Published Release Notes

Integration and security tab now divided into two tabs

The Integration and Security tab is now two separate tabs on the Application Definition form: Integration and Security. While the content of these two tabs are related, they function more effectively as separate tabs. The Security tab now includes the Authentication section, so you can add existing authentication services to your Application Definition to more effectively manage the security of your application. 

For more information, see Security tab of the Application Definition.

Nested conditions visible in the condition builder

Condition builder now supports the option to view nested conditions in a read-only mode, so that you can conveniently analyze and understand logic in your application. For example, if you create a condition that uses another When condition rule as a value to compare at run time, you can preview the configuration of that When condition. You can use this feature with When conditions nested at multiple levels, so that you can analyze even complex logic in your application.

For more information, see Defining conditions in the condition builder.

More detailed configuration of persona access in App Studio

App Studio now supports more precise configuration of access for personas so that you can improve the security and usability of your application. You can now define what actions a given persona can perform on a case, a data object, or a configuration set. You also save time because you define settings for an entire group of users that a persona represents. For example, you can configure a customer service representative (CSR) persona to view only cases that process insurance claims from VIP customers, without the option to modify the cases. As a result, you ensure that users of your application can interact only with relevant data, in a way that best meets your business needs.

For more information, see:

• Manage access for personas more efficiently in App Studio (8.6)
• Configuring access options for a persona

Improved security after hiding SQL values

In Pega Platform™ version 8.6, the default value of the showSQLInList dynamic system setting changes to FALSE, which suppresses the visibility of the SQL values in the Clipboard tool. With this setting disabled, when you run a report definition the clipboard does not display sensitive values in the pxSQLStatementPre and pxSQLStatementPost properties, which makes your system less vulnerable. If you want to display the values, in the .prconfig file, set the prconfig/security/showSQLInListPage/default to TRUE.

Questionnaires available in App Studio

App Studio now supports authoring questionnaires, which in previous releases of Pega Platform™ were known as surveys. You can create questionnaires, add question pages, and populate the pages with questions of different types so that you can collect the exact data that your business processes require. For more efficient data management and reuse, data objects from a data model now store answers to questions, instead of autogenerated properties. For example, when a customer provides a date of birth in a questionnaire, and your application stores the date as a data object, you can conveniently reuse that data object in related cases. For greater flexibility, both standard Pega Platform and Cosmos React applications support questionnaires, however, some question types are unavailable in Cosmos React.

For more information, see:

• Create questionnaires in a low-code way in App Studio (8.6)
• Creating a questionnaire

Improved resiliency and observability of email infrastructure

Pega Platform now has several enhancements to improve the resiliency and observability of its email infrastructure. With the following enhancements, you can improve service quality and reduce maintenance costs:

• Pega Predictive Diagnostic Cloud alerts notify you of connection timeouts and help you troubleshoot more quickly.
• Default values for email settings ensure that your email configuration is optimal and follows best practices.
• Email listeners automatically retry test connectivity upon start-up if the connection fails or authentication fails.
• Improved logging provides meaningful messages and log categorization to support debugging.

For more information, see List of events and notifications in PDC.

Improved support of browser actions in Cosmos React UI

Pega Platform™ applications that use the Cosmos React now maintain user settings for the duration of the session. For example, if a user applies filters and sorting to a table, and then opens a new document, the application retains the table settings when the user navigates back to the page by clicking the browser back button.

This change improves user productivity by reducing the need to repeatedly apply the same settings.

Improved modal dialog boxes

In Theme Cosmos applications, modal dialog boxes for case creation now support width customization. In addition to a bigger default width, the FlexModalTemplate format now includes the following CSS helper classes, which enable developers to adjust the width of dialog boxes:

• modal-width-1_5x – sets the minimum width to 960p.
• modal-width-2x – sets the minimum width to 1280p.
• modal-width-max-content – sets the minimum width to the maximum width of the content.

In this way, users can now more comfortably create entries that require more descriptive information, for example, bugs. In addition, the background of all modal dialog boxes is now translucent, which highlights the focus of the dialog box as the only active part of the UI.

For more information, see Modal dialog box.

Association of incoming emails with triage cases

Customer service representatives (CSRs) can now associate an email triage case with existing business cases or service requests. As a result, CSRs can respond more quickly to information about the same issue reported by customers several times. The system displays a list of related service cases for the same customer that CSRs can then associate or disassociate from the open email triage case in the Email Manager or Case Manager portal.

For more information, see Associating service requests with a triage case and Keep related incoming emails together for a triage case.

Decision tables authoring in App Studio

App Studio now supports the option to create decision tables that return values for a calculated field. For example, you can automatically calculate a life insurance rate for a customer by using a decision table that evaluates multiple factors, such as age, medical history, and current occupation. At run time, your application evaluates the values that the customer provides against the values in the decision table, and then responds with the most suitable result. By building decision tables in App Studio, you increase the flexibility of your low-code application and save time and resources, because a single decision table can provide results in multiple scenarios. You can also save and then reuse decision tables to speed up your application development even more.

For more information, see:

• Calculate values automatically in App Studio with decision tables (8.6)
• Calculating values with decision tables
• Authoring decision tables in App Studio