Published Release Notes

Post files and links with pxPostMessage API

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Case Management

This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.

• Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
• Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
• If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
• May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
• Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
• The bulk processing feature has been enhanced.
• The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
• The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
• When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
• When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
• When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
• When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.

Flow rules not supported in IE8

In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.

Quickly create ad-hoc cases

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

Word merge support with Microsoft Silverlight plug-in

PRPC features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with IE) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft, as it is not shipped with PRPC.

Some common PRPC features affected by this change include the Application Document Wizard, App Profile, Specifications Landing Page, Specification form, and Case Type Landing Page.

Prior to using these features, Users of PRPC 7.1.3 need to set up their client system(s) as follows:

1. Install Silverlight plug-in

Follow the PRPC prompt to install Silverlight when you attempt to use the Word merge feature:

Or download package directly: www.microsoft.com/silverlight/

2. Install PRPC prerequisites

Microsoft Internet Explorer (IE) browsers automatically detect the need for PRPC prerequisites and will prompt for install:

Non-IE browsers will load a pop-up window when the user attempts to use the Word merge feature.  Use the link to manually download PRPC prerequisites:

Extract the .zip file, execute setup.exe and follow the install wizard:

Administrators setting up multiple clients at once may refer to the pzSLpreReqs.cab available in the PRPC 7.1.3 resource kit.

3. Restart browser

Log out of PRPC, close all open sessions and restart your browser.

The PRPC feature integrated with Word merge is now ready for use; Silverlight prompts are no longer displayed.

4. Troubleshooting

Silverlight installation requires access to your file system and a registry setting update to “trust” the associated Verisign certificate.  Contact your administrator if you encounter any security or permission errors during this process.

See the PRPC Developer Help for more information on browser setup requirements.

Integration

Critical customer-driven product improvements were made to SOAP services, SOAP connectors and connector wizard, CMIS connectors, and the Pega Image Viewer. These fixes addressed a handful of functionality gaps discovered in PRPC 7.1 and earlier releases by internal and external customers.

• A Connect-CMIS instance which was created using a reference to an ATOM Server Instance may now use Global Resource Settings.
• The Execute Synchronously (one-way operation) has been enhanced for SOAP Services.
• The Silverlight version of PegaImageViewer has been enhanced to print ranges of multiple pages at once.
• The SOAP Wizard has been improved to show all the ports which are available in the WSDL file.
• Two way SSL has been enhanced for the Connect-REST rule.

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

Data Management

Improvements to data handling were made for the Data Pages, autopopulate properties, and reference properties.  Lightweight lists were optimized.

• Property references are now maintained on the Work Page.
• PageList properties can reference a Data Page.
• Auto-populate properties can be used in a seciton to show results from a Data Page.
• Data Pages can run in “Page” mode as well as “List” mode
• The "Rules Not Using Lightweight List" report was enhanced.
• A PageList property that references a Data Page may be used to populate a grid.
• Related autopopulated properties can now be referenced.

Integration

Usability enhancements have been made to the integration wizards. The REST end-point integration has been improved, and XML parsing functionality has been enhanced.

• PRPC services can return Report or Listview data as XML.
• Work items may now be processed when accessing from a link in system-created emails.
• An SMTP outage will not cause an application to stop working.
• File listener will now read files using a leading asterisk (*).
• XML Parse rule will handle schema validation.
• PegaImageViewer will now work with Version 7.1.
• Security measures are enhanced for SOAP connections to web services.
• After generating rules using REST wizard, the Undo Generation button will delete all the generated rules.
• Email wizard has been improved.

Tracer supports SOAP messages

You can now select a Tracer Settings option to display SOAP connector and services messages in Tracer, which provides users with a better understanding of SOAP connector behavior.