Process Outline view is unavailable
Valid from Pega Version 7.2
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.
Personalized views in table layouts
Valid from Pega Version 8.4
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.
Conversion of single-step assignments is no longer required
Valid from Pega Version 7.2
You no longer need to create a single-step assignment in a case type and then convert it to another supported step type. Instead, you can use the + Add step option in Case Designer to add any step type directly to a process in a stage. This change delivers a more consistent experience to users who are working in Case Designer and Process Modeler.
The following table lists the step labels in Case Designer that were updated to support this change.
Step label in previous versions | Step label in Pega 7.2 |
|---|---|
| Single-step assignment | Collect information |
| Approval | Approve/Reject |
| Attachment | Attach Content |
| Case | Create Cases |
For more information, see Adding a step to a process in a stage.
pxFeed replaces pxContextFeed and pxActivityFeed Pulse gadgets
Valid from Pega Version 7.4
The pxContextFeed and pxActivityFeed gadgets have been replaced by the pxFeed gadget to integrate the functionalities of viewing and posting messages in the Pulse activity feed. You can include this gadget within a section or harness across your application, for example, in the dashboard of the Case Manager portal, to display the activity feed. You must add the latest UI Kit ruleset to ensure that your application uses the pxFeed gadget instead of the pxContextFeed and pxActivityFeed gadgets to generate the activity feed.
For more information, see Pulse gadget and custom APIs.
Improved case auditing in App Studio
Valid from Pega Version 8.5
In Cosmos UI, App Studio now supports expandable case steps. This enhancement helps users quickly navigate a case and provides deeper insight into the case flow. In addition, Cosmos UI also introduces an improved history view that helps you better meet your business auditing requirements.
For more information, see Managing Cosmos UI settings in case designer.
Upgrade impact
After an upgrade to Pega Platform 8.5 or later, the history and chevron designs change automatically. However, applications with custom history settings might still display the styling that you defined in the override.
What steps are required to update the application to be compatible with this change?
If your application uses custom settings and you want to use the updated history, remove the overrides from the pyWorkCommonActions rule.