Published Release Notes

Enhancements to automations for defining Pega API contracts

With enhanced automations, you can now pass embedded pages, specify default values for optional input parameters, and define a set of values for inputs by using the picklist or enumerated field types. The new enhancements make your applications easier to define and maintain, and you can now provide callers of Pega APIs with a clear description of the API.

For more information, see Viewing automations.

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.

Autopopulated properties support savable data pages

To more easily source data, you can now save an autopopulated property that references a savable data page. For properties that you autopopulate by copy, save plans now execute on the copy, instead of on the data page. These enhancements reduce implementation time and make the applications that you build more manageable.

Updated default dynamic system setting for requestor pools

Clients can now enable or disable requestor pools for processing service requests using a new dynamic system setting called EnableRequestorPools with Pega-IntegrationEngine as the owning rulest. Previously, all deployments utilized requestor pools to improve service processing response efficiency; requestor pools eliminated overhead by automatically returning a requestor to the pool after it fulfills a service request. Starting in Pega Platform 8.4, requestor pools are disabled in Client-managed cloud deployments, since these deployments use autoscaling to handle service request traffic. Enabling requestor pools in Kubernetes environments is not recommended, because they can inhibit the default autoscaling settings in the environment.

Requestor pools remain enabled by default in Pega Cloud and on-premises environments.

To help clients navigate this change, Pega has updated its best practice guidance for configuring requestor pools. For an overview, see Requestor pooling for services. For guidance on the use of requestor pools in your application, see the EnableRequestorPools entry in Dynamic system settings data instances.

Upgrade impact

Requestor pools are disabled by default in Pega Platform 8.4 in client-managed cloud deployments. Clients who deployed previous versions of Pega Platform on a Kubernetes environment and who upgrade to Pega Platform 8.4 could see that their services behave differently.

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

If clients that are deployed in a Client-managed cloud environment need to configure their services to use requestor pools and they understand how to configure requestor pools for their optimized use, these clients can re-enable requestor pools. Clients should review the best practice for configuring requestor pools before they re-enable requestor pools. To re-enable requestor pools, you modify the EnableRequestorPools setting in the Pega-IntegrationEngine Owning ruleset from “disabled” to Enabled [no value]. For details, see Editing a dynamic system setting.

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.

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.

Enhanced tables in Cosmos React UI

The Pega Platform™ Cosmos React UI environment now includes improved tables. The updated tables use a revamped graphic design and support a number of new run-time behaviors, including column freezing and advanced filtering. The added features improve the user experience by giving case workers more control over data in tables, while the revised architecture enhances efficiency and reliability.

More intuitive portal authoring

Pega Platform™ now features an updated portal authoring interface that provides you with tools to edit landing pages, case pages, and portal settings all in one place. The interface also includes a live preview section that speeds up prototyping, encourages experimentation, and makes the authoring experience more user-friendly.

For more information, see Enabling Cosmos React UI for landing pages.

Cosmos React UI is now available in Pega Platform

Pega Platform™ now provides you with tools to develop React-based applications in App Studio. This enhancement, which was developed as part of Project Fnx, uses components that rely on the ReactJS library to power the Cosmos design system. The updated UI technology improves application performance, creates a better user experience, and provides greater flexibility for front-end developers by drawing from a well-established open-source technology.

In Pega Platform 8.5, Cosmos React UI is an opt-in beta. For more information about using Cosmos React UI in your application, see Previewing Cosmos React UI.

To learn about Project Fnx, see Project Fnx.

Automate business process tracking by importing Excel files

To track business processes status and data, you can now import Excel files when you create a case or data object in App Studio. This functionality provides the following enhancements:

• You can now upload a CSV file when you create a case or data object in App Studio. By importing a CSV file, you can use the data in your spreadsheet to define your data model.
• You can generate a data import template that you can use to import a file in its original format during production.
• You can upload .xlsx files to avoid resaving your Excel file as a CSV file.

For more information, see Creating a data model from a spreadsheet.