Published Release Notes

Web portal reuse removed from the mobile channel

The reuse of web portals for creating mobile apps with a single web view is no longer supported. You can conveniently update your existing channels that reuse web portals to take advantage of the multiple-views experience and native mobile capabilities, such as native mobile list views or floating action buttons.

Upgrade impact

The Reuse web portal option is removed from Pega Platform 8.5 and later.

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

App developers need to use the migration tool available on the mobile channel to move their apps to the recommended new navigation designer. When users open existing mobile channel with the Reuse web portal option configured, they are prompted to run through the wizard to upgrade the mobile channel to the latest Pega Mobile Client based configuration. When this is done, app developers should rebuild the app.

Enhanced search in the mobile channel

The search configuration now includes up to three additional secondary fields, such as the case ID, category, cost, date, owner, and active channel. The enhancement increases the usability of search on mobile apps and provides more contextual information in the search results.

For more information, see Adding a search gadget.

Improved mobile channel user experience

Mobile channel authoring now includes two significant enhancements to the user experience. The new instant run-time preview makes security configuration more convenient. In addition, the offline tab is now present by default, to help you build offline-enabled mobile apps and complete assignments in areas with limited connectivity.

Enhanced swipe support for case actions

UI authoring in the mobile channel now offers more case-wide actions that can be performed by swiping on list items. For example, you can add a swipe action to attach an invoice to your expense work item. This enhancement increases usability and work efficiency as it allows for fast, instinctive mobile interactions.

For more information, see Designing a new mobile list page.

Alerts for long-running queue processor and job scheduler activities

Pega Platform™ now saves an alert in the performance alert log when a queue processor activity or a scheduled job runs longer than the configured threshold value. Use the alerts to identify potential performance issues with long-running processes.

The alerts are enabled by default. You can change the alerts for dedicated queue processors and job schedulers at the rules level. For standard queue processors, you can also set the threshold value for the Queue-For-Processing command in an activity. You disable the alerts in dynamic system settings.

For more information, see:

• PEGA0117 alert: Long-running queue processor activity
• PEGA0118 alert: Long-running job scheduler activity

Usability improvements in the Email Manager and Case Manager portals

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.

Geolocation tracking for the latest mobile client

The latest version of Pega Mobile Client™ now supports geolocation tracking for offline-enabled mobile apps. You can enable constant tracking when users work on specific cases from their worklists. This enhancement helps audit the trail of the case and increase the efficiency of your mobile users. For example, dispatchers at headquarters can track the routes of field workers and more effectively assign them tasks based on their current location.

For more information, see Tracking mobile users based on geolocation data.

Introduction of Search and Reporting Service

Pega Platform™ now uses Search and Reporting Service, which is an independent microservice. The new enhancement provides a convenient way to manage your application data, and is easier to maintain. For example, because of the cloud-based architecture of Search and Reporting Service, any bug fixes and performance improvements occur seamlessly, and have no impact on your overall experience in Pega Platform.

For more information, see Search and Reporting overview.

Ability to restrict access to the Import wizard

You can now restrict access to the Import wizard so that users implement an automated pipeline to deploy changes between environments such as staging and production. Deployment Manager is one method by which to create pipelines. By using pipelines to propagate changes, users can apply a standardized and automated deployment process for migrating their applications.

For more information, see:

• Ensuring that users migrate applications with a pipeline by restricting the Import wizard
• Understanding model-driven DevOps with Deployment Manager

New database tables for email bots

Pega Email Bot™ now uses two new database tables that make the system more reliable and improve system performance. The pc_work_triage table stores complete information about email triage cases for the email bot. The pr_index_tracktriageactions table stores information about captured actions in triage cases.

Upgrade impact

During an upgrade to Pega Platform™ 8.5, a dedicated job scheduler automatically migrates resolved and open triage cases to these email bot tables in the background. If you expose additional properties as database columns or expose additional custom columns in the pc_work table, you must prepare your application for this automated migration. For more information, see Migrating triage cases to new tables.

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

If the pc_work table in your application has no additional properties or custom columns, there is nothing to do; if it does, prior to an upgrade to Pega Platform 8.5, you must extend the pyPopulateColumnNamesExtension data transform to any exposed additional columns in legacy tables with this information.

For more information, see Database schema for email bot tables.