Published Release Notes

Agile Workbench supports bulk actions

You can now create stories in bulk by importing a story template to Agile Workbench. By defining stories in bulk before you start development, you can size your project more quickly.

For more information, see Bulk actions in Agile Workbench.

Guided tours and online help added to application guides

You can now create application guides that display content from a Pega^® Platform help topic or a sequence of tour stops in a guided tour. By providing supporting information in an interactive format, you can help users complete tasks more quickly.

For more information about displaying help topics, tour stops, and other types of information in a task, see Interactive tasks in an application guide.

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.

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.

Improvements to support Kibana log viewing

Pega® Cloud resolved a known infrastructure error that prevented customers in AP-southeast-2 region from properly viewing their log messages in Kibana.

Pega Cloud introduced this enhancement as of QI 2018.

View status of custom search indexes

Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.

For more information, see Checking search index status.

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.

Simple associations for quickly joining classes

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Exploring the data model.

Association changes after upgrade

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Associations.

Ability to generate a dedicated search index for a case type

You can generate a dedicated search index for a case type. Using a dedicated index makes reporting faster without putting additional requirements on the database. 

For more information, see Including indexed data during case search.