Published Release Notes

New customization options for paused custom mobile apps on Android

You can now customize the presentation of a paused custom mobile app for Android. You can upload a custom status bar icon and customize the title and message that are displayed in the device's notification area. Also, you can use a new optional parameter of the startKeepAlive method of the Pega Mobile Client's Container API as an alternative way of setting the notification title.

For more information, see Customizing the paused Android app notification.

Consistent authoring experience for sections

Section references inside a dynamic layout have the same configuration options as a top-level section within a section (section include). Section references reduce the need for included sections, reduce the size of the document object model (DOM), and provide a more consistent authoring experience. You can specify a container format, set view and update privileges, and defer content load for sections within or outside of a dynamic layout. For more information see Harness and Section forms - Adding a section.

Data encryption across search nodes

You can now encrypt communication among search nodes. Encryption secures the data that is transferred across nodes so that it cannot be accessed by unauthorized hosts. Encryption is enabled by default for new installations and upgrades from Pega^® 7.1.6 or earlier to Pega 7.3. Encryption is not enabled by default for upgrades from Pega 7.1.7 or later to Pega 7.3. You can enable and disable search encryption from the Search landing page or by using the indexing/distributed/enable_inter_node_encryption Dynamic System Setting.

For more information, see Enabling and disabling encryption for communication among search nodes.

Support for following users in the Pega Express and Case Manager portals

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

• Following a user (Pega 7.3)
• Following a user (Pega 7.3 express)

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)

Disable inactive operators

As a system administrator, you can control access to an application by disabling Operator IDs. To disable an Operator ID, you can use one of the following options in Designer Studio:

• Call the Service REST: user.
• Change settings on the Operator Access tab on the System Settings landing page or on the Security tab on the Operator ID form.
• Define the number of inactive days in the security policies before an Operator ID is automatically disabled.

For more information, see System Settings - Operator Access tab, Enabling Security Policies, Security tab on the Operator ID form.

Refer to mixin settings in override CSS

You can refer to mixin settings inside an override CSS, which makes it easier to maintain and restyle your application. Properties for typography, border, background, and combination mixins can be referenced in an override CSS. For more information see Mixins in an override CSS.

Improved data security for BIX extracts for Pega Cloud customers

Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.

New process for Pega Cloud customers to obtain BIX extract files

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega^® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

Tour IDs and Test IDs in UI controls

Many UI controls now support the Test ID and Tour ID fields in the General tab of the layout properties. The Test ID setting generates a data-test-id attribute to provide a fixed reference to a UI control for automated testing. You can use Tour IDs to create a guided tour of your user interface for users. For more information, see Test ID and Tour ID for unique identification of UI elements.

Test IDs and Tour IDs have been extended to the following UI controls.

Both Test IDs and Tour IDs are supported in the following types of controls:

• Autocomplete
• Button
• Check box
• Date time
• Drop-down
• Formatted text
• Icon
• Label
• Link
• Radio button
• Text area
• Text input

Test IDs are supported in the following controls:

• Grid
• Hidden text
• Tree
• Tree grid

Tour IDs are supported in:

• Dynamic layouts