Published Release Notes

Create and assign tasks in Pulse

You can now create and assign tasks in Pulse for case work that needs to be completed within a specific time frame. For example, you can assign a task to yourself as a reminder to upload proof of address documents to a Car Loans case by the end of the day.

For more information, see Creating a task in Pulse, Enabling users to post messages in the activity feed.

Support for rich HTML text in IVA for Email

Pega Intelligent Virtual Assistant™ (IVA) for Email now supports rich HTML text in email conversations, which enhances the overall user experience. You can enable this option in the Email channel configuration in IVA for Email to display rich text in email conversations for case triaging. Natural language processing (NLP) analysis works flawlessly in scenarios for all email content that contains rich HTML text.

For more information, see Enabling rich HTML text in emails.

Additional case settings in App Studio

You can now make it easier to distinguish your case type from other case types by customizing its icon and selecting a unique case ID prefix in the General case settings.

You can also access Locking and Notifications case settings in App Studio without switching to Dev Studio.

For more information, see:

• Changing the case ID format
• Changing the case icon
• Managing concurrent access to a case
• Enabling case notifications

Add varied content to a case with Recent content gadget

In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Create single sign-on authentication services from App Studio

You can create and enable single sign-on (SSO) authentication services from a new landing page in App Studio. From this new landing page you can also configure new SAML and OpenID Connect authentication services to provision users. For more information, see Creating a SAML SSO authentication service and Creating an OIDC SSO authentication service.

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

Kafka custom serializer

In Kafka data sets, you can now create and receive messages in your custom formats, as well as in the default JSON format. To use custom logic and formats for serializing and deserializing ClipboardPage objects, create and implement a Java class. When you create a Kafka data set, you can choose to apply JSON or your custom format that uses a PegaSerde implementation.

For more information, see Creating a Kafka data set and Kafka custom serializer/deserialized implementation.

Data flow life cycle monitoring

You can now generate a report from the Run details section of a Data Flow rule that provides information about run events. The report includes reasons for specific events which you can analyze to troubleshoot and debug issues more quickly. You can export the report and share it with others, such as Global Customer Support.

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

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.

OAuth 2.0 support in Integration Designer

Integration Designer now supports the configuration of OAuth 2.0 authentication with authorization code and client credential grant types. Use OAuth 2.0 authentication when creating a new data type, replacing a data source, or updating a data source.

For more information about REST integrations, see About Connect REST rules, and for more information about OAuth 2.0 Authentication, see OAuth 2.0 providers.