Published Release Notes

Survey rules are deprecated

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.

Questionnaire shape replaces Survey shape in legacy flows

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.

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.

Activity feed displays application messages

The activity feed for Pulse now displays messages within the context of the application of the logged-in user. If a user posts messages within the context of the application, all the users of the application can view the messages in their activity feed. Users can select the filter for application messages to view only these messages. For example, application messages can be used for release announcements.

For more information, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

Case and Pulse notification email subjects no longer contain IDs

The subjects of notification emails for cases no longer contain case IDs, and for Pulse, they no longer contain Pulse message IDs. The system now interacts with email clients by using the information that is stored in the email headers. As a result, comments are posted on a conversation even if users edit the subjects when they reply to these emails. Because the system also sends the replies as emails to the relevant users in the conversation, editing the subjects allows users to give appropriate descriptions of the emails to the relevant users.

For more information about email notifications, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Communicating with Pulse

Pulse enhancements

The enhanced layout of the Pulse interface provides a better user experience for posting messages, adding attachments, bookmarking content, and so on. You can now post messages in your activity feed, format messages, add inline images and links to messages, reference cases, and view the list of users who like messages. The Pulse email templates have also been improved to display email content in a coherent and structured format.

For more information, see:

• Pega Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

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.

Limited question and answer formats in new surveys

Complex questions and some answer formats for simple questions, such as attachment, are not supported by the new surveys that you create. Although you can create stand-alone questions in your survey library that use these formats, you can add these questions to legacy surveys only.

For more information about supported answer formats, see Answer formats for questions in a survey.