Published Release Notes

View attachments inline

You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.

For more information, see Inline preview of attachments.

Automatically remove all inline styles

To ensure reusability and ease of maintenance, you can remove inline styles from all sections in all unlocked ruleset versions in your application from the HTML Application Readiness landing page. In the Sections Using Inline Styles section, click the Remove inline styles from all sections button.

Support for inline helper text for editable form fields

You can now configure inline helper text for editable form fields. The helper text is always visible on the form, and you can style the text to override the helper-text CSS class in the Override CSS file in the skin.

Providing helper text in editable form fields helps users complete forms more quickly and efficiently.

For more information, see Adding a Text Input control.

Personalized table views

You can now configure tables so that users can personalize table views at run time. Users can specify which columns to display, resize and reorder columns, and set an initial sort order and initial column filter. When users save these personalized settings, the table displays the personalized view each time that users access the table.

Personalizing table views can help users work more efficiently by providing greater control over what data they see and how it is presented.

For more information, see Configuring a table for personalization.

Improved view authoring

Case authoring in Cosmos React UI now features updated view authoring tools. The redesigned view tab and overlay provide a more intuitive interface for creating views, applying design templates, and adding fields and controls. This enhanced work environment improves the user experience and reduces context switching, which contributes to a lower development effort.

For more information, see Editing views in a case type.

Process Outline view is unavailable

Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.

For more information, see Designing a case type and Diagram tab on the Flow form.

Access views in one location

You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.

For more information, see Views in a case type.

Personalized views in table layouts

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

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

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.

View mini user profiles in Pulse

You can now view mini profiles of users who post messages and users who are referenced in Pulse, by clicking the name of the user. A mini profile contains the user's job title, reporting manager, organization, and links to call and send email to the user. By seeing a brief overview of a user profile, you can access important information about users and contact them more quickly.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

Default views for cases and data objects

Pega Platform™ now generates default views for new case types and data objects. Because of this feature, your application now automatically creates a case summary and case details view for every new case type, and a list view for each data object. The default views automate a common recurring task, and improve productivity by reducing development effort.