Tracked changes persist between client sessions
Valid from Pega Version 7.1.7
The Microsoft Word native change tracking feature persists between client sessions for specifications. Enable this feature to facilitate collaborative reviews of your specifications with project stakeholders.
Inserting your specification updates as tracked changes allows you to:
- Provide visible markup to the next reviewer.
- Correlate edits to a specific user and time.
- Generate documents that include markup and comments.
Local settings, such as the colors you specify for markup, do not persist between clients.
For instructions on how to prevent markup and comments from appearing in generated documents, see Advanced options for editing specifications.
Add multiple attachments at once
Valid from Pega Version 7.1.7
You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.
Plan projects using release data
Valid from Pega Version 7.1.7
Requirements and specifications can now be mapped to a target release and iteration within a specific release. Populating these fields allows you to set and publish a release schedule through worksheets generated by the Sizing wizard. Access these fields from the Application Profile landing page or by opening any requirement or specification.
The Release and Iteration fields as they appear in a specification and a corresponding worksheet
The Sizing wizard incorporates values from the Release and Iteration fields for specifications only.
Specification type extended for decisioning users
Valid from Pega Version 7.1.7
Specifications now support a Decision Strategy Manager (DSM) type. This allows you to map your specifications to a decisioning component, such as a strategy or model. After you select an appropriate subtype and provide relevant metadata, you can run the Sizing wizard to incorporate these details into project sizing worksheets.
DSM specification details as they appear in the Specification form and Sizing wizard output
You must have access to Decision Management rulesets to create DSM specifications. For more information on specification types, refer to the Details tab of the Specification form. To view all specifications in your application, filtered by type, refer to the Application Profile landing page.
Add collections as linked implementations
Valid from Pega Version 7.1.7
You can now identify a collection or individual steps within a collection as an implementation of a specification. Linking specifications to rules allows you to more accurately convey your application design to project stakeholders. Use the Specifications tab on the Collection form to create these links.
To see all implementations for a given specification, refer to the Application Profile landing page or the Implementations tab of the Specification form.
Add project branding to generated documents
Valid from Pega Version 7.1.7
The standard Word Template for specification descriptions is now extensible. Using a customized template allows you to brand your generated documents with project-specific elements.
Specialize the Rule-Application-UseCase.pySpecificationDescription rule to:
- Include relevant images such as company logos.
- Define static text.
- Insert dynamic elements by merging clipboard values into field codes.
Generated document with custom company logo
Refer to Advanced options for editing specifications for instructions on how to override this template.
Report Viewer provides simplified user experience
Valid from Pega Version 7.1.7
In the Report Viewer, improvements simplify the user experience when working with reports. Column headers display initial sort order and type, and you can hover over a column header to display and use its context menu, which includes options for ad-hoc sorting and filtering. Developers can specify various pagination modes and set an option to keep the header in view while users scroll through the report.
For more information, see Report Viewer.
Enhanced BIX file naming
Valid from Pega Version 7.1.7
To help clarify file names, BIX extract output files and manifest files can now contain parameters. Parameters can include the rule name, the extract's run time and date, and a unique run sequence number. Special characters such as spaces, hyphens, or number signs (#) in the output or manifest file name are converted to underscores. In addition, the pxExtractIdentifier and pxExtractDateTime columns have been added to the .csv output file.
For more information, see Extracting data with BIX and Extract rules - completing the File Specification tab.
List view and summary view reports might not display in HTML5-compliant browsers
Valid from Pega Version 7.1.7
List view and summary view reports use framesets to provide a view of drill-down reports. HTML5 does not support framesets, so these reports might not display well, or at all, in versions of browsers that are compliant with HTML5.
To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports. Standard management reports are already available as report definition reports.
As of Pega 7.2, list view and summary view rules are deprecated. For more information, see Discontinued support for list view and summary view rules.
Enhanced chart control improves displaying data as a chart
Valid from Pega Version 7.1.7
The renewed chart control has an improved properties panel and provides HTML5-compliant pie, column, bar, area, line, and gauge charts. The chart source can be a report definition, a clipboard page, or a data page. You can customize basic and threshold colors, borders, line widths, labels, and other chart elements. A preview on the property panel instantly displays the effects on the chart of property changes you make.
For more information, see Harness and section forms - Adding a chart.
HTML5-compliant chart types