Survey rules are deprecated
Valid from Pega Version 7.4
Surveys that were created prior to version 7.4 of Pega Platform are now deprecated. As a best practice, recreate your survey by using the Survey Management landing page, and then reuse questions or question pages from your survey library.
For more information about creating surveys, see Improved survey authoring.
Deprecated survey APIs
Valid from Pega Version 7.3
APIs that were available in the PegaSurvey ruleset have been superseded by Pega® Platform APIs. Although older APIs continue to function in this release, it is recommended that you update your flows and flow actions to use the new APIs because they provide the latest survey capabilities, and deprecated features are not supported.
The following table maps deprecated APIs to their replacement APIs.
Deprecated API | New API | Description |
---|---|---|
Work-.QuestionShape | Work-.pzQuestionShape | A flow that displays one simple question. |
Work-.QuestionShapeScr | Work-.pzQuestionShapeScr | A screen flow that displays one simple question. |
Work-.SurveyDriver | Work-.pxSurveyDriver | A flow that displays questions in a survey, which can be simple or complex. You can control whether the questions are displayed on one or multiple screens. |
Work-.SurveySection | Work-.pxSurveySection | A section that displays questions in a survey. You can reference this section from a user action, such as a flow action or connector flow action, in a flow. |
Locatable pages are deprecated
Valid from Pega Version 7.3.1
Locatable pages are deprecated. Use a data page instead. Data pages provide improved performance. When you save a rule that has a Locate Page Activity or when you create an activity of type Locate page, a guardrail warning is displayed indicating that this feature has been deprecated.
For information about data pages, see Data pages.
Pulse Extension points are deprecated
Valid from Pega Version 7.3
Beginning with Pega® Platform 7.3, Pulse uses the notifications feature to send notifications. As a result, Pulse extension points for email body, subject, and recipient list have been deprecated. Preferences set for Pulse notifications in earlier versions are no longer valid.
Use the alternatives listed in the following table to configure your Pulse message and notification preferences.
Deprecated extension point | Alternative extension point | Corresponding notification rule |
---|---|---|
pyInstantPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
pyReplyPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
pyMentionsPulseNotification (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
pyMentionsInNonCaseContext (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
pyNewPulsePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
pyNewPulseFilePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
pyNewPulseReplySubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
pyMentionedUserSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
pyMentionedFollowerSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
pyMentionedFollowerWithFilePostSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
pyGetListOfEmailReceivers (Activity) | D_pxGetCaseFollowers (Data page) | pyAddPulsePost |
To continue using the deprecated extension points, override the pyInvokepxNotify when rule and set it to return false.
For more information, see Management of user notification preferences.
Search field type is deprecated
Valid from Pega Version 7.1.9
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.
Pega Express methodology in App Studio for successful Microjourneys
Valid from Pega Version 8.4
App Studio now supports the Pega Express™ methodology to help you visualize the key factors of your Microjourneys™ - case types, personas, and data objects. With Microjourneys, you can analyze and clearly communicate who the parties that interact with your cases are, what channels of communication they use, and what data they need to resolve a case. Associating personas and data objects with case types also helps you manage your development team's workload by using a list of the draft elements that they need to develop.
For more information, see Plan successful microjourneys in App Studio (8.4), Creating a microjourney for customer success.
Upgrade impact
During a Pega Infinity™ upgrade to 8.4 and later, clients using App Studio are asked to update their applications to support use of the Pega Express™ methodology. Without this application update, the Persona landing page and Data objects and integration landing page are empty. For more information, see Pega 8.4 Deep Dive: Pega Express methodology in App Studio.
What steps are required to update the application to be compatible with this change?
In order to utilize the Pega Express methodology in App Studio and use the Inventory page, click Start now to complete the update of your application and add the required rules to it. If you choose to cancel, App Studio continues to work as expected without the Pega Express methodology features; you can click Start now at the top of your application overview page at any time to install the required rules in your application.
Questionnaire shape replaces Survey shape in legacy flows
Valid from Pega Version 7.4
In flows that reference deprecated surveys, the Questionnaire shape has replaced the Survey shape. Although legacy surveys continue to function in this release, update your flows to use the Survey shape because it provides the latest survey capabilities, and deprecated features are not supported.
For more information about the new survey authoring experience, see Improved survey authoring.
Upgrade utility for Get Next Work performance
Valid from Pega Version 7.2.2
You can run a utility to upgrade Get Next Work processing to more quickly process assignments that were created in versions of the Pega 7 Platform earlier than 7.2.2. Performance is automatically improved on new installations.
For more information, see Upgrading Get Next Work performance.
Relationships between elements of Microjourneys in application inventory
Valid from Pega Version 8.4
A new Inventory page in App Studio helps you manage a delivery of your projects by giving you an overview of the elements of your application and how they interact with your Microjourneys™. The new Inventory page lists draft relationships between the case types, personas, and data objects that you want to implement through development. By checking releases that correspond to the items that you need to develop, you can prioritize your work accordingly.
For more information, see Plan successful microjourneys in App Studio (8.4), Creating a Microjourney for customer success, Managing application inventory.
Upgrade impact
During a Pega Infinity™ upgrade to 8.4 and later, clients using App Studio are asked to update their applications to support use of the Pega Express™ methodology. Without this application update, the Persona landing page and Data objects and integration landing page are empty. For more information, see Pega 8.4 Deep Dive: Pega Express methodology in App Studio.
What steps are required to update the application to be compatible with this change?
In order to utilize the Pega Express methodology in App Studio and use the Inventory page, click Start now to complete the update of your application and add the required rules to it. If you choose to cancel, App Studio continues to work as expected without the Pega Express methodology features; you can click Start now at the top of your application overview page at any time to install the required rules in your application.
Label changes to field types in Case Designer
Valid from Pega Version 7.2
The following field types have been renamed in Case Designer to be consistent with Data Designer and other areas of the Pega 7 Platform.
Label in previous versions | Label in Pega 7.2 |
---|---|
Text | Text (single line) |
Text (multiple lines) | Text (paragraph) |
Check box | Boolean |
Date and time | Date & time |
Date | Date only |
Drop down | Picklist |
Number (integer) | Integer |
Number (decimal) | Decimal |
Users who upgrade from versions prior to Pega 7.2 do not have to take any action because the label changes are cosmetic and do not affect the underlying controls or property types that support form building.
For more information about the field types that you can use when building a form, see Storage and display of single-value fields.