Published Release Notes

Drag-and-drop functionality for lists and tables

Lists and optimized tables now support the reorganization of their content by reordering items. By configuring repeating dynamic layouts and tables to support drag-and-drop modifications, you enable users to move items between lists and within lists and tables. This enhancement ensures that you can create a flexible and dynamic user interface that helps users display and manage data.

The drag-and-drop functionality can also include custom actions that automate the processes that run when users move items.

For more information, see Configuring drag-and-drop functionality for lists and Configuring drag-and-drop functionality for tables.

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.

Usability improvements to Admin Studio

Admin Studio offers a variety of usability enhancements, including:

• New access groups to differentiate between full and read-only access to Admin Studio
• A Java class lookup utility
• A requestor list for the logged-on operator
• The ability to display system node type in the logs

Also, if your environment uses Predictive Diagnostic Cloud (PDC), the Admin Studio overview page now includes a link to PDC.

For more information, see Managing requestors.

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.

Table toolbar functions

Optimized tables now support a table toolbar, that provides application users with the ability to adjust the data display to their needs. The toolbar conveniently groups several standard functions and custom actions. By using the toolbar, users can change the visibility of columns, group table data by fields, adjust the height of rows, and then save their personalized view. The toolbar is generated automatically, which provides a consistent design throughout your application.

For more information, see Configuring the table toolbar.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

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.

Role-based page access in App Studio

App Studio now supports the management of access to pages in your application based on user roles. You can use this functionality to define which pages are visible for every role, for example, make an analytics page available only to an administrator.

For more information, see Configuring role-based page access.

Visual enhancements and native search in UI-Kit 14

In addition to general bug fixes, UI-Kit 14 provides new font icons and enhancements to support Pega Infinity Mobile Client™ apps, such as a default native search configuration for finding case data. The improvements reflect the latest design trends and Pega Platform™ UI capabilities. By using UI Kit's sample end-user UI styling and components, you provide a consistent user experience across your applications.

In addition, the UI-Kit 14 introduces the following changes:

• The red triangle icon has been removed from error messages.
• The color of the calendar icon is now consistent with other icons.
• All caret down icons for auto-complete and multi-select lists use the caret-down.svg file.
• Checkbox alignment has been improved with the reduction of the left margin by 1px.
• The border-radius value has been reduced to 4px.
• The background and box shadow for rich text editor have been removed.
• The bottom margin for radio buttons has been removed.
• The header height of the None container format has been changed to 50px.
• The label font size has been changed to 14px.
• The label and border color have been slightly darkened.