Published Release Notes

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.

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.

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.

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.

Reporting

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

• Multiple boxes may be checked on List view checkboxes
• Dashboard Charts slider has been improved.
• Summary View reports and charts have been enhanced.
• Column properties can be added to a report in the Report Editor.
• List view column widths can be set by Smart Info.
• Listviews will display correctly for updated systems.
• Improvements to the GuardRail Report.

Easy access to proposition-related rules when creating change requests in revision management

When selecting propositions for change requests in Decision Strategy Manager, you can view the proposition filter, strategy, and when rules that are associated with the decision data the selected propositions belong to. In addition, you can include those rules in change requests. To view and add any associated rules to a change request, the rules must be part of the application overlay. With the ability to view and select all proposition-related data, you can consistently revise not only propositions themselves but also all associated rules.

For more information, see Proposition-centric revision management functionality.

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)

Store and source content in Box

You can now attach content from Box while working on a case in your application. You can attach files directly to your case or include them in a Pulse message. You can also store all the case and Pulse attachments in your application in Box. To enable content sourcing and storage in Box, configure the Content sourcing and Content storage sections on the Integration & security tab of your application rule.

For more information, see Storing and sourcing content in Box.

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.