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)

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.

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.

Remotely start automation server jobs to perform branch operations

You can remotely start a job on your automation server, such as Jenkins, after an activity has occurred, for example, after you push a branch to a remote system of record. You can configure a continuous delivery pipeline on the job by using the branches REST service and merges REST service to detect conflicts, merge branches, and return the status of the merge. By remotely starting a job to detect conflicts and merge branches, you can more quickly deliver higher-quality software.

For more information, see the following PDN articles:

• Using branches with Pega repositories in a continuous integration and development pipeline.
• Remotely starting automation jobs to perform branch operations and run PegaUnit tests.
• Performing branch operations in a continuous integration and delivery pipeline with REST services.

Multistatus case dependencies replace custom implementations

You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.

For more information about defining a case dependency, see:

• Pega Platform - Pausing a process in a case
• Pega Express - Pausing a process in a case

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.

Case types and data types open in a landing page

In Pega^® Express, Case Designer and the Data Designer now open in a landing page rather than a modal dialog. This enhancement improves the user experience for creating and updating case types and data types.

Deprecated support for Microsoft ActiveX controls

Beginning with Pega Platform 7.3, Microsoft ActiveX controls are no longer supported in any version of the Pega Platform, and technical support for ActiveX is limited. It is recommended that you use HTML-based, cross-browser solutions for improved performance and greater security.

For more information, see Deprecation of ActiveX controls in Pega Platform.

Edit sections in Pega Express at run time

You can enable editing of sections that were created by a template. Run-time editing allows Pega Express business users to identify and edit sections that contain content. You mark sections as editable by selecting the Allow section to be edited at runtime check box on the Settings tab of the section. For more information, see Run-time editing of sections in Pega Express.

Simplified section property panels in Pega Express

When you edit sections in Pega Express, the sections display a simplified properties panel. This panel presents the essential section properties in an intuitive way to streamline the editing process. To access this properties panel in Pega Express, click the Pencil icon next to an editable object. For more information, see Runtime editing of sections in Pega Express.