Published Release Notes

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.

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.

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.

Reporting

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

• Multiple boxes may be checked on List view checkboxes
• Dashboard Charts slider has been improved.
• Summary View reports and charts have been enhanced.
• Column properties can be added to a report in the Report Editor.
• List view column widths can be set by Smart Info.
• Listviews will display correctly for updated systems.
• Improvements to the GuardRail Report.

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.

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

Schema not found error when importing a Rule-Admin-Product file

If you import a Rule-Admin-Product file (RAP) file that includes a schema that has a view, grammar parsing changes can mean that the Pega 7 Platform is unable to find the schema.

To enable the Pega 7 Platform to find the schema:

1. Review the error message that indicates that the schema was not found and identify the following items:
   • The name of the schema that is causing the error
   • The table name in the format: wrong_schema_name.table_name...
   • The DDL that the Pega 7 Platform is trying to apply
2. Use the table name to identify the correct schema name in your system. This schema is usually your data schema, but might also be an external database.
3. Download the DDL.
4. Correct the schema name and save the DDL.
5. Manually apply the DDL.

User Interface

Issues for cross-browser support for Designer Studio have been addressed. Improvements were made in run-time performance for data pages with grids, and a number of cosmetic changes and fixes were made.

• Improved loading of Javascript files during saving Harness rules.
• Login Performance improvements
• A cursor pointer issue was addressed in Case Manager.
• In reports, data in columns will now right-align.
• Improved section validation functionality
• Harnesses with screen layouts will now save when there is a refresh condition on a panel.
• Outline View tree has been improved.
• Improvements to Repeat Grids using Data Pages as a source.
• Formatted text cells can be put into a grid to display the value of a property retrieved from a Report Definition join.
• Designer Studio changes to support IE9 and IE10.
• Improved designer studio layout
• Designer Studio changes to support quirks mode in IE8 and IE9.
• Improvements to SmartLabels in Data Pages
• Tab groups will take parameters for pre-activities in a defer load setup.
• Sections support nested dynamic layouts.