Published Release Notes

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.

Ability to include all properties in search results

You can now include all properties in a class in search results so that they can be used in report filtering. When the Enable search results for all properties option is selected on the Custom Search Properties rule form, all top level and embedded page scalar properties for the class are indexed and returned in search results, and all embedded page list, page group, value list, and value group properties for the class are indexed but not returned in search results. Selecting this option might affect performance.

In addition, by default, properties defined in the Data-Tag-RelevantRecord instance for a class are indexed and returned in search results and do not need to be explicitly configured.

You must reindex search after selecting or clearing Enable search results for all properties and after changing the properties that are defined in the Data-Tag-RelevantRecord instance.

For more information, see Specifying custom search properties.

Support for controlling binary file upload in Pega Mobile Client

The Client Store API of Pega^® Mobile Client has been modified so that you can suspend and resume the process of uploading binary files to the server. You can also check the state of the file uploading process. As a result, custom mobile app users can process their work items without having to wait for the synchronization process to finish.

For more information, see Pega Mobile Client API methods for controlling binary data upload and Client Store API.

Support for large binary data item storage in Pega Mobile Client and offline case attachments in Pega Platform

Pega^® Mobile Client can now store and synchronize large binary data items and their corresponding actions from the action queue on Android and iOS devices. As a result, custom mobile app users can view, attach, and delete data files, whether the device is online or offline. For this function to work, you must enable offline case attachment support, which allows your custom mobile apps to synchronize case attachments between the Pega Platform and the mobile device.

For more information, see Enabling offline case attachments support and Client Store API.

Improvements in the process engine for offline-enabled applications

The offline process engine includes several improvements. To provide more options when you develop an offline-enabled application, a decision shape as the first shape in a flow and parameters for the CreateNewWork action are now supported. Offline-enabled applications now also display information about the last data synchronization.

For more information, see Flow processing in offline mode.

Compact style sheet for creating PDF files

You can now use a compact style sheet when you create PDF files by using the Create PDF smart shape in a case type or when you use the HTMLtoPDF activity. This style sheet overrides the style sheet that is used by the harness skin and correctly renders certain elements such as headings and inline grid tables. It also renders PDF files more quickly.

For more information, see Creating PDF files by using a compact style sheet and PDF file rendering scenarios.