View attachments inline
Valid from Pega Version 7.4
You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.
For more information, see Inline preview of attachments.
Discontinued support for list view and summary view rules
Valid from Pega Version 7.2
The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.
You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.
List view and summary view reports might not display in HTML5-compliant browsers
Valid from Pega Version 7.1.7
List view and summary view reports use framesets to provide a view of drill-down reports. HTML5 does not support framesets, so these reports might not display well, or at all, in versions of browsers that are compliant with HTML5.
To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports. Standard management reports are already available as report definition reports.
As of Pega 7.2, list view and summary view rules are deprecated. For more information, see Discontinued support for list view and summary view rules.
Process Outline view is unavailable
Valid from Pega Version 7.2
Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.
For more information, see Designing a case type and Diagram tab on the Flow form.
Access views in one location
Valid from Pega Version 7.2
You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.
For more information, see Views in a case type.
Improvements to support Kibana log viewing
Pega® Cloud resolved a known infrastructure error that prevented customers in AP-southeast-2 region from properly viewing their log messages in Kibana.
Pega Cloud introduced this enhancement as of QI 2018.
View status of custom search indexes
Valid from Pega Version 8.1
Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.
For more information, see Checking search index status.
New tile view in Report Browser
Valid from Pega Version 8.1
The Report Browser now displays available reports in a tile view, in addition to the list view. You can toggle between the two display formats. The report tiles provide a thumbnail preview of each report, which makes it easier for you to identify reports at a glance, without having to open each report.
For more information, see Report Browser features.
View mini user profiles in Pulse
Valid from Pega Version 8.1
You can now view mini profiles of users who post messages and users who are referenced in Pulse, by clicking the name of the user. A mini profile contains the user's job title, reporting manager, organization, and links to call and send email to the user. By seeing a brief overview of a user profile, you can access important information about users and contact them more quickly.
For more information about Pulse, see:
- App Studio – Communicating with users by using Pulse
- Dev Studio – Communicating with users by using Pulse
Standard page lists for attachments
Valid from Pega Version 7.1.5
The following new standard page lists allow you to easily reference attachments in your designs:
- pyAttachments — Holds a list of attachments of the current case.
- pyAttachmentCategoriesList — Holds a list of attachment categories of the current case. This property can be used to fetch the attachment information by category (pyAttachmentsByCategory).
- pyAttachmentsByCategory — Holds a list of attachments for the category set in the pyAttachmentCategory property in the current case.
When a user or system adds an attachment, the system automatically associates the page lists with the case, and populates them when the properties are referred to.
Creating an attachment category in a case type record automatically creates a property reference. See Redesigned Attachment Categories tab on Case Type record.
In addition, you validate the existence of an attachment by referencing the new function alias pxIsAttachmentOfCategoryInCase in a validate record. For example, you can use the properties and a validate record for building when logic that makes it necessary for a user to attach a document of category "SECCompliance" before the case can enter a stage.