Published Release Notes

Ability to annotate case attachments

Pega^® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.

For more information, see Case attachment annotations.

Pega Express application views simplify portal creation

Pega Express application views offer a simple, intuitive authoring experience for portals. Application view templates support responsive application development and offer mobile-specific templates. You can create portals by selecting from a predefined set of application view templates.

For more information, see Application views.

View and apply schema changes when upgrading or updating

When you upgrade or update, you can view the schema changes to the default work and history tables and apply the changes to your cloned tables. By applying the changes, you improve performance and can take advantage of the latest reports on those tables.

For information about viewing and applying schema changes as part of the upgrade or update, see the Pega 7 Platform Upgrade Guide or the Pega 7 Platform Update Guide.

For information about using the Designer Studio tool or the command-line tool, see Updating cloned tables after an upgrade or update.

REST APIs for viewing Pega Platform configuration settings

New REST APIs in the Nodes category provide a view of the current configuration settings for any node in a cluster or for an entire cluster. You can also find a specific node ID by listing all the nodes in the cluster. To diagnose settings issues for a node, you can download the prconfig.xml file.

For more information, see Pega API for Pega Platform 7.4, Pega API, and Viewing the current configuration settings for a node or the whole cluster.

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

View the configuration settings for Pega Platform nodes in Designer Studio

On the new Configuration Settings landing page, you can view a list of the configuration settings for a specific node, current or remote, or for an entire cluster. From this landing page you can diagnose settings issues, determine whether settings are loaded correctly, and review the settings' purposes. You can also download the prconfig.xml file for any node in a cluster to modify the settings. The ability to view settings for all nodes in the Cluster from a single landing page makes diagnosing configuration issues across the cluster simpler and easier than logging on to each node individually to view its system settings. For example, if a started agent does not run, you can check if agents are enabled on your system; or if some of your caches are too big, you can check the setting for the cache size. You can also determine if settings are loaded correctly, and identify discrepancies in the settings across the nodes.

For more information, see Viewing the current configuration settings of a node or the whole cluster, Downloading and viewing the prconfig.xml file for a specific node, REST APIs for viewing the configuration settings for Pega Platform.

Support for multiple attachments added to Pulse

You can now upload more than one attachment to posts and comments in Pulse. Because Pulse maintains the continuity of attachments in posts, email messages, and email notifications, you can use it to quickly follow conversations in a case.

For more information about the features that Pulse supports, see Communicating with Pulse.

Improved capability to attach content in offline-enabled applications

The feature for attaching content in applications while in offline mode has been enhanced. A list of attached content is displayed in the application while in offline mode. You can view or delete attachments if the application has not yet been synchronized with the server. You also can change the maximum size of a file that you can attach while working in offline mode. This option gives you the flexibility to select the right size of attachment for a specific application for performance, memory limitation, or security reasons.

For more information, see Attach content support in offline mode.

Changes to the Attach Content control in Pega Client for Windows

Users who access offline-enabled Pega Platform™ applications from Pega Client for Windows can now use the Attach Content control within a case view to attach files with a native file picker control or take screenshots with a device camera. Images are immediately attached to the case, and image file names are based on a time stamp. If a device has no camera, the client skips the source selection step and the native file picker control opens.

For more information, see Harness and Sections forms – Adding an Attach Content control.

Quickly preview laptop, tablet, and phone views for Case Manager portals

You can use the Mobile preview item from the Operator menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.

For more information, see Mobile browser preview for laptops, tablets, and phones.