Data and integration troubleshooting enhancements
Valid from Pega Version 8.3
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
Valid from Pega Version 8.3
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.
Customized application overview documents in App Studio
Valid from Pega Version 8.3
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
Valid from Pega Version 8.3
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
Valid from Pega Version 8.3
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
Valid from Pega Version 8.3
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
, andUPDATE
. - For page lists:
DELETE
,REPLACE
,UPDATE
,APPEND
,INSERT
, andMOVE
. - For page groups:
DELETE
,REPLACE
,UPDATE
, andADD
.
For more information, see Page-related operation queuing with page instructions in Pega APIs.
Create and view application settings in App Studio
Valid from Pega Version 8.3
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?
- 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
- If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
PegaRULES: DisableSettingsLandingPage
More efficient navigation between applications in App Studio
Valid from Pega Version 8.3
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.
Editable list of build-on application features
Valid from Pega Version 8.4
Pega Platform™ now provides you with an option to edit the list of features in your application stack. Now you can define the order of the features to generate application documentation that lists the features by their priorities instead of the time of creation. For example, you can reorder the features when you want to communicate to your stakeholders which elements are top priorities.
For more information, see Learning about feature order.
Improved data page performance
Valid from Pega Version 8.4
Data pages that are sourced from report definitions now support server-side paging. This functionality optimizes the performance and memory of data pages, making them more efficient at retrieving large lists of data. In addition to getting page indicators at the top of a grid, you can sort and filter columns in a grid in conjunction with paging. If you want the system to use server-side pagination, you can also enable pagination from the Data page rule form.
For more information, see Defining data page access.