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.
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.
Execute Tests service now supports flows, case types, and PegaUnit test suites
Valid from Pega Version 7.3
The Execute Tests service now supports running flows, case types, PegaUnit test suites. Use the Execute Tests service to validate the quality of your builds after every build run.
For more information, see Running PegaUnit test cases and test suites with the Execute Tests service.
Support for creating PegaUnit test suites
Valid from Pega Version 7.3
You can now create PegaUnit test suites to group related PegaUnit test cases and run them in the order that you specify. For example, you can create smoke tests to verify that critical application functionality is working as expected.
For more information, see PegaUnit test suites.
Enable and disable functionality with feature toggles
Valid from Pega Version 7.3
You can enable and disable functionality in your application for development and testing by creating feature toggles on the Toggle Management landing page. You can also manage the toggles in your application from the landing page. For example, you can review the toggles that you want to retire at the end of a release, or migrate a toggle to other applications by changing the associated ruleset.
For more information, see Creating a toggle.
Support for following users in the Pega Express and Case Manager portals
Valid from Pega Version 7.3
You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.
For more information, see the following help topics:
Enhancements to the Send Email smart shape
Valid from Pega Version 7.3
The following enhancements have been made to the Send Email smart shape:
- You can now configure the Send Email smart shape in Pega Express.
- You can use templates, such as a rejection template, in your email.
- You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
- You can insert a link to the case ID in your email.
- You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
- You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.
For more information, see the following help topics:
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.
Improved requestor management
Valid from Pega Version 7.3
From the Requestor Management landing page, you can now manage active requestors and debug their activity on all nodes in the cluster, including the current node and remote nodes. You can view performance and requestor details; start the Tracer or Clipboard tool; profile, interrupt, or terminate the selected requestor; and estimate the data size of all requestors on the selected node.
For more information, see Managing requestors.