Published Release Notes

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

Redirect users to logout screen

New applications built in Version 7.1 will automatically redirect users to the PRPC login page upon logout.

A new template, Web-Session-Return-Template, has been added, to allow developers to customize their applications to redirect users to a logout page, if they wish.  This template can be copied to a ruleset visible to unauthenticated requestors (via node configuration) and used to override Web-Session-Return.

Source field not displaying in data transform

On the Data Transform rule form when using the Update Page action, if the Relation value is updated to “with values from”, the Source field will not be displayed.

(Note that for existing data transforms where the Source field has already been completed, this situation should not occur.)

Workaround

1. Below is a data transform that has been configured to use Update Page.
   
2. If a user were to choose an alternate source by updating the ‘with values from’ Relation value, they would not be prompted to provide a page name in the Source field.
   
3. At this point, to be able to enter the Source page value, the user has to save the rule, which results in an error because the source page value is blank. This causes the field to appear.
   
4. Once the field has appeared, the Source page value can be provided, and the form can be saved successfully.
   

Core Engine

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. 

Designer Studio

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.

Reports with visualizations of performance and automation levels for the email bot

In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.

For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.

Improved experience when building an IVA and Email Bot in App Studio

Build your Pega Intelligent Virtual Assistant™ (IVA) and Pega Email Bot™ while working only in App Studio. This approach makes the design process easier and more intuitive, and saves you time. You can now modify the advanced text analyzer configuration while working in App Studio. In addition, if you have access to Dev Studio, you can edit the text analyzer rule from App Studio for your chatbot or email bot by clicking a link to open the settings in Dev Studio.

For more information, see Adding a text analyzer for an email bot and Adding a text analyzer for an IVA.

Triage cases archiving in the email bot (Pega Cloud Services)

For Pega Platform™ that is installed in Pega Cloud^® Services, you can configure Pega Email Bot™ to archive resolved triage cases that are older than a specified number of days. Archiving triage cases improves the overall performance of your system by reducing the primary storage consumption and cost because the system places such resolved triage cases in a secondary storage.

For more information, see Archiving resolved emails for an email bot (Pega Cloud Services).

Business logic-based routing cards enhancements

To ensure that the sequence of business logic-based routing cards conforms to your business requirements, you now have the option to change the order of the cards. For easier navigation across multiple routing cards, the system automatically collapses the cards for you, and you can then easily expand the cards that you need to display.

For more information, see Navigate easier across business logic-based routing cards (8.5), Assigning users automatically at run time.

Usability improvements in the Email Manager and Case Manager portals

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.