Automated Unit Testing is unavailable
Valid from Pega Version 7.1.1
Automated Unit Testing (AUT) is unavailable in 7.1.1 - 7.1.5.
Starting in 7.1.6, users can access AUT features from supported browser versions of IE.
Privilege required for Recent Explorer
Valid from Pega Version 7.1.1
Users with custom roles defined must add the pxUpdateRecents privilege to see work in the Recent Items Explorer.
Use standard Developer portal
Valid from Pega Version 7.1.1
Customized versions of the Developer portal rely on legacy components and are not supported.
To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.
Top-level (named) pages may no longer be classless
Valid from Pega Version 7.1.1
Newly created top-level (named) pages may no longer be classless or have a blank pxObjClass property. This change can affect applications upgrading from versions prior to Pega 7 to the latest version, especially when:
- Application logic relies on a blank value in the pxObjClass property.
- An activity assumes a new top-level page is classless and explicitly sets pxObjClass in a Property-Set step.
- A data transform assumes a new top-level page is classless and explicitly sets pxObjClass using a Set action.
To avoid application failures, remove or update any logic that expects a blank pxObjClass. Where possible, use the new engine API that finds a page by both name and class:
findPageWithException(PageName, ClassName);
Activities and data transforms continue to create a top-level page when one does not exist. The class name is now derived from the Pages and Classes tab.
IE8 limits expansion features
Valid from Pega Version 7.1.1
Internet Explorer 8 (IE8) does not support CSS media queries, which are used by re-expansion features in the Designer Studio. IE8 users with low screen resolution (800 x 600) and a small window size may find that the explorer area in the Designer Studio collapses but cannot re-expand.
As a work around, access the Designer Studio from another supported browser version and use the recommended, minimum screen resolution width of 1280 pixels.
All tabs are accessible on delegated rule forms
Valid from Pega Version 7.1.1
Delegates can now access all tabs in a delegated rule form.
You can continue to customize the development experience for delegated users, such as line managers, who may not require the full set of rule form options. For example, you can prevent users from adding new nodes on the Decision Tree form or using the expression builder on the Map Value form. All users, including delegated users, can remove these restrictions if they hold a rule-editing privilege.
For more details on this process and a list of commonly delegated rules, see How to delegate a rule.
Conversation flow and smart shapes for the Digital Messaging chatbots
Valid from Pega Version 8.6
When creating Pega Intelligent Virtual Assistant™ (IVA) for Digital Messaging, chatbot developers can now use new conversation smart shapes in a dedicated flow, making the design process simpler, more robust, and intuitive. With the new smart shapes, the chatbot displays text messages or asks questions to users in one of several ways. In addition, developers do not have to create additional rules, switch tabs, or perform manual validation. You can associate the conversation flow that you create for your IVA with a business case, use the flow on its own, or reuse it in another conversation flow, improving the overall chatbot design process.
For more information, see Adding a stand-alone conversation process for a conversational channel, Adding a case type conversation process for a conversational channel, Editing the conversation smart shapes and Flow shapes.
Ability to forward emails in triage cases
Valid from Pega Version 8.6
When working on customer emails in the Email Manager or Case Manager portal, customer service representatives (CSRs) can now forward emails to additional stakeholders, for example, third-party vendors or sellers. As a result, CSRs that work with Pega Email Bot™ save time, improve responsiveness to customer inquiries, and make email triaging more efficient. The email bot keeps each forwarded email conversation in a separate email thread from the customer conversation, making the system more consistent and secure.
For more information, see Communicate with stakeholders on a customer query by forwarding emails and Forwarding emails to other stakeholders for an email bot.
Outbound email templates for email bots
Valid from Pega Version 8.6
Pega Email Bot™ now provides built-in templates for outbound email and an option to create your own, custom templates. You can use this feature to standardize branding for your applications and the company through your communication channels. For example, customer service representatives (CSRs), who use the Email Manager or Case Manager portals, can apply these templates to strengthen your brand's presence in every email that they send or that the email bot automatically sends as an acknowledgment for a user email.
You select an outbound email template when you configure the Email channel. The system provides you with three built-in outbound email templates that you can select or modify to fit the requirements of your organization.
For more information, see Creating an Email channel and Creating outbound email templates.
Association of incoming emails with triage cases
Valid from Pega Version 8.6
Customer service representatives (CSRs) can now associate an email triage case with existing business cases or service requests. As a result, CSRs can respond more quickly to information about the same issue reported by customers several times. The system displays a list of related service cases for the same customer that CSRs can then associate or disassociate from the open email triage case in the Email Manager or Case Manager portal.
For more information, see Associating service requests with a triage case and Keep related incoming emails together for a triage case.