Published Release Notes

Report Browser removed from Designer Studio

The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.

The Report Browser is still available in the Case Manager portal.

New field types in Form Builder

You can create forms in Form Builder that include the following field types:

• Data reference – Prompts users with a list of data records or instances of a specific data type.
• User reference – Prompts users to select or search for an existing user in the application.

For more information, see Data references in Form Builder and User references in Form Builder.

Reusable components in Form Builder

You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.

For more information, see Reuse fields panel in Form Builder.

Search field type is deprecated

The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.

For the full list of supported field types in Form Builder, see Supported display modes by field type.

Support for enterprise and express applications

When you run the New Application wizard, you can create two types of applications:

• Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
  
  By default, enterprise applications are developed in Designer Studio, but users have access to express mode.
• Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
  
  Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.

For more information, see Express applications.

Improved processing of correspondence details

When you send correspondence, the system now does not update the pxSendDateTime property on the pxCorrSummary work page that belongs to pyWorkPage. In previous versions of Pega Platform™, after sending correspondence, the update of the pxSendDateTime property could cause errors when working with an application at run time. To prevent such issues, Pega Platform now includes a pyEnableCorrSummary when rule that, by default, is set to false. If your business scenario requires updating the pxCorrSummary work page, set the when rule value to true.

For more information, see:

• Notifying participants about events
• Approval by email
• Sending automatic emails from cases

Support for picklists with parameterized data pages in App Studio in Cosmos React UI

You can now use data pages with parameters to populate a property of the picklist type with filtered results in App Studio. For example, in a survey case type, you can use a parameterized data page to configure cascading drop-down controls in which the values in a secondary drop-down list are based on the value that the user selects in the primary drop-down list. With dynamically-sourced picklists, you get greater flexibility in configuring picklists, and users see more accurate values.

For more information, see link Dropdown control Properties — General tab.

Upgraded selected third-party JAR files to support Pega Platform functionalities

Pega Platform™ 8.6 now provides upgraded versions of the JAR files that support various functionalities within the Platform, such as generating documents or PPTX files.

Upgrade impact

If you have custom implementations and use any classes from the upgraded JAR files directly in your code or through JAR APIs, after your upgrade to Pega Platform 8.6, your application might experience unexpected run-time behavior if the upgraded JAR version lacks any elements from the previous version. For example, custom implementations can typically include activities, functions, or non-autogenerated sections. Unexpected run-time behavior might also occur when you use a third-party library that has dependencies on the upgraded JAR files. If you use only default Pega Platform functionalities without any customizations, the JAR files continue to work correctly without any additional actions.

What steps are required to update the application to be compatible with this change?

If you have any JAR customizations, ensure that you test the upgraded JAR files for compatibility and upgrade impact. The following table lists the upgraded JAR files that might impact your application:

For more information, refer to the documentation of  your JAR provider.

Questionnaires available in App Studio

App Studio now supports authoring questionnaires, which in previous releases of Pega Platform™ were known as surveys. You can create questionnaires, add question pages, and populate the pages with questions of different types so that you can collect the exact data that your business processes require. For more efficient data management and reuse, data objects from a data model now store answers to questions, instead of autogenerated properties. For example, when a customer provides a date of birth in a questionnaire, and your application stores the date as a data object, you can conveniently reuse that data object in related cases. For greater flexibility, both standard Pega Platform and Cosmos React applications support questionnaires, however, some question types are unavailable in Cosmos React.

For more information, see:

• Create questionnaires in a low-code way in App Studio (8.6)
• Creating a questionnaire

Enhanced Pulse gadget for Cosmos React

Together with the DX API, the Cosmos React component now provides an overlay in which users can quickly view and select the feed sources from which to view Pulse messages. Users can also add attachments to their messages, and remove the messages that they post. These enhancements improve collaboration and speed up case resolution. For example, a case worker can view only posts from particular cases, to quickly find a request for additional information about a case, and then provide necessary details by attaching a relevant document.

For more information, see Configuring Pulse feed sources for Cosmos React and Posting a message in Pulse.