Published Release Notes

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.

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.

View all nodes in a cluster from the Cluster Management landing page

Use the Cluster Management page to view information for all of the available nodes in a cluster. To view the nodes, click Designer Studio > System > Operations > Cluster Management. To access detailed information about a single node, click Actions.

For more information, see System Operations.

Create pluggable web storage components for case and Pulse attachments

You can now implement and post your own pluggable web storage components for use with case and Pulse attachments. These web components can be plugged in to Pega^® Platform without the need to make changes to Pega Platform itself. The ability to create a pluggable web storage component is useful when you want to use a web storage provider that does not have an existing pluggable web storage component.

For more information, see Guidelines for creating pluggable components for storing and sourcing case and Pulse attachments.

Automatically process cases with Box

You can now use Box to store attachments during automated case processing without requiring user input at run time for authentication or authorization with Box. The authentication profile must be OAuth 2.0 with a grant type of authorization code. You can view which apps are connected, connect apps, and disconnect apps on the Connected apps landing page.

For more information, see Connected apps landing page.

Improved requestor management

You can now manage the requestors from all the nodes in a cluster by using the Requestor Management landing page. You can view performance details about requestors, run traces, and stop requestors. On this landing page, you can also filter the list of requestors, and view cluster-based and node-based views of requestors.

For more information, see Managing requestors.

Chart drilldown capabilities extended to dashboard widgets

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)

Empty properties are not included in snapshot

History records are smaller and more efficient, because empty properties are no longer included in the snapshot. However, as a result, the history snapshot for sections might present a distorted view of the section.

Automatically process cases with SharePoint

You can now use Microsoft SharePoint Online to store and source case and Pulse attachments and to store and source attachments during automated case processing. Users only have to provide authentication and authorization details the first time they access SharePoint Online or when the trust has expired. The authentication profile must be OAuth 2.0 with a grant type of authorization code. The SharePoint Online component can be downloaded from Pega Exchange. For more information, see Downloading and configuring pluggable content management components.