Published Release Notes

The Scratch Pad tool is no longer available

The Scratch Pad tool is no longer available. To add properties to a report from an end user portal, use the Data Explorer. The Data Explorer provides an efficient way to find a property or calculation to include as a column in a report.

For more information, see Data Explorer.

Attach Content control enhancements

You can now use the Attach Content control in Pega^® Platform to configure compression options that limit the size of files created on a mobile device. For example, you can choose from predefined settings to limit video duration or image size. These settings apply when the user records a new video or takes a new photo, but they do not apply to prerecorded media.

Also, when attaching content to a custom mobile app, users can now select any type of file from any source that is available in the device's native file picker component.

For more information, see Configuring file size options for the Attach content control.

Change passwords from Pega Mobile Client

You can now change your Pega^® Platform password from a mobile device. After your password expires and you try to log in to a custom mobile app, Pega Mobile Client lets you define a new password and verifies it against active password policies.

For more information, see Enabling security policies.

Advance cases from a push notification screen

You can now approve and reject Pega^® Platform cases from your mobile device without opening a custom mobile app. Push notifications that you receive on a mobile device now display buttons that allow you to advance a case.

For more information, see Notifications.

Post Pulse messages to cases from a push notification screen

If your mobile device uses Android 7.0 or later, or iOS 9.0 or later, you can now respond to Pulse messages in Pega^® Platform cases without opening a custom mobile app. Push notifications received on a mobile device now display a Reply button so that you can respond immediately to the notification.

For more information, see Notifications.

Support for optimization of offline packaging during synchronization

You can now optimize offline packaging during full and delta synchronization of an offline-enabled application. Enabling this option for an offline-enabled application means that a case is packaged during delta synchronization only when a new work item for the case is added to the user's worklist and the case was not previously packaged during full or delta synchronization. The case is packaged during full synchronization only when the work item for the case exists in the user's worklist. This feature is useful in field service applications where field service agents usually work on existing assignments and do not need to create new cases.

For more information, see Offline packaging optimization during synchronization.

Custom scaling on x-axis for bubble charts

Bubble charts now support custom scaling for the x-axis as well as the y-axis. For example, you can now configure a fixed range for the x-axis.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enable users to save charts as .png files

You can now enable users to save a report chart as a .png file. On the Chart tab of the Report Definition rule form, click General settings and select the Export chart to image check box. When you select this option, users are provided with the Save as image option, which they can use to save an image of the chart to include in a Word document or email.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enhancements to exporting reports to Excel

When you export report results to Microsoft Excel, the process now creates a Data sheet and an Info sheet in the Excel file. By default, the Info sheet contains the report title, filters used to generate the report, the date when the report was generated, and the number of results returned.

If you want the report title and filters to display in the first sheet instead of the Info sheet, you can disable the default functionality. For more information, see Disabling the creation of an Info sheet in Excel output.

Behavior changes when reporting on descendant classes

Report Definitions that use the Report on descendant class instances option with the Include all descendant classes option apply only to the Applies to Class. Join classes are not included as they were in previous Pega^® Platform versions. The following example shows what happens for each possible scenario for Report on descendant class instances when the report is defined on ClassA with a class join with Work-.

• If Report on descendant class instances is disabled, the report runs against ClassA and the join happens with Work-. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
• If Report on descendant class instances is enabled, and Include single implementation class is selected, the report runs against ClassA and the join happens with the MySampleClass implementation class. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
• If Report on descendant class instances is enabled, and Include all descendant classes is selected, the report runs against ClassA and its descendants and the join happens with Work-. In previous Pega Platform versions, the join happened with the MySampleClass implementation class.