Published Release Notes

Personalized table views

You can now configure tables so that users can personalize table views at run time. Users can specify which columns to display, resize and reorder columns, and set an initial sort order and initial column filter. When users save these personalized settings, the table displays the personalized view each time that users access the table.

Personalizing table views can help users work more efficiently by providing greater control over what data they see and how it is presented.

For more information, see Configuring a table for personalization.

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.

View status of custom search indexes

Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.

For more information, see Checking search index status.

New tile view in Report Browser

The Report Browser now displays available reports in a tile view, in addition to the list view. You can toggle between the two display formats. The report tiles provide a thumbnail preview of each report, which makes it easier for you to identify reports at a glance, without having to open each report.

For more information, see Report Browser features.

View mini user profiles in Pulse

You can now view mini profiles of users who post messages and users who are referenced in Pulse, by clicking the name of the user. A mini profile contains the user's job title, reporting manager, organization, and links to call and send email to the user. By seeing a brief overview of a user profile, you can access important information about users and contact them more quickly.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

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.

Data view management added to Data Designer

You can now manage data views, called data pages in Dev Studio, in the Data Designer in App Studio. You can change a data view's data source without switching to Dev Studio. You can create a JSON mapping using a visual, drag-and-drop mapper.

For more information, see Data view management.

View data type relationships in Data Designer

You can now access a visual depiction of the relationships among data types from the Data Designer in App Studio. By understanding how data types depend on properties and other data types, you can extend your data model more quickly.

For more information, see Viewing data relationships.

Ability to search case attachments in Pega Cloud Services

File repositories in Pega Cloud Services are now indexed. Indexing allows your application users to search case attachments from end user portals based on content and metadata.

Support for an external Elasticsearch cluster for on-premises deployments

On-premises customers can configure an Elasticsearch cluster that is external to the Pega Platform™ by using client-server mode. Using an external search configuration makes Elasticsearch more highly available and scalable. 

You can view the status of your external Elasticsearch service on the Search landing page. For more information, see link to Viewing the status of an external search service.