Published Release Notes

End of support for form-based rule forms in Pega 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

1. Open the class form.
2. Click the Advanced tab.
3. Select Harness from the Rule formmenu.
4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

• User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
• User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
• Rendering performance on modern browsers is dramatically improved.
• User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

Report Browser removed from Designer Studio

The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.

The Report Browser is still available in the Case Manager portal.

Pega 7 Express is available on-premises

You can now experience Pega 7 Express by switching your enterprise application from Designer Studio to express mode. By default, users with access to the Developer portal can switch between these two development environments. You can also create an express application to work in express mode exclusively.

Trial versions of Pega 7 Express continue to be available on the cloud. To view the documentation for both the cloud and on-premises environments, see Getting started with Pega 7 Express.

Access to Pega 7 Express from within Designer Studio is not supported on mobile devices.

Context-specific documentation is not available in express mode

Help topics that are opened from express mode display content that is specific to Designer Studio.

If your system is dedicated to applications that are developed in express mode exclusively, and you do not need Designer Studio help topics, you can set the Online Help URL field on the System Settings landing page to: https://pdn.pega.com/sites/default/files/help_p7e/procomhelpmain.htm. Alternatively, you can view the contextual help system for Pega 7 Express in a separate browser tab.

Design-time limitations in express mode

Some limitations apply when you develop an enterprise application in express mode. At design time, some features are disabled or have limited options when you configure them in Designer Studio and switch to express mode. The use of these features does not restrict the run-time behavior of your application; however, you cannot change the configuration of these features unless you switch from express mode to Designer Studio.

For more information about each limitation and the recommended action to take, see the following information:

• Pega 7.2.2 Design-time limitations in express mode
• Pega 7.2.1 Design-time limitations in express mode
• Pega 7.2 Design-time limitations in express mode
• Pega 7.1.9 Design-time limitations in express mode

Customized application overview documents in App Studio

Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.

For more information, see Creating project documents for stakeholders in App Studio, Exporting a data model into a document.

New send email automations and enhancements

You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.

You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.

For more information, see Calling an automation from an activity and Viewing automations.

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.

More efficient navigation between applications in App Studio

The new My Applications gadget helps you switch applications in App Studio more conveniently. You can also search applications by name instead of choosing an application from the list, and then select the access role that you want to use. In addition, you can see descriptions of your applications and create an application by going to the My Applications landing page. To use the My Applications gadget, ensure that you update the UI Kit to version 14.

For more information, see Adding the My Applications gadget, Switching between applications in App Studio.