Published Release Notes

Descendant class instances now included in reports

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

BIX extracts can be scheduled and run from the Pega 7 Platform by using agents

You can create an agent that periodically invokes the new pxExtractDataWithArgs activity to run a BIX Extract rule. The activity takes the class and extract rule name, as well as an additional input string with a list of BIX command-line parameters, as input parameters to use for the run.

Discontinued support for list view and summary view rules

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.

Report Definitions can query tables in multiple schemas

You can create a Report Definition that queries class tables in multiple schemas in the same database. Previously, queries on tables that were mapped to PegaRULES and PegaDATA schemas could not include tables that were mapped to other schemas, because other schemas were assumed to be in a different database. The schemas to which queried class tables belong are no longer validated when you save the Report Definition, so you can now query tables in schemas other than PegaRULES and PegaDATA. However, Report Definitions that query tables that are in more than one database fail when run.

Support for large reference data in offline mobile apps

A data page in a Pega 7 Platform mobile application with offline capability enabled can now be marked as a large data page. This feature improves performance significantly when you have a large amount of data in which only individual records change.

In this situation, after the initial sync to the mobile app, only the changes in the large data page are synced instead of the entire large data page. The database table is created for such large data pages in the encrypted SQLite database on the device. Changes such as add, delete, or update are reconciled as row-level updates. Furthermore, you can use JavaScript to query against this data. A large referenced data page is supported by list-based components such as repeating dynamic layout, auto-complete, a dropdown list, and radio button.

Support for offline and online cases in a single mobile app

A single offline-enabled application can now support both the creation and processing of online-only and offline-ready cases.

For online-only cases, a list of both the offline and online cases is always available. Case assignment and processing is performed on the server so that a case is available only when the device is connected to the Internet or to data. When a connection is not available for processing an online-only case, an error message is displayed.

For offline-ready cases, a user can open an assignment and perform tasks on that case. There is also an option to explicitly display a harness from a server instead of a client store.

Offline mobility improvements

Several offline mobility improvements have been made in this release. Additional use cases have been added for configuring offline-enabled mobile apps at design time. Read-only grids with limited features are now supported offline. You can configure auto-populated properties, and you can create work with parameters. It is also possible to open work by handle. You can use decision shapes with Boolean expressions (no when rules) in screen flows. Barcode scanning is now available in offline mode.

Mobile user interface updates

Several improvements have been made to the mobile-related user interface of the Pega 7 Platform. The content of the Mobile tab on the Application rule form has been redesigned. The Offline Configuration and Mobile Certificates landing pages are now available. The Signature Capture control has improved. Post-processing can now occur after the signature has been captured. You can auto-submit with the form submit. You can apply the signature to a page instead of applying it as an attachment to the case. The clear action completely removes the signature from the work object, keeping only the latest iteration of the signature. Touch interactions have been significantly improved. Response time is faster and there is better feedback on the touch action.

Case-insensitive filtering in reports

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.