Published Release Notes

New field types in Form Builder

You can create forms in Form Builder that include the following field types:

• Data reference – Prompts users with a list of data records or instances of a specific data type.
• User reference – Prompts users to select or search for an existing user in the application.

For more information, see Data references in Form Builder and User references in Form Builder.

Reusable components in Form Builder

You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.

For more information, see Reuse fields panel in Form Builder.

Search field type is deprecated

The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.

For the full list of supported field types in Form Builder, see Supported display modes by field type.

Support for enterprise and express applications

When you run the New Application wizard, you can create two types of applications:

• Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
  
  By default, enterprise applications are developed in Designer Studio, but users have access to express mode.
• Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
  
  Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.

For more information, see Express applications.

Java injection vulnerability check

Pega Platform™ now notifies you of Java injection vulnerabilities in activities, functions, and stream rules at design time and at run time.  You can customize Pega Platform to check for additional vulnerabilities to ensure that your application runs without problems.

For more information, see Configuring the Java injection check.

Usability improvements to Admin Studio

Admin Studio offers a variety of usability enhancements, including:

• New access groups to differentiate between full and read-only access to Admin Studio
• A Java class lookup utility
• A requestor list for the logged-on operator
• The ability to display system node type in the logs

Also, if your environment uses Predictive Diagnostic Cloud (PDC), the Admin Studio overview page now includes a link to PDC.

For more information, see Managing requestors.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

Default filter settings for Pulse feed sources

Set default filters for Pulse messages, so that users see only relevant posts. Users can temporarily change these settings at run time to view messages from different feed sources, and restore the default settings by refreshing the page.

For more information, see Adding a feed source for the activity feed.    

Token credentials authentication service

You can create a new type of authentication service for token credentials authentication, which is useful for offline mobile applications. With token credentials authentication, users need to enter their credentials only once in a session. Subsequent access to the server is authenticated with a token. The token can be generated by the Pega Platform™ authorization layer (OAuth 2.0) or issued by an external identity provider.

For more information, see Configuring a token credentials authentication service.