Published Release Notes

Reports with visualizations of performance and automation levels for the email bot

In the Email Manager portal, you can now use built-in reports to visualize Pega Email Bot™ performance and the automation levels that are related to received emails, triaged cases, and created business cases. You can plug the reports to display the report data in other portals, for example the Case Manager portal. Based on the information displayed in the reports, you can adjust the machine learning models to achieve greater automation in the system.

For more information, see Viewing the reports for the Email channel and Built-in reports for the email bot.

Automatically update dependent applications to use the latest versions of built-on applications

You can now automatically update dependent applications to use the latest versions of built-on applications. When you import an archive that you created from a product rule, you can update all dependent applications to be built on the latest application versions in the archive.

For more information, see Updating dependent applications with the latest versions of built-on applications.

Business logic routing of approval steps

Pega Platform™ now supports routing of approval steps by applying business logic, in both App Studio and Dev Studio. Business logic uses a set of conditions to determine the most appropriate worker to approve a case by routing the approval based on defined conditions. For example, in a loan request case, the application can route the approval step to a manager if the importance of the case is set to high. For greater accuracy, business logic can also use skill set, availability, and workload to determine the appropriate worker. With business logic routing, you increase work efficiency and speed up case resolution.

For more information, see Determine a relevant case approver by using business logic (8.5), Requesting approval from users.

Low-code styling in mobile apps

The mobile channel now supports enhanced low-code styling and branding of mobile apps. For example, you can customize app icons in three different ways: by uploading an image, by selecting from a list of font icons, or by using the default text-based icons. This enhancement helps you to conveniently customize the look of mobile apps to match the branding guidelines of your company and provide a consistent experience for users across different channels.

For more information, see Applying a custom theme to mobile apps.

Improved experience when building an IVA and Email Bot in App Studio

Build your Pega Intelligent Virtual Assistant™ (IVA) and Pega Email Bot™ while working only in App Studio. This approach makes the design process easier and more intuitive, and saves you time. You can now modify the advanced text analyzer configuration while working in App Studio. In addition, if you have access to Dev Studio, you can edit the text analyzer rule from App Studio for your chatbot or email bot by clicking a link to open the settings in Dev Studio.

For more information, see Adding a text analyzer for an email bot and Adding a text analyzer for an IVA.

Improved case auditing in App Studio

In Cosmos UI, App Studio now supports expandable case steps. This enhancement helps users quickly navigate a case and provides deeper insight into the case flow. In addition, Cosmos UI also introduces an improved history view that helps you better meet your business auditing requirements.

For more information, see Managing Cosmos UI settings in case designer.

Upgrade impact

After an upgrade to Pega Platform 8.5 or later, the history and chevron designs change automatically. However, applications with custom history settings might still display the styling that you defined in the override.

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

If your application uses custom settings and you want to use the updated history, remove the overrides from the pyWorkCommonActions rule.

Offline support for Cosmos-based mobile apps

Mobile apps that are based on the Cosmos design system now support offline mode. Previously, offline-enabled apps had to rely on the classic look. Now, you can use the low-code Cosmos solutions to design apps that operate reliably regardless of the connection status. 

For more information, see Designing apps for offline mode.

Automated project estimation in App Studio

App Studio now supports estimating projects in an intuitive and automated way, so that you can plan your work with greater efficiency and accuracy. Estimations include the number of hours that you will need to deliver an application, based on multiple factors such as the delivery methodology, the number and complexity of features to implement, and the number of teams involved. After you provide the required data, the project estimator calculates the expected duration of application development. To share your project estimates outside Pega Platform™, for example with your stakeholders, you can also export estimates to an .xlsx file.

For more information, see Estimate projects automatically in App Studio (8.5), Estimating application development.

Enhanced application inventory to support features

Now the application inventory in App Studio also includes features that represent elements of your application to implement, such as language packs, along with personas and data objects. The inventory provides the option to add new features or reuse existing features from built-on applications. With the enhanced inventory, application development planning and tracking is faster and more intuitive because you can now easily check the features that your development team needs to implement. For greater clarity, the inventory supports different methods of grouping features, for example, by release or complexity.     

For more information, see Managing application inventory.

Automatic separation of date input

Date fields in Date Time controls now automatically divide strings of input into days, months, and years. In single fields, the system adds slashes (/) as the user types the value. For example, an input string of 10102020 becomes 10/10/2020. In separate day/month/year fields, the system automatically switches from one field to the next as the user types the value. This enhancement improves the user experience by helping to users provide input in a more convenient and time-efficient manner.

For more information, see Configuring a Date Time control.