Improved view authoring
Valid from Pega Version 8.5
Case authoring in Cosmos React UI now features updated view authoring tools. The redesigned view tab and overlay provide a more intuitive interface for creating views, applying design templates, and adding fields and controls. This enhanced work environment improves the user experience and reduces context switching, which contributes to a lower development effort.
For more information, see Editing views in a case type.
Default views for cases and data objects
Valid from Pega Version 8.5
Pega Platform™ now generates default views for new case types and data objects. Because of this feature, your application now automatically creates a case summary and case details view for every new case type, and a list view for each data object. The default views automate a common recurring task, and improve productivity by reducing development effort.
Enhancements for fields in views and data models
Valid from Pega Version 8.5
Pega Platform™ now provides a unified experience of adding fields to views, the case type data model, and the application data model, by using an intuitive dialog box. For greater clarity, a new field type, data relationship, replaces data references, field groups, and field group lists. As a result, you can conveniently reuse data objects in your application.
When you upgrade to Pega 8.5, your system automatically converts your field groups, field group lists, and data references to data relationships. The case type data model now displays all the fields by default, including any referenced fields, and provides an application layer that contains each field. Use this functionality to view how the data is organized across your system.
For more information, see Define fields in data objects intuitively (8.5), Adding data relationships to fields and data models.
Ability to view a PDF file while offline
Valid from Pega Version 7.1.9
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
Valid from Pega Version 7.3
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
Valid from Pega Version 7.3
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
Valid from Pega Version 7.3
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
Valid from Pega Version 7.1.9
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.
Enhancements to the Send Email smart shape
Valid from Pega Version 7.3
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:
Web portal reuse removed from the mobile channel
Valid from Pega Version 8.5
The reuse of web portals for creating mobile apps with a single web view is no longer supported. You can conveniently update your existing channels that reuse web portals to take advantage of the multiple-views experience and native mobile capabilities, such as native mobile list views or floating action buttons.
Upgrade impact
The Reuse web portal option is removed from Pega Platform 8.5 and later.
What steps are required to update the application to be compatible with this change?
App developers need to use the migration tool available on the mobile channel to move their apps to the recommended new navigation designer. When users open existing mobile channel with the Reuse web portal option configured, they are prompted to run through the wizard to upgrade the mobile channel to the latest Pega Mobile Client based configuration. When this is done, app developers should rebuild the app.