Published Release Notes

Tags disappear from Rich Text Editor source mode

When you use Rich Text Editor in HTML source mode, some tags disappear from the markup, which causes backward compatibility issues and data loss.

Cause

Pega Platform™ version 8.5.5 introduced the DOM Purifier security plugin. The plugin removes potentially vulnerable tags, including custom tags, from the raw HTML code in the Rich Text Editor source mode.

Workaround

You can disable the DOM Purifier plugin by adding the the window.disableDomPurifier = true markup to the userWorkForm HTML fragment rule.

Alternatively, as of Pega Platform version 8.5.6, you can add a tag to the allow list by including the window.rteCustomAllowedTags = ['myCustomTag'] snippet in the userWorkForm HTML fragment rule. 

In Pega Platform versions 8.5.6 to 8.6, the iframe tag is added to the allow list by default.

End of active support for Cosmos React version 8.6

As of the release of Pega Platform™ version 8.8 in October 2022, the early adopter Cosmos React (now Constellation) UI is no longer supported. Consequently, Pega support teams no longer accept assignments and incident reports for the 8.6 version of Cosmos React and DX SDK. Upgrade to a later version of Cosmos React or Constellation to maintain support.

Facebook and YouTube data sets are deprecated

Pega Platform™ no longer supports the data set types in the Social category:

• Facebook data sets
• YouTube data sets

These features are deprecated and will be removed in future Pega Platform versions. Do not create any data sets using the Facebook or YouTube types.

New dynamic setting to manage validation of hidden fields

Pega Platform™ version 8.6.4 introduces a new DSS setting for Theme Cosmos and other section-based applications. The validateHiddenField setting controls whether the application validates fields that you hide through visibility rules. By default, validateHiddenField is set to true, which means that the application fields are validated for completeness even if they are not displayed in the form. You can also switch off this functionality by changing the setting value to false. 

For more information, see Managing field validation in hidden sections.

Post files and links with pxPostMessage API

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Change logic does not work in Report Editor

The Report Editor​ change logic button does not work. As a workaround, use the rule form to change the logic.

Case Management

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.

Create, Save As, and Specialization forms

The familiar “New” and “Save As” forms have been streamlined to make record creation faster and more intuitive. You can easily target a specific layer in your application stack, interactively define the record’s configuration and select only those circumstance definitions that make sense for your use case.

While the underlying behavior for creating a record is not new for this release, the redesigned UI of these forms and new defaulting strategy for fields is worth noting:

To launch these forms, use one of the new options found in the action area of the form header:

Note that not all record types support the ability to specialize by circumstance.

For more guidance on how to use the Create, Save As and Specialization forms, please refer to: Intuitive record creation and specialization

Flow rules not supported in IE8

In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.

Quickly create ad-hoc cases

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.