Published Release Notes

Data and integration troubleshooting enhancements

Identify how data is loaded in user interface (UI) elements, discover the data sources used, and navigate to the relevant rules by using the new Live Data tool. Use the Live Data tool to quickly troubleshoot data and integrations by providing data page information or autopopulate properties from the UI without searching through the clipboard.

For more information, see Troubleshooting data in UI elements.

Retrieve a flat list of fields from Pega Digital Experience APIs

You can now use the flatListOfFields parameter to retrieve a list of the fields in a case or flow action. With this parameter, you avoid parsing all the layout information for the Pega Digital Experience API, making it easier for you to see only what you need to build your user interface.

The following Pega Digital Experience APIs support the flatListOfFields parameter:

• GET /casetypes/{ID}
• GET /assignments/{ID}/actions/{actionID}
• GET /cases/{ID}/actions/{actionID}

For more information, see Retrieve a flat list of fields from Pega APIs.

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.

Attachment migration from Pega database storage to a repository

You can now migrate case attachments from Pega database storage to a repository by using a wizard from Pega Platform™. This ability is useful, for example, when you migrate from an on-premises deployment to a Pega Cloud Services environment and you want to reduce the size of your Pega database and manage all your case attachments in a single location.

For more information, see Migrating case attachments to a repository.

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.

Specify a queue of user operations in Pega Digital Experience APIs

You can now specify a queue of page instructions for user operations on embedded pages, page lists, and page groups in Pega Digital Experience APIs. The page instructions allow your client application to more accurately model users’ actions.

Pega Digital Experience APIs support the following operations:

• For embedded pages: DELETE, REPLACE, and UPDATE.
• For page lists: DELETE, REPLACE, UPDATE, APPEND, INSERT, and MOVE.
• For page groups: DELETE, REPLACE, UPDATE, and ADD.

For more information, see Page-related operation queuing with page instructions in Pega APIs.

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.

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

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.