Published Release Notes

Support for inline helper text for editable form fields

You can now configure inline helper text for editable form fields. The helper text is always visible on the form, and you can style the text to override the helper-text CSS class in the Override CSS file in the skin.

Providing helper text in editable form fields helps users complete forms more quickly and efficiently.

For more information, see Adding a Text Input control.

Improved view authoring

Case authoring in Cosmos React UI now features updated view authoring tools. The redesigned view tab and overlay provide a more intuitive interface for creating views, applying design templates, and adding fields and controls. This enhanced work environment improves the user experience and reduces context switching, which contributes to a lower development effort.

For more information, see Editing views in a case type.

Context-specific documentation is not available in express mode

Help topics that are opened from express mode display content that is specific to Designer Studio.

If your system is dedicated to applications that are developed in express mode exclusively, and you do not need Designer Studio help topics, you can set the Online Help URL field on the System Settings landing page to: https://pdn.pega.com/sites/default/files/help_p7e/procomhelpmain.htm. Alternatively, you can view the contextual help system for Pega 7 Express in a separate browser tab.

Update text analytics models instantly through an API

Use the pxUpdateModels API to automatically retrain text analytics models for which you gathered feedback as a result of the pxCaptureTAFeedback activity. The pxUpdateModels API provides an option to update the model with the latest feedback without having to open Prediction Studio. Instead, you can use the activity from your application, for example, through a button control.

For more information, see Feedback loop for text analytics.

Support for OAuth 2.0 authorization code grant type

Pega Platform™ now supports the OAuth 2.0 authorization code grant type, which allows Pega Platform to act as an OAuth 2.0 access token provider for native applications on mobile and other devices. By using the authorization code grant type for mobile clients, you no longer need to implement a variety of standards for various authentication providers. The authorization code grant type also supports the Proof Key for Code Exchange standard (PKCE) for securing public clients.

For more information, see Creating and configuring an OAuth 2.0 client registration.

End of support for form-based rule forms in Pega 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

1. Open the class form.
2. Click the Advanced tab.
3. Select Harness from the Rule formmenu.
4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

• User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
• User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
• Rendering performance on modern browsers is dramatically improved.
• User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

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.

Database storage used for passivation in High Availability mode

When an application is running in High Availability mode, the value attribute for initialization/​persistrequestor/storage in the prconfig.xml file or the Dynamic System Settings​ now defaults to "database."

Previously, applications running in High Availability mode required shared passivation, where either initialization/​persistrequestor/storage was set to “OnTimeout” or a custom passivation mechanism was used. The change to using database by default provides persistent storage for passivation, and provides control for the landing page for High Availability.

For more information, see Understanding passivation and requestor timeouts and the High Availability Administration Guide.

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.

Consistent search experience in App Studio

Pega Platform™ now supports a unified search mechanism in App Studio. Instead of manually locating a single item, such as a case type, a channel, or a data object, you can simply use the Search option in the navigation pane. You can also use Search in case types and personas landing pages, to conveniently access the information that you need, for example channels and case types associated with a persona.  

For more information, see Plan your Microjourneys more conveniently in an improved Case Designer (8.5), Creating a Microjourney for customer success.