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Published Release Notes

Find release notes for the selected Pega Version and Capability.

Browse resolved issues for Platform releases.

Chart drilldown capabilities extended to dashboard widgets

Valid from Pega Version 7.3

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Define and manage features during application development

Valid from Pega Version 7.3

You can now define and manage the features and child features that you want to implement in your application. A feature represents any capability in your application that you want to promote to stakeholders during the application development process. When you develop an application and design case types, you can link each case type to top-level features in Designer Studio. In addition, you can associate existing rules with features, which maintains traceability and makes it easier for you to extend the application because you can identify the rules that are associated with each feature.

For more information, see Features.

Enhancements to exporting report results to Excel

Valid from Pega Version 7.3

When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.

These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.

Create connections to repositories

Valid from Pega Version 7.3

Pega® Platform can communicate with common repository technologies. Whenever an action creates a RAP, Pega Platform can browse, publish, or fetch artifacts: for example, when exporting an application, product, branch, or component. Repositories are instances of the Data-Repository class which holds all necessary connection information.

Pega Platform includes tools to connect with the following repository types:

  • JFrog Artifactory
  • Amazon S3

For more information, see Creating a JFrog Artifactory or Amazon S3 repository connection.

Improved data security for BIX extracts for Pega Cloud customers

Valid from Pega Version 7.3

Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.

New process for Pega Cloud customers to obtain BIX extract files

Valid from Pega Version 7.3

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

Associate rules and project management work items with features

Valid from Pega Version 7.3

You can now link a project management work item with a rule when you create a rule, check in a rule, and save a rule as a new rule, which automatically links the rule with any features that are associated with the project management work item. Associating project management work items, rules, and features maintains traceability and makes it easier for you to extend the application, because you can identify the rules that are associated with each feature. On the Application Overview landing page, you can also link existing rules directly to features in the Associated rules section of a feature.

For more information, see Associating existing rules with a feature.

Capture real-time feedback with Agile Workbench

Valid from Pega Version 7.3

Project stakeholders can use the new Agile Workbench tool to capture real-time feedback directly in an application, which can increase the efficiency of application development. You capture feedback by creating a user story, bug, or feedback item, and these work items can include video recordings of screens, annotated screen captures, file attachments, or URLs. In Designer Studio, you can configure Agile Workbench to integrate with Pega® Agile Studio so that bugs and user stories are synchronized between the two systems.

For more information, see:

Create application guides that direct users through tasks

Valid from Pega Version 7.3

Use the new Application Guide rule to create a guide that directs users through a set of tasks. A task can provide instructions to the user and include links to a landing page, wizard, URL, rule, or data record. After you add an application guide to a portal, users can open the guide from the Resources menu.

For more information, see Creating an application guide.

Associate project management work items with application features

Valid from Pega Version 7.3

You can associate project management work items that you create in Agile Workbench with features in your application stack. Work items include bugs, user stories, and feedback. Associating a work item with a feature improves traceability in your application.

For more information, see Associating a project management work item with a feature.

All Pega product release notes can be found on their product pages.

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