Updates to the Strategy rule
Valid from Pega Version 7.1.9
The Strategy tab of the Strategy rule form contains a new Test runs panel from which you can run simulations and test strategies for single and multiple customers. When you test strategies for multiple customers, you can identify the most popular propositions offered to the customers, check the overall strategy performance, and examine the performance of the individual components.
Building a Pega Mobile Client with custom modules
Valid from Pega Version 7.1.9
When you build a Pega Mobile Client mobile app using the Pega 7 Platform, you can now include Android or iOS custom modules. The custom modules must be included in the assets.zip file that contains the Pega Mobile Client branding and customization details.
For more information, see Building a mobile web app into a hybrid mobile app.
New field types in Form Builder
Valid from Pega Version 7.1.9
You can create forms in Form Builder that include the following field types:
- Data reference – Prompts users with a list of data records or instances of a specific data type.
- User reference – Prompts users to select or search for an existing user in the application.
For more information, see Data references in Form Builder and User references in Form Builder.
Reusable components in Form Builder
Valid from Pega Version 7.1.9
You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.
For more information, see Reuse fields panel in Form Builder.
Support for enterprise and express applications
Valid from Pega Version 7.1.9
When you run the New Application wizard, you can create two types of applications:
- Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
By default, enterprise applications are developed in Designer Studio, but users have access to express mode. - Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.
For more information, see Express applications.
Pega 7 Express is available on-premises
Valid from Pega Version 7.1.9
You can now experience Pega 7 Express by switching your enterprise application from Designer Studio to express mode. By default, users with access to the Developer portal can switch between these two development environments. You can also create an express application to work in express mode exclusively.
Trial versions of Pega 7 Express continue to be available on the cloud. To view the documentation for both the cloud and on-premises environments, see Getting started with Pega 7 Express.
Access to Pega 7 Express from within Designer Studio is not supported on mobile devices.
New types of data sets
Valid from Pega Version 7.1.9
There are three new types of data sets:
- Facebook - Required for connecting with the Facebook API
- Twitter - Required for connecting with the Twitter API
- YouTube - Required for connecting with the YouTube Data API
Use these data sets when you create instances of the Free Text Model rule and you want to analyze the text-based content on social media streams such as Facebook, Twitter, or YouTube.
Descendant class instances now included in reports
Valid from Pega Version 7.2
The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.
You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.
Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.
See Reporting on data in multiple class tables.
Report Definition query filters can search embedded properties
Valid from Pega Version 7.2
Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.
These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.
Enhanced date circumstancing option
Valid from Pega Version 7.2
The date range and as-of date circumstancing features have been merged into a single feature called date circumstancing. Accordingly, the new Property and Date circumstancing option provides more flexibility when you circumstance a rule. For more information, see Specializing a rule.