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.

Quickly preview laptop, tablet, and phone views for Case Manager portals

You can use the Mobile preview item from the Operator menu to rapidly preview how the current portal is displayed in the default browser window size on laptops, tablets, and phones. You can view either portrait or landscape orientations for both tablets and phones. Because you do not need to use actual devices for testing, development is faster and easier.

For more information, see Mobile browser preview for laptops, tablets, and phones.

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.

Quickly attach a file to a case directly on a user form

In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.

For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.

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.

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.

Link URLs to applications, requirements, and specifications

In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.

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.

Improved scrollable layouts in a new harness

By default, you can now create a new harness with a screen layout instead of as a container with a cell structure. This change ensures that you can create an application layout more efficiently; for example, you can specify a scroll area exactly the way you want in a desktop application or a mobile app. You can arrange the header, footer, and main area content at the new harness level by using sections. For example, you can specify headers and footers to be fixed or to scroll with the page. New layout options are configurable in the skin. Different layout selections are available when you use the harness as an app view, a main area, inner harness, or a page view.

For more information, see Configuring a screen layout.

New context menu in the ruleform header

A new context menu has been added to the Applies To class in the ruleform header. This menu provides the following links that are related to the current rule:

• Show in App Explorer – switches the Application Explorer to the Applies To class of the current rule.
• Open in class record – opens the Applies To class definition.
• View in data designer – opens the Data Designer for the Applies To class.
• View inheritance – opens the inheritance display for the Applies To class.