Published Release Notes

Improved survey authoring

You can now add functionality, such as validation and visibility conditions, to a survey without having to manage multiple rule forms. By using the centralized options on the Survey Management landing page, you can visualize changes to survey items in real time and configure surveys more quickly.

For more information about improved options, see Streamlined survey configuration.

Decision logic added to surveys

You can now add decision logic to a survey to change the run-time order of questions. By defining a branch with conditions that skip or revisit questions, you can increase the flexibility of your survey.

For more information see Decision logic in surveys.

CRM core data types included in Pega Platform

Customer Relationship Management (CRM) core data types are now included with Pega^® Platform, making it easier to bring your data into your Pega application. You can either import your data into the data tables for the CRM data types or use integration to communicate with your own system of record. The database tables for these data types are non-Pega formatted, which gives you better performance and more control over your data.

For information about the database tables, see CRM data types in Pega Platform.

Add message header fields to the service email for Pulse email replies

The pzCreatePulseReply service email rule now has these additional fields in the message header: Message–ID, In–Reply–To, and References. As a result, the system interacts with email clients by using email headers when users reply to Pulse emails. If you configured a service email for replies to Pulse email notifications, add these fields to the service email to allow the system to post the replies in Pulse. If you are creating a service email, ensure that the message header and data have the same values as the values in pzCreatePulseReply.

For more information, see Enabling users to respond to Pulse email notifications.

Support for multiple attachments added to Pulse

You can now upload more than one attachment to posts and comments in Pulse. Because Pulse maintains the continuity of attachments in posts, email messages, and email notifications, you can use it to quickly follow conversations in a case.

For more information about the features that Pulse supports, see Communicating with Pulse.

Support for case references added to Pulse

You can now reference a case in a comment or post that you add to Pulse. By including a link in your message that opens a relevant work item, you can add context to a conversation.

For more information, see Enhancing a message in Pulse.

Quicker approach for reusing processes in a stage

You can now reuse processes more quickly in a stage when you define the life cycle for a case type. Reusing processes saves time and makes it easier to define processes for a stage instead of creating new ones. You can also reuse processes faster when you add parallel processes to a stage.

For more information, see Quick access for reusing processes in a stage.

Ability to annotate case attachments

Pega^® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.

For more information, see Case attachment annotations.

Applications not working as expected when using fast processing for Connect REST and Service REST integration

In Pega^® Platform 7.3.1, the Use fast processing option on Connect REST and Service REST rule forms did not work. The functionality has been fixed for Pega 7.4; however, some data model guidelines must be followed. If you use this option in Pega 7.3.1, and you did not follow the guidelines, your application might not work as expected after upgrading. Use the following data model guidelines when using fast processing:

• The JSON property names and the clipboard property names must match.
• The JSON tree structure and the clipboard tree structure must be similar.
• The scalar arrays in JSON must be mapped to the clipboard as page lists.
• Multi-dimensional arrays must be mapped into page lists of page lists with the same embedded property names.

In addition, page groups, value groups, and Java objects are not supported by fast processing.

Support for sending emails by using Microsoft Graph

Email integration with Microsoft Office 365 now supports sending emails by using Microsoft Graph. With this enhancement, you can send email with a more secure protocol that complies with your organization’s security policy.

For more information, see Creating an email account.