Published Release Notes

DocuSign integration

You can now integrate DocuSign with your Pega 7 Platform application to collect digital signatures during case processing. You can make a signature request to DocuSign by adding the Send via DocuSign smart shape to your flow. You can customize your request by overriding the data transforms that are used to make a successful signature request to DocuSign.

For more information, see Integrating DocuSign with the Pega Platform.

Flexbox layout mode for dynamic layouts

The flexbox layout mode is available for dynamic layouts and is now the default layout mode for newly created dynamic layouts. In a flexbox layout, sections contained within the layout can grow or shrink to fit the available space, providing a more efficient way to distribute space between items in a container. Existing dynamic layouts can be converted to the flexbox layout mode. You can configure the layout mode on the Presentation tab of the Dynamic Layout property panel.

For more information, see Dynamic Layout Properties — Presentation tab.

Protect against insecure deserialization

Deserialization is the process of rebuilding a data stream into a Java object. The Open Web Application Security Project (OWASP) has identified insecure deserialization as one of the top 10 security vulnerabilities for web applications. Pega Platform™ protects against this vulnerability by using filters that prevent deserialization of suspect data streams. You can configure these filters from the Deserialization Blacklist landing page.

For more information, see Configuring the deserialization filter.

Data flow runs retry connections that fail

Real-time and batch data flow runs now retry dataset connections that fail when the related service is temporarily unavailable, for example, when a connection to a Cassandra database times out. With the automatic retries, you no longer need to run data-heavy and CPU-intensive jobs multiple times and the maintenance of data flow runs diminishes significantly.

For more information about accessing event details, see Creating a real-time run for data flows and Creating a batch run for data flows.

Failed Robotic Assignments work queue type changed to Standard

The default Failed Robotic Assignments work queue type is now Standard. In previous releases, the default type was Robotic. For usage information, see Configuring a work queue for robotic automation.

Upgrade impact

After upgrading to Pega Platform 8.5 and later, you cannot save case types in which you configure the Queue for robot smart shape to route new assignments to the Failed Robotic Assignments work queue. Existing assignments that you routed to the Failed Robotic Assignments work queue are not affected.

How do I update my application to be compatible with this change?

As a best practice, do not use the Failed Robotic Assignments work queue in your custom implementations. Instead, configure the Queue for robot smart shape to route new assignments to a Robotic work queue. When possible, update existing case types to use the robotic work queues that you created in your application.

Improved mobile user experience with spaces

Spaces in mobile apps have been enhanced to provide a wider screen area for navigation between content tabs such as Pulse, Boards, Subspaces, and Tasks. Mobile users can now use native selection controls to choose from the same space-specific actions that are available to users of desktop-based applications. The enhancement improves the usability of spaces and promotes collaboration between mobile users.

Spaces on mobile apps do not require any additional configuration.

For more information about spaces, see Collaborating with users by using spaces.

File sharing improvements in custom mobile apps

Case management in custom mobile apps that are built for Android and iOS using Pega Infinity Mobile Client™ is now improved with the enhanced Attach content control. You can now attach files of any type from the device storage and from cloud services, for example, Google Drive or iCloud, or from other mobile apps that are installed on the device. Additionally, you can share any file attachments, except for signature files, in external mobile apps.

For more information, see Enabling attaching files to an application.

More display options for charts

Display properties have been expanded for charts that you add to a report harness or section. In addition to setting general display properties, you can set visibility and color options, control hover highlight behavior for data points and legends, and define more presentation options for grids and tooltips. The additional presentation options enhance your chart design and provide a way for you to effectively highlight important data.

For more information about configuring charts, see Harness and section forms - Adding a chart.

Data migration enhancements

Ensure a successful data migration by using a configuration template for setting up your environment before you migrate data into your application. From the new Migration settings landing page, configure dynamic system settings for migration and turn off database indexes and processes that might affect data migration performance. After you have finished migrating data, you can revert your system to its normal working state.

For more information, see Creating a migration configuration template.

Savable data pages support loading pages individually from a page list

You can now load individual pages in a page list from single object data pages to your case and data types. This functionality allows you to save autopopulated properties with the Load each page individually option using a flow action, save data page smart shape, or the activity method.

For more information, see Saving data in a data page as part of a flow.