of a structured page reference will work in batch mode.
- Security was enhanced on the VBD Planner.
- The Access of Role to Object rules have been enhanced to allow users to create new Dimension Operator records.
- The NBAM Segment On Canvas will now fetch the SegMap data, even when the generated extended segment class has not been added to the Pages and Classes of the strategy. The SegMap property will (if it exists) be added to a list of properties to fetch, even if the strategy indicates that it is not used.
- When a strategy is defined on a customer class, users may now specify the list of required properties to fetch for the input definition.
- When creating a new strategy, there is now a section to add a Strategy Results class like Business Issue or Group.
Designer Studio
Valid from Pega Version 7.1.4
Many refinements to the Designer Studio were made around performance and user experience. Based on feedback, we have made a number of bug fixes and strategic improvements that improve the overall user experience.
- The Developer Portal connects to the PDN's RSS feed without needing a DigiCert certificate for validation. The RSS feed is just headlines; to open and read any of the articles, users will still have to log into the PDN.
- Expression Builder has been enhanced to work with IE8.
- New applications built in Version 7.1 will automatically redirect users to the PRPC login page upon logout. A new template has been added, to allow developers to customize their applications to redirect users to a logout page, if they wish.
- Performance improvements were made when saving and validating rules.
- Performance of the Guardrails Dashboard has been improved.
- The display of circumstanced rules in Application Explorer has been enhanced.
Integration
Valid from Pega Version 7.1.4
Critical customer-driven product improvements were made to SOAP services, SOAP connectors and connector wizard, CMIS connectors, and the Pega Image Viewer. These fixes addressed a handful of functionality gaps discovered in PRPC 7.1 and earlier releases by internal and external customers.
- A Connect-CMIS instance which was created using a reference to an ATOM Server Instance may now use Global Resource Settings.
- The Execute Synchronously (one-way operation) has been enhanced for SOAP Services.
- The Silverlight version of PegaImageViewer has been enhanced to print ranges of multiple pages at once.
- The SOAP Wizard has been improved to show all the ports which are available in the WSDL file.
- Two way SSL has been enhanced for the Connect-REST rule.
Reporting & Data
Valid from Pega Version 7.1.4
This release fixed many existing unlocalizable elements in 7.1 reporting interfaces (The Report Viewer, Report Editor, Chart Editor, and the Report Browser) and now they are fully localizable. Changes were made to make Listview, summaryview, and report viewer display possible WCAG 2.0 level A and AA support.
- Parameters may now be used in a sub-report join condition.
- Report Definition localization has been enhanced.
- Standalone ListViews with embedded SmartInfo have been improved to resize appropriately when the SmartInfo section is expanded.
- The data section of a report will now display in all of the available space when a fixed header option is selected.
- When localizing a listview with filters, tool tips are translated.
System Management
Valid from Pega Version 7.1.4
Refinements were made to out-of-place upgrade documentation and processes, as well as for how handling is performed for all of the database vendor specific nuances related to a deploying into a split schema environment.
- A script was created to run the data schema upgrade for z/OS systems.
- In a split-schema configuration, indexing has been enhanced.
- The product installer has been enhanced.
- The stand-alone Static Assembly Utility does not require a password for its process.
- The UpdateManager tool has been improved.
User Interface
Valid from Pega Version 7.1.4
This release had a focus around improving support for accessibility for all the PRPC UI Components as well as extending capabilities for responsive design with grids and tabs. A series of cosmetic changes and fixes are included.
- Improvements have been made for action items being opened in a dynamic container.
- Row repeat functionality in sections has been improved to better handle source properties.
- Screen layouts have been optimized for the iPhone platform
- The display on dynamic containers has been enhanced to provide the same behavior for both single-mode and multi-mode.
- The Launch Harness feature has been improved to launch into a pop-up window.
- The operator menu will now display from the Case Manager portal.
- The Primary Page functionality has been enhanced for control-defined Repeating Tab Headers.
- Using local actions defined as modal windows has been enhanced to work in an iPAD using a Safari browser.
- When using a modal dialog to open a flow action in a repeat grid, to add an item to the list, users may now cancel out of this dialog if no changes are needed.