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.
Improved capability to attach content in offline-enabled applications
Valid from Pega Version 7.3
The feature for attaching content in applications while in offline mode has been enhanced. A list of attached content is displayed in the application while in offline mode. You can view or delete attachments if the application has not yet been synchronized with the server. You also can change the maximum size of a file that you can attach while working in offline mode. This option gives you the flexibility to select the right size of attachment for a specific application for performance, memory limitation, or security reasons.
For more information, see Attach content support in offline mode.
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.
Fingerprint authentication in Pega Mobile Client
Valid from Pega Version 7.3
The authentication feature in Pega Mobile Client has been extended to support user credentials that are secured by a fingerprint reader. The FingerprintAuthenticator object and its methods replace the TouchID API. A compatibility layer has been created to support custom mobile apps that use the deprecated API. This functionality is available on iOS and selected Android devices.
For more information, see Authentication API.
Enhancement to the error and warning handling JavaScript API
Valid from Pega Version 7.3
During offline post processing of a flow in an application, you can now use the ClientCache JavaScript API to handle informational and warning messages in addition to error messages. Several ClientCache API JavaScript functions have been updated for this purpose. Informational, warning, and error messages are displayed when you submit a form, but only error messages prevent you from advancing the case.
For more information, refer to Error and warning handling API in offline mode.
New customization options for paused custom mobile apps on Android
Valid from Pega Version 7.3
You can now customize the presentation of a paused custom mobile app for Android. You can upload a custom status bar icon and customize the title and message that are displayed in the device's notification area. Also, you can use a new optional parameter of the startKeepAlive method of the Pega Mobile Client's Container API as an alternative way of setting the notification title.
For more information, see Customizing the paused Android app notification.
Support for following users in the Pega Express and Case Manager portals
Valid from Pega Version 7.3
You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.
For more information, see the following help topics:
Enhancements to the Send Email smart shape
Valid from Pega Version 7.3
The following enhancements have been made to the Send Email smart shape:
- You can now configure the Send Email smart shape in Pega Express.
- You can use templates, such as a rejection template, in your email.
- You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
- You can insert a link to the case ID in your email.
- You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
- You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.
For more information, see the following help topics:
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.