Tracked changes persist between client sessions
Valid from Pega Version 7.1.7
The Microsoft Word native change tracking feature persists between client sessions for specifications. Enable this feature to facilitate collaborative reviews of your specifications with project stakeholders.
Inserting your specification updates as tracked changes allows you to:
- Provide visible markup to the next reviewer.
- Correlate edits to a specific user and time.
- Generate documents that include markup and comments.
Local settings, such as the colors you specify for markup, do not persist between clients.
For instructions on how to prevent markup and comments from appearing in generated documents, see Advanced options for editing specifications.
Add multiple attachments at once
Valid from Pega Version 7.1.7
You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.
Plan projects using release data
Valid from Pega Version 7.1.7
Requirements and specifications can now be mapped to a target release and iteration within a specific release. Populating these fields allows you to set and publish a release schedule through worksheets generated by the Sizing wizard. Access these fields from the Application Profile landing page or by opening any requirement or specification.
The Release and Iteration fields as they appear in a specification and a corresponding worksheet
The Sizing wizard incorporates values from the Release and Iteration fields for specifications only.
Specification type extended for decisioning users
Valid from Pega Version 7.1.7
Specifications now support a Decision Strategy Manager (DSM) type. This allows you to map your specifications to a decisioning component, such as a strategy or model. After you select an appropriate subtype and provide relevant metadata, you can run the Sizing wizard to incorporate these details into project sizing worksheets.
DSM specification details as they appear in the Specification form and Sizing wizard output
You must have access to Decision Management rulesets to create DSM specifications. For more information on specification types, refer to the Details tab of the Specification form. To view all specifications in your application, filtered by type, refer to the Application Profile landing page.
Add collections as linked implementations
Valid from Pega Version 7.1.7
You can now identify a collection or individual steps within a collection as an implementation of a specification. Linking specifications to rules allows you to more accurately convey your application design to project stakeholders. Use the Specifications tab on the Collection form to create these links.
To see all implementations for a given specification, refer to the Application Profile landing page or the Implementations tab of the Specification form.
Add project branding to generated documents
Valid from Pega Version 7.1.7
The standard Word Template for specification descriptions is now extensible. Using a customized template allows you to brand your generated documents with project-specific elements.
Specialize the Rule-Application-UseCase.pySpecificationDescription rule to:
- Include relevant images such as company logos.
- Define static text.
- Insert dynamic elements by merging clipboard values into field codes.
Generated document with custom company logo
Refer to Advanced options for editing specifications for instructions on how to override this template.
Generate documents in the background
Valid from Pega Version 7.1.8
When you generate system documentation by using the Document Application wizard ( > > > ), the process now runs on a server and not on your local client system. This change not only generates your document more quickly, but also allows you to multi-task within Pega 7 while your document is generating in the background. When the generation is completed, download the document to your computer.
For more information, see:
Updating customized Application Document templates with server-side document generation
Screenshot generation still runs on local client
Warning message when opening server-generated documents
Screenshot generation runs on local client
Valid from Pega Version 7.1.8
If you generate screenshots to include in your application document, this process still runs on your local client. Additionally, you are still required to use Internet Explorer to use this feature.
Warning message when opening server-generated documents
Valid from Pega Version 7.1.8
Depending on your system configuration, the following warning message might be displayed when you open a document that was generated on the server.
If you click , certain content (for example, Table of Contents) is not populated in the document. Instead, click and save the document.
The warning message that displays
Link URLs to applications, requirements, and specifications
Valid from Pega Version 7.1.8
In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.