Customize your report headers
Valid from Pega Version 7.1.5
You can customize the way that the header for all of an application's reports will be displayed by overriding the section pyReportEditorHeader. Save a copy of this section into the application's ruleset, then edit it to display the information, images, and layout that you desire. Once changes are saved, each of your application's reports will automatically use the updated header.
Advanced inline report filters
Valid from Pega Version 7.1.5
You can create a custom section and use it to display report filter controls at the top of the report, replacing the default display. The custom section can include basic controls (such as a drop-down menu or text entry field), and the controls can only provide values for the filter functions established in the Edit filters section of the Query tab for the Report Definition.
DCO and PMF integration is unavailable
Valid from Pega Version 7.1.5
DCO and PMF integration functionality is not available in this release. Related project management controls have been removed from the following:
- System Settings landing page ( )
- Application Profile landing page ( )
- Add/Edit Specification dialog
Generate documents in the background
Valid from Pega Version 7.1.8
When you generate system documentation by using the Document Application wizard (
> > > ), the process now runs on a server and not on your local client system. This change not only generates your document more quickly, but also allows you to multi-task within Pega 7 while your document is generating in the background. When the generation is completed, download the document to your computer.For more information, see:
Updating customized Application Document templates with server-side document generation
Screenshot generation still runs on local client
Warning message when opening server-generated documents
Screenshot generation runs on local client
Valid from Pega Version 7.1.8
If you generate screenshots to include in your application document, this process still runs on your local client. Additionally, you are still required to use Internet Explorer to use this feature.
Warning message when opening server-generated documents
Valid from Pega Version 7.1.8
Depending on your system configuration, the following warning message might be displayed when you open a document that was generated on the server.
If you click
, certain content (for example, Table of Contents) is not populated in the document. Instead, click and save the document.The warning message that displays
Link URLs to applications, requirements, and specifications
Valid from Pega Version 7.1.8
In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.
New property pxCommitDateTime
Valid from Pega Version 7.1.8
A new property, pxCommitDateTime, records the time when a record or updated rule was committed to the database. This property also allows for incremental extracts when running BIX.
New property pxSaveDateTime
Valid from Pega Version 7.1.8
A new property, pxSaveDateTime, records the date and the time that an instance was saved with business changes to the database. This property is always used when an instance is saved, whether you are creating an instance or updating an existing instance. This property is not updated when an instance is moved from one system to another, and it is not updated during certain system management operations that do not change the content of the instance, such as column exposure.
Simple associations for quickly joining classes
Valid from Pega Version 8.3
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.