Operator presence record tracks disconnected status of operators
Valid from Pega Version 7.3
The state attribute in the operator presence record now tracks the operator connection status of DISCONNECTED, in addition to tracking the operator connection status of ACTIVE, AWAY, or OFFLINE. Operators are disconnected if their browser crashes, if they close a browser session without logging out of the system, or if the network connection is down. The DISCONNECTED status helps prevent work from being routed to operators who are not online or not available.
When the operator restores the browser session or the network connection is restored, the Pega® Platform updates the operator connection status to ACTIVE.
For more information, see Tracking the online presence of operators.
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.
Designer Studio keyboard navigation
Valid from Pega Version 7.3
Keyboard navigation adds speed and convenience to Designer Studio. To open the command palette and search within or select from a list of Designer Studio menu options, press Ctrl+Shift+P (Command+Shift+P on a Mac). For more information, see Navigate Designer Studio menus with the keyboard.
Enhanced autocomplete control with combo box functionality
Valid from Pega Version 7.3
You can now add combo box functionality to an autocomplete control. You enable this functionality on the Presentation tab of the control. In the combo box, search results that match the search criteria are displayed in a list that you can scroll through by clicking the down arrow.
For more information about how to configure an autocomplete control as a combo box, see Autocomplete Properties — Presentation tab.
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.
Consistent authoring experience for sections
Valid from Pega Version 7.3
Section references inside a dynamic layout have the same configuration options as a top-level section within a section (section include). Section references reduce the need for included sections, reduce the size of the document object model (DOM), and provide a more consistent authoring experience. You can specify a container format, set view and update privileges, and defer content load for sections within or outside of a dynamic layout. For more information see Harness and Section forms - Adding a section.
Refer to mixin settings in override CSS
Valid from Pega Version 7.3
You can refer to mixin settings inside an override CSS, which makes it easier to maintain and restyle your application. Properties for typography, border, background, and combination mixins can be referenced in an override CSS. For more information see Mixins in an override CSS.
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.
Tour IDs and Test IDs in UI controls
Valid from Pega Version 7.3
Many UI controls now support the Test ID and Tour ID fields in the General tab of the layout properties. The Test ID setting generates a data-test-id attribute to provide a fixed reference to a UI control for automated testing. You can use Tour IDs to create a guided tour of your user interface for users. For more information, see Test ID and Tour ID for unique identification of UI elements.
Test IDs and Tour IDs have been extended to the following UI controls.
Both Test IDs and Tour IDs are supported in the following types of controls:
- Autocomplete
- Button
- Check box
- Date time
- Drop-down
- Formatted text
- Icon
- Label
- Link
- Radio button
- Text area
- Text input
Test IDs are supported in the following controls:
- Grid
- Hidden text
- Tree
- Tree grid
Tour IDs are supported in:
- Dynamic layouts