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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

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:

Silverlight1.jpg

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:

Silverlight2.jpg

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:

Silverlight3.jpg

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

Silverlight4.jpg

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.

While Silverlight is cross-browser, it is not fully cross-platform.  Mac users may use Word merge features in Chrome via Parallels.

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Organization Setup superseded by New Application Wizard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:

NewAppWizard.jpg

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.

Data and integration troubleshooting enhancements

Valid from Pega Version 8.3

Identify how data is loaded in user interface (UI) elements, discover the data sources used, and navigate to the relevant rules by using the new Live Data tool. Use the Live Data tool to quickly troubleshoot data and integrations by providing data page information or autopopulate properties from the UI without searching through the clipboard.

For more information, see Troubleshooting data in UI elements.

Retrieve a flat list of fields from Pega Digital Experience APIs

Valid from Pega Version 8.3

You can now use the flatListOfFields parameter to retrieve a list of the fields in a case or flow action. With this parameter, you avoid parsing all the layout information for the Pega Digital Experience API, making it easier for you to see only what you need to build your user interface.

The following Pega Digital Experience APIs support the flatListOfFields parameter:

  • GET /casetypes/{ID}
  • GET /assignments/{ID}/actions/{actionID}
  • GET /cases/{ID}/actions/{actionID}

For more information, see Retrieve a flat list of fields from Pega APIs.

Drag-and-drop functionality for lists and tables

Valid from Pega Version 8.3

Lists and optimized tables now support the reorganization of their content by reordering items. By configuring repeating dynamic layouts and tables to support drag-and-drop modifications, you enable users to move items between lists and within lists and tables. This enhancement ensures that you can create a flexible and dynamic user interface that helps users display and manage data.

The drag-and-drop functionality can also include custom actions that automate the processes that run when users move items.

For more information, see Configuring drag-and-drop functionality for lists and Configuring drag-and-drop functionality for tables.

Customized application overview documents in App Studio

Valid from Pega Version 8.3

Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.

For more information, see Creating project documents for stakeholders in App StudioExporting a data model into a document.

Attachment migration from Pega database storage to a repository

Valid from Pega Version 8.3

You can now migrate case attachments from Pega database storage to a repository by using a wizard from Pega Platform™. This ability is useful, for example, when you migrate from an on-premises deployment to a Pega Cloud Services environment and you want to reduce the size of your Pega database and manage all your case attachments in a single location.

For more information, see Migrating case attachments to a repository.

Automatic retries for the SAVE operation on records

Valid from Pega Version 8.3

Batch and real-time data flow runs now automatically retry the SAVE operation on records when an error occurs because of resource unavailability. This functionality ensures that the records are eventually saved if the target data set is only temporarily unavailable, for example, because of load or network issues.

You can configure the default number of retries for the entire system in a dynamic system setting. To adjust the setting to different resource allocations and operating environments, you can update that number for each data flow run.

For more information, see Changing the number of retries for SAVE operations, Creating a batch run for data flows, and Creating a real-time run for data flows.

New send email automations and enhancements

Valid from Pega Version 8.3

You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.

You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.

For more information, see Calling an automation from an activity and Viewing automations.

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