Published Release Notes

Ability to search case attachments in Pega Cloud Services

File repositories in Pega Cloud Services are now indexed. Indexing allows your application users to search case attachments from end user portals based on content and metadata.

Add and manage landing pages in App Studio application menus

When working in App Studio, you can now create landing pages that are not directly associated with a case flow to make your application more informative. The landing pages are a good place to display the resources that are related to a case, images as well as text. Configure them to provide an overview of the work, workers, teams, reports, or any information that is available.

For more information, see Creating a landing page. 

Mobile apps now use custom-generated skeletons for page transitions

Mobile harnesses are now configured with custom-generated skeletons. Used during page transitions, skeletons render a temporary placeholder UI that closely matches the actual UI while data is being loaded from the data store. The use of skeletons enhances the user experience by providing a smooth transition while data is being loaded.

Skeleton transitions work with both dynamic and Ajax containers on the mobile client but work only with the Ajax container on tablets and desktops.

For more information, see Transition effects on actions.
 

Enabling access to upgraded help

After upgrading to Pega Platform ™ 8.1, the default URL to the upgraded help files might be incorrect. To enable access to the latest help files, reset the URL:

1. In the header of Dev Studio, click Configure > System > Settings > URLs.
2. Enter the Online Help URL:

   https://community.pega.com/sites/default/files/help_v81/

3. Click Save.
4. Log out and log back into Pega Platform.

For Microsoft SQL Server deployments, change settings to create data types in Integration Designer

For on-premises deployments that use Microsoft SQL Server, set the Pega-Reporting/reporting/useMergeHintForRRquery dynamic system setting to true. If you do not configure this setting, you might not be able to create a new data type in Integration Designer that uses Pega as the system of record. Configure the setting as follows:

• Owning ruleset: Pega-Reporting
• Setting purpose: reporting/useMergeHintForRRquery
• Value: true

For more information about configuring dynamic system settings, see Creating a dynamic system setting.

Translation support added to application guides

You can now localize the content in your application guides. By referencing paragraphs instead of rich text in your chapters and tasks, you can provide guidance to users in their native language.

For more information about application guides, see Creating a guide for end users.

Data entered in a new harness is lost after a sync operation

If you create a case in an offline-enabled application and enter data in a new harness, this data is lost after you click Submit and the sync operation takes place. For more information, see Offline capability and Enabling offline support for cases.

Fetch quality metrics for Pega unit tests by using the REST API

You can use the REST API to fetch quality metrics for the Pega unit tests of your application, such as unit test compliance, unit test execution results, test coverage, and guardrail compliance.

You can use the metrics returned by the service for gating purposes in a release pipeline.

For more information about the Pega API, see Pega API for Pega Platform.

Upgrading to the secure threading mechanism for email bots

In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.

Upgrade impact

If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:

• Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
• Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.

For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.

What steps are required to update the application to be compatible with this change?

For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.

The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.

For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.