Enhanced BIX file naming
Valid from Pega Version 7.1.7
To help clarify file names, BIX extract output files and manifest files can now contain parameters. Parameters can include the rule name, the extract's run time and date, and a unique run sequence number. Special characters such as spaces, hyphens, or number signs (#) in the output or manifest file name are converted to underscores. In addition, the pxExtractIdentifier and pxExtractDateTime columns have been added to the .csv output file.
For more information, see Extracting data with BIX and Extract rules - completing the File Specification tab.
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.
Enhanced chart control improves displaying data as a chart
Valid from Pega Version 7.1.7
The renewed chart control has an improved properties panel and provides HTML5-compliant pie, column, bar, area, line, and gauge charts. The chart source can be a report definition, a clipboard page, or a data page. You can customize basic and threshold colors, borders, line widths, labels, and other chart elements. A preview on the property panel instantly displays the effects on the chart of property changes you make.
For more information, see Harness and section forms - Adding a chart.
HTML5-compliant chart types
View a record of Case Designer updates on the case type rule History tab
Valid from Pega Version 7.1.7
The History tab on case type rules now automatically records a history of rules edited or created from the Case Designer Stages & Processes tab. This feature allows system architects to review updates made by business analysts and other developers. It also allows business analysts to easily convey to fellow team members a record of configuration changes.
See More about Case Type rules.
Flow import functionality is limited to Microsoft Internet Explorer Version 9 and Version 10 in Pegasystems Public Format
Valid from Pega Version 7.1.7
Importing a flow in the Rule-from-File wizard is limited to Microsoft Internet Explorer 9 and Internet Explorer 10 in the Pegasystems Public Format .
Case-insensitive filtering in reports
Valid from Pega Version 8.2
Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.
For more information on report filtering, see Editing filter conditions.
Add subspaces within spaces
Valid from Pega Version 8.2
You can now create subspaces within spaces. By adding a subspace, you can collaborate on a subtopic that is related to the topic of the parent space. For example, you can create an Annual Day subspace within the Events space.
For more information, see Creating a subspace.
Support for sourcing case and Pulse attachments from repositories
Valid from Pega Version 8.2
You can now source case and Pulse attachments from repositories, which provides a complete solution for attachment management. In addition, unlike other external sourcing solutions, repositories do not require OAuth 2.0 authentication, so that you can connect to repositories that use non-interactive authentication.
For more information, see Configuring external sourcing options for attachments.
Add varied content to a case with Recent content gadget
Valid from Pega Version 8.2
In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.
For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).
Pin enhancements in spaces
Valid from Pega Version 8.2
Improve discussions in spaces and stimulate effective communication by using enhanced capabilities of pins. For example, you can search, filter, and like pins, or pin content of a space to another space.
For more information, see Pinning content to a space.