Published Release Notes

Case-insensitive filtering in reports

Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.

For more information on report filtering, see Editing filter conditions.

Improvements to email case triaging

Improvements to Pega Intelligent Virtual Assistant™ (IVA) for Email make the system more robust and user friendly. When you reply to emails in a triage case, you can forward the email, reply to all, and use the carbon copy (cc) and blind carbon copy (bcc) fields. You can also send Pulse messages to discuss an email case without exposing the information to external users. You are notified in the Email Manager and Case Manager portal if you receive Pulse messages. Even when an email case has been resolved and appears as read-only, you can still send Pulse messages.

For more information, see Email Manager portal and Email triage.

Improvements to the Email channel configuration and content analysis

To make the Intelligent Virtual Assistant™ (IVA) for Email more useful and easier to manage, you can track all the Email channel configuration changes that you or other operators make. The system now also detects defined entities and topics, not only in the contents of the email messages and its attached files, but also in the email subject field which improves the responsiveness of IVA to emails. You can map same text that appears in an email triage case to different entities. In previous versions of Pega Platform, only the email body was analyzed but with subject analysis, now the entire email is analyzed for topics and entities, including its salutation and signature.

For more information, see Tracking configuration changes in the Email channel and Enabling the analysis of subject field content during email triage.

Changes to the Attach Content control in Pega Client for Windows

Users who access offline-enabled Pega Platform™ applications from Pega Client for Windows can now use the Attach Content control within a case view to attach files with a native file picker control or take screenshots with a device camera. Images are immediately attached to the case, and image file names are based on a time stamp. If a device has no camera, the client skips the source selection step and the native file picker control opens.

For more information, see Harness and Sections forms – Adding an Attach Content control.

Facebook and Web Chatbot configuration in the preview console

When you develop a Pega Intelligent Virtual Assistant™ (IVA) for Facebook or Web Chatbot, you can now teach interactive bot conversations by chatting with the bot in the preview console and guiding the artificial intelligence algorithm to the right responses. This ability greatly accelerates conversation development and simplifies configuration, while providing the developer with more transparency in the mechanisms that produce specific responses.

For more information, see Simulating a conversation and building a chatbot runtime and Testing and building a chatbot from the preview console.

Manage test ID access with an access group role

Test IDs for user interface components are available only to users who have the PegaRULES:TestID role added to their access group. This requirement allows administrators to limit access to test IDs to users who create or run tests. At run time, applications do not include the test ID data for users without the PegaRULES:TestID role, which reduces the amount of code that is downloaded to the client.

For more information see Managing Test ID access with an access group role

More display options for charts

Display properties have been expanded for charts that you add to a report harness or section. In addition to setting general display properties, you can set visibility and color options, control hover highlight behavior for data points and legends, and define more presentation options for grids and tooltips. The additional presentation options enhance your chart design and provide a way for you to effectively highlight important data.

For more information about configuring charts, see Harness and section forms - Adding a chart.

Better navigation between pages

The navigation between landing pages and configuration pages in App Studio has changed so that only one tab at a time is displayed in the work area. This change eliminates the maximum tab limit message. Navigate to previous pages by clicking the back arrow at the top of the work area or click the Back to preview button in the workspace header to open a page in the selected device preview.

Text file rules support the Google Closure Compiler

Text file rules support Google Closure Compiler as the default option for minification of JavaScript code. Minification reduces the size of JavaScript in text file rules for faster download. Access the Closure Compiler by selecting it in the Minification menu in a text file rule. For more information, see Text File rules - Completing the Main tab.

Support for rich user interface controls in IVA for Web Chatbot

You can now use rich user interface controls in Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot because Pega Platform™ includes a framework for advanced user interface controls. You can use a date picker control and add file attachments while chatting with the chatbot. These features provide a richer and more robust user experience and they help the user accomplish tasks more quickly without the need for complex validation messages.

For more information, see Use rich user interface controls in Web Chatbot.