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.

View application quality metrics by data type

You can now view application quality metrics by data type on the Application Quality landing page. The new Data Types tab displays metrics for data types grouped by data objects, which enables you to more quickly understand the overall coverage of the application's integrations and interfaces.

For more information about data type metrics, see Application Quality landing page.

Create and view application settings in App Studio

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

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

1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
   PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
   PegaRULES: DisableSettingsLandingPage

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.

Attachment migration from Pega database storage to a repository

You can now migrate case attachments from Pega database storage to a repository by using a wizard from Pega Platform™. This ability is useful, for example, when you migrate from an on-premises deployment to a Pega Cloud Services environment and you want to reduce the size of your Pega database and manage all your case attachments in a single location.

For more information, see Migrating case attachments to a repository.

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.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

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.

File sharing improvements in custom mobile apps

Case management in custom mobile apps that are built for Android and iOS using Pega Infinity Mobile Client™ is now improved with the enhanced Attach content control. You can now attach files of any type from the device storage and from cloud services, for example, Google Drive or iCloud, or from other mobile apps that are installed on the device. Additionally, you can share any file attachments, except for signature files, in external mobile apps.

For more information, see Enabling attaching files to an application.

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.