Word merge support with Microsoft Silverlight plug-in
Valid from Pega Version 7.1.3
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.
Organization Setup superseded by New Application Wizard
Valid from Pega Version 7.1.3
The Organization Setup Wizard has been retired in PRPC 7.1.3. This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:
This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.
See the following PDN article for more details on the New Application Wizard:
Create new applications quickly and easily with Application Express
Enabling security policies now requires current password
Valid from Pega Version 7.1.3
As part of Pega’s initiative to protect against malicious attacks, the change password dialog has been enhanced. When Security Policies have been enabled for your system, new users or those with expired passwords will now be prompted for both their existing password as well as their desired new password.
For more details, review the Designer Studio > System > Settings > Security Policies landing page.
Application Express and the Content Security Policy
Valid from Pega Version 7.1.7
Application Express copies (if defined) the Content Security Policy (CSP) name (pyContentSecurityPolicyName) from the built-on application in a new application. It also sets the CSP mode (pyContentSecurityPolicyMode) to report. The values appear in the Content Security area on the application rule's Integration & Security tab.
When checking an application in the DCO Compatibility tool, a warning appears if the CSP name is missing.
Certain flow actions deprecated and replaced
Valid from Pega Version 7.1.7
To ensure compatibility with supported browsers and mobile devices and to enhance ease of design, the following flow actions are deprecated and replaced. As a best practice, use the replacement actions for new development. The deprecated rules are still supported and do not have to be updated.
| Deprecated | Replacement |
|---|---|
| Transfer | Transfer Assignment |
| TransferAdvanced | " |
| TransferToManager | " |
| TransferToWorkbasket | " |
| Approve | Approval |
| Reject | " |
| AttachAFile | Attach Content |
| pyAdjustSLA | Adjust Assignment SLA |
| pyAdjustSLATimes | " |
| pyChangeAssignmentSLA | " |
| pyUpdate | Update Case |
For example, the new Transfer Assignment action supports the most common routing options such as operator, workbasket, and reporting manager. Advanced options allow users to escalate, set due dates, update status, and provide instructions.
Transform Assignment form
See Atlas - Standard Flow Actions (Local).
Service levels are available on stage steps
Valid from Pega Version 7.1.7
For greater flexibility when configuring stages, you can associate a service level (SLA) with a step within the context of the stage only. Because this SLA overrides the one associated (if defined) with a a step, other steps that employ the same flow are not affected and can be configured independently.
See Using the Stages & Processes tab.
Managers can create and update cases using the Bulk Actions tool
Valid from Pega Version 7.1.7
The capabilities of the Bulk Actions tool have been expanded so that managers can go beyond simply being able to make bulk updates to existing cases. They can now:
- Create top-level cases for any case type in your application. By default, you can specify the label, description, and work status for each case.
- Define the case information you want to display on the grid by overriding the section pyBulkUpdate and configuring the columns.
- Update the case information you created in the Bulk Actions tool.
Create Cases option in the Bulk Actions tool
See Case Manager Portal — How to process assignments and cases in bulk.
Define distinct names to implementation and framework class layers in Application Express
Valid from Pega Version 7.1.7
When generating both implementation and framework applications in Application Express, you can now name the framework application and workpool class layers independently. This eliminates the need to update a framework's class structure in the new application. Previously, the framework layers used the same names as the implementation and could not be updated.
Class structure name fields in Advanced Configuration dialog
See Application Express — Advanced Configuration.
New case types contain one stage
Valid from Pega Version 7.1.7
When you create a new case type in the Cases Explorer or in Application Express, the system creates only one default stage. A single starting stage provides an intuitive design experience and eliminates the need to delete unused stages. Previously, a new case type contained three default stages.
Edit process-based case type flows in Case Designer Process Outline view
Valid from Pega Version 7.1.7
If your case type does not employ a stage-based design, you can now employ the Step Tree and other features available in Process Outline view to facilitate your design.
Click a process tile in the Stages & Processes tab to open the flow in Process Outline. In this example, the Graffitti report is selected.
Processes in Stages & Processes tab
The process opens in Process Outline view. Note that the tree view allows you to easily see and update the underlying shapes and subprocess that compose the Single Approval process.
Process in Process Outline view