Published Release Notes

Data migration enhancements

Ensure a successful data migration by using a configuration template for setting up your environment before you migrate data into your application. From the new Migration settings landing page, configure dynamic system settings for migration and turn off database indexes and processes that might affect data migration performance. After you have finished migrating data, you can revert your system to its normal working state.

For more information, see Creating a migration configuration template.

Visual Data Model enhancements

View your application's full data model, see how its entities are related, edit and delete fields, and add fields to the model without exiting the Visual Data Model. In addition, you can now search the entire data model for fields and select a case or data type class to see its fields and relationships.

For more information, see Exploring the data model.

Use a JSON file to create a data type

You can now use a sample JSON response to create a data type in the Data Type wizard in Integration Designer. Using a sample JSON response reduces development time by providing the response schema when your REST endpoint is not available.

For more information, see Use a JSON file to create a data type.

Application settings categorization and reuse

Application settings are enhanced so that you can categorize and reuse application settings in all rules. You can reference an application setting in a rule and specify separate values for each production level. At run time, the setting holds the correct value for the application's current production level. This functionality helps you manage your application settings more effectively.

For more information, see Creating an application setting and Categorizing application settings.

Automate business process tracking by importing Excel files

To track business processes status and data, you can now import Excel files when you create a case or data object in App Studio. This functionality provides the following enhancements:

• You can now upload a CSV file when you create a case or data object in App Studio. By importing a CSV file, you can use the data in your spreadsheet to define your data model.
• You can generate a data import template that you can use to import a file in its original format during production.
• You can upload .xlsx files to avoid resaving your Excel file as a CSV file.

For more information, see Creating a data model from a spreadsheet.

Data APIs support data exploration in React UI tables

Data APIs have been enhanced to support filtering, sorting, paging, and aggregation in React UI tables. You can use that functionality to access your data quickly and intuitively. For example, by using paging, you can query a data page to retrieve the second page of an employee contact list and specify the number of results that are displayed on the page.

For more information, see Data API performance and limitations.

Support for advanced validation of embedded and referenced data

To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.

For more information, see Validating field values for stage entry.

Support for application-specific REST API calls

You can now call an authenticated REST API in the context of any application that is listed on an operator record by using the application alias URL. With the application alias URL, you can also develop REST services without changing the access group in the service package. REST services run in the context of the access group that points to the provided application, instead of the access group that is specified in the service package.

For more information, see Invoking a REST service rule.

Complete email and notification approval in App Studio

App Studio now supports complete email approval configuration directly in the Case Designer. Email approval settings now include composing a new message or selecting a template, saving templates to a library for future reuse, and adding attachments to an email. Additionally, you can now send the approval as a push notification to mobile users. With full configuration of email approval in App Studio, you save time and create unique and personalized email messages and push notifications in a no-code, intuitive way. 

For more information, see Obtain approvals from email and push notifications from App Studio (8.5), Requesting approval by email and push notification.

Business logic routing of approval steps

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.