Published Release Notes

REST API for monitoring DSM services

Decision Strategy Manager (DSM) now provides a REST API that you can use to monitor DSM services without having to access Pega Platform™. By integrating your daily monitoring tools with the management REST API, you can retrieve a list of DSM nodes, check the status of these nodes, and view details of a service from all nodes in the cluster.

For more information, see Getting started with Pega API for Pega Platform.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Improvements for automated scenario testing

Test automation authors can group related scenario tests into suites. The scenario test suites can be run manually from the Scenario Testing landing page as part of purpose-specific tests such as smoke tests, regression tests, and outcome-based tests. Additionally, automation authors or release managers who monitor tests for an application can disable or quarantine unstable scenario tests so that they do not run.

For more information about creating and managing test suites for scenario testing, see Creating test suites for scenario testing.

Simple associations for quickly joining classes

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Exploring the data model.

Association changes after upgrade

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Associations.

Support added for multiple mashups

You can now include multiple mashups on a single webpage or browser, even if the mashups have different application and authentication requirements. Use mashups to embed a Pega Platform™ application as a gadget on your website. For example, you can embed Web Chatbot and Self-Service Advisor on the same website.

For more information about mashups, see Configuring the Mashup channel.

Mobile apps display skeletons for the initial screen load

Android and iOS mobile apps now display a skeleton before the initial screen loads, which enhances user experience and provides faster response to user actions on complex mobile screens or over slow networks. Until the initial screen is ready to be displayed, Pega Platform™ displays an empty placeholder that imitates the actual user interface.

Skeletons for the initial screen in mobile apps do not require any additional configuration.

Create custom criteria for proposition filters by using the condition builder

Proposition filters now use the condition builder to define the criteria that a proposition or group of propositions must match in order to be offered to a customer. The condition builder provides a simple, flexible tool for selecting and grouping the entry criteria.

For more information, see Create custom criteria for Proposition Filter rules with the condition builder (8.3).

Create and view application settings in App Studio

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

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

1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
   PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
   PegaRULES: DisableSettingsLandingPage

Support for multiple work queues in the Email Manager portal

Pega Email Bot™ now provides multiple work queues in the Email Manager portal. With this functionality, operators, such as customer service representatives, can now triage cases more efficiently by selecting different work queues. Operators have access to work queues only for the current Pega Platform™ application.

For more information, see Email Manager portal.