Published Release Notes

Personalized views in table layouts

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

What steps are required to update the application to be compatible with this change?

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.

Ability to view a PDF file while offline

Users of offline-enabled mobile apps can now tap a button to view a PDF file, regardless of whether the user is online or offline. The associated button, link, or icon must have a Run Script action defined that calls the pega.ui.pdf.view() function with two parameters: applicationName and pdfName. The PDF file itself must be uploaded to a Rule-File-Binary rule.

For more information, see How to set up viewing of PDF file while offline.

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.

New Business impact optimization dashboard

On the Analysis tab of the Application Profile landing page, you can now enable historical specification count and implementation progress by complexity and business impact. On the Business impact optimization dashboard, you can view counts of specifications by complexity and business impact. You can also view counts, by business objective, of specifications that have been implemented and for those not yet implemented. You can filter specifications by release and iteration.

For more information, see Viewing specifications by complexity, impact, and business objective, and Associating project specifications with business impact and complexity.

Improved contracts for implementations

For more complete contracts, automations now support embedded pages, default values, and picklists. These enhancements provide a more robust model for inputs and outputs that is easier to update and maintain.

For more information, see Viewing automations.

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)

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.

Enhancements to automations for defining Pega API contracts

With enhanced automations, you can now pass embedded pages, specify default values for optional input parameters, and define a set of values for inputs by using the picklist or enumerated field types. The new enhancements make your applications easier to define and maintain, and you can now provide callers of Pega APIs with a clear description of the API.

For more information, see Viewing automations.