Published Release Notes

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.

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.

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.

Revamped view authoring in Cosmos React

Applications that use Cosmos React now feature updated case and portal authoring tools, including more templates, improved view editing, and more intuitive management of UI components.

This change empowers citizen developers to build applications through configuration as opposed to customization, and reduces development time while also providing a prescriptive environment for creating optimal customer experience.

For more information, see Configuring forms and views.

Attach Content control

The Attach Content control assists with attaching and uploading media files for Pega 7 applications. When in a mobile web browser, this control is limited to attaching image files only. Using a desktop browser with this control enabled launches the file browser, allowing users to select a type of capture mechanism and/or utilize an "attach file(s)" file selection prompt directly from their desktop.

View external data entities in one location

The External Data Entities landing page provides a consolidated view of all the existing data entities in your product. You can access this page by clicking Designer Studio > Data Model > View external data entities. Use this landing page to identify the data sources that are readily available to use and the sources that need to be replaced with production data sources.

Show multiple views of data in your application

You can now show multiple views of data in your application by adding the record editor (pxRecordsEditor) section to a layout, another section, or a cell in a layout. You can configure the section to customize the display and enable the search, import, and export capabilities of the record editor.

For more information, see Multiple views of data in the record editor section.

Create and view application settings in App Studio

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

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

1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
   PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
   PegaRULES: DisableSettingsLandingPage

Data view management added to Data Designer

You can now manage data views, called data pages in Dev Studio, in the Data Designer in App Studio. You can change a data view's data source without switching to Dev Studio. You can create a JSON mapping using a visual, drag-and-drop mapper.

For more information, see Data view management.