Legacy rules removed to reduce Pega Platform installation size
Valid from Pega Version 7.4
The installation of Pega® Platform 7.4 removes deprecated and unused rules. The smaller installation size decreases rule sync time and reduces the amount of storage required for Pega Platform. In addition, the smaller installation reduces the rule database size and shortens installation and upgrade times. You can access the legacy rules, if needed, in the PegaLegacyRules:01-01-01 in the Resource Kit on the Pega Platform media.
For more information see Finding legacy rules in sections.
Survey rules are deprecated
Valid from Pega Version 7.4
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
Valid from Pega Version 7.4
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.
Limited question and answer formats in new surveys
Valid from Pega Version 7.4
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.
Improved survey authoring
Valid from Pega Version 7.4
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
Valid from Pega Version 7.4
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
Valid from Pega Version 7.4
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.
Support for extracting data from file attachments during email triage
Valid from Pega Version 7.4
With the Pega® Intelligent Virtual Assistant for Email, when you triage email interaction cases, the system can now use defined text analyzers to detect entities in files that are attached to the received email. The following file types are supported: DOC, DOCX, ODT, PDF, RTF, and TXT. This feature improves the machine learning and case processing capability for the Email user channel.
For more information, see Enabling the analysis of attached files during email triage.
New privilege required to access the Search landing page
Valid from Pega Version 7.4
After upgrading to Pega® Platform 7.4, users who do not have the pxAccessSearchLP privilege cannot access the Search landing page. The pxAccessSearchLP privilege is automatically assigned to the SysAdm4 role. If you have other roles that require access to the Search landing page, you must add the pxAccessSearchLP privilege to those roles.
For more information about assigning privileges to roles, see User privilege authorization. (Link to: basics/v6portal/landingpages/accessmanager/customizeprivilegestab.htm)
PegaDATA connection settings now required in the prconfig.xml file
Valid from Pega Version 7.4
If you use the default prconfig.xml file that is included with Pega® Platform, and you have not removed the PegaDATA connection settings, no action is required. If you use a custom prconfig.xml file, for example, for running tests, ensure that the database connection settings for PegaDATA are not blank.
For more information about the connection settings, see PegaDATA connection settings in the prconfig.xml file.