Published Release Notes

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)

PegaUnit testing now supports flows, case types, and additional assertions

You can now create PegaUnit test cases for flows and case types to verify that the rule returns the expected output when you run the test case.

Additionally, you can use the following new assertions

• Assigned to – Verifies that the case is routed to the appropriate operator or work queue.
• Case status – Verifies the status of a case.
• Attachment exists – Verifies that an attachment exists.
• Case instance count – Verifies the number of case types, such as child cases, that are created when the test case runs.

For more information, see PegaUnit test cases for flows and case types.

Improved requestor management

From the Requestor Management landing page, you can now manage active requestors and debug their activity on all nodes in the cluster, including the current node and remote nodes. You can view performance and requestor details; start the Tracer or Clipboard tool; profile, interrupt, or terminate the selected requestor; and estimate the data size of all requestors on the selected node.

For more information, see Managing requestors.

Listener management in Designer Studio

On the new Listener Management landing page, you can view and manage available listeners across the cluster, including on the current node and remote nodes. By using this landing page, you can quickly debug and trace listeners. You can start, stop, and restart listeners, and you can filter the list of listeners by, for example, type, status, class, or name.

For more information, see Managing listeners.

Consistent authoring experience for sections

Section references inside a dynamic layout have the same configuration options as a top-level section within a section (section include). Section references reduce the need for included sections, reduce the size of the document object model (DOM), and provide a more consistent authoring experience. You can specify a container format, set view and update privileges, and defer content load for sections within or outside of a dynamic layout. For more information see Harness and Section forms - Adding a section.

Enhancements to branches

Several enhancements to branches make it possible for you to now do the following tasks.

• You can see all branches in your application and built-on applications by clicking App > Branches.
• You can view all the rules in a branch in addition to quality statistics, such as the number of merge conflicts and guardrail warnings.
• You can run PegaUnit tests that are configured on rules in a branch.
• You can import branches from and push branches to a repository.
• You can create reviews of branch contents.

For more information, see Enhanced features for branches.

Capture real-time feedback with Agile Workbench

Project stakeholders can use the new Agile Workbench tool to capture real-time feedback directly in an application, which can increase the efficiency of application development. You capture feedback by creating a user story, bug, or feedback item, and these work items can include video recordings of screens, annotated screen captures, file attachments, or URLs. In Designer Studio, you can configure Agile Workbench to integrate with Pega^® Agile Studio so that bugs and user stories are synchronized between the two systems.

For more information, see:

• Pega Express 7.3 – Agile Workbench
• Pega Platform 7.3 – Agile Workbench

Enhancements to PegaUnit test cases

Several enhancements have been made to PegaUnit test cases.

• You can now use the following new comparators for the page assertion:
  • Has errors – The assertion passes if the system finds all the pages for which there are errors.
  • Has no errors – The assertion passes if the system finds all the pages for which there are no errors.
• You can now export a list of all the PegaUnit test cases that are in the system or that are configured on a specific rule type to Microsoft Excel format.
• You can now view PegaUnit test cases for built-on applications.

For more information, see the Configuring page assertions and Exporting PegaUnit test cases help topics.