Published Release Notes

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.

Simplified creation of case types

A wizard is now available in the Case Type Explorer that walks you through the process of creating a case type. Helper text and default values gradually introduce you to stage-based case types to facilitate your transition from the wizard to Case Designer. To run the wizard, click Add a case type or select Add a child case type from the menu of an existing case type in the Case Type Explorer.

For more information about this wizard, see Case type wizard in the Case Type Explorer. 

Convert data instances into decision parameter rules

The Convert groups wizard is available in the Hierarchy landing page when the list of your propositions include decision data records.

Click Convert groups at the top of the landing page to use the wizard and to convert data instances into decision parameter rules. This conversion is necessary to make the existing proposition data instances available for revision management.

Full-screen menus improve mobile navigation

A new full-screen menu setting for enhanced mobile functionality provides a smooth and seamless mobile navigation experience. Previously, regular drop-down menus were difficult to navigate on a mobile device. Select Component styles > Menus > Menu Bar > Display "Show Menu" as full screen menu to enable and configure this setting in a Skin form.

Faster, contextual editing of case types

Case Designer now includes a contextual property panel that helps you to quickly configure behavior in your case type. It supports case-wide properties, stage properties, and properties that are specific to an individual step.

When you click a stage or step in your case type, only relevant fields and controls are displayed, allowing you to stay focused and make decisions faster. Online help is also integrated with the property panel to give you just-in-time information.

For more information, see Contextual property panel in Case Designer.

Data Flow transformation shapes cannot be used in combination with the Compose or Merge shapes

When you reference another data flow from a data flow that contains the Compose or Merge shape, the referenced data flow cannot contain transformation shapes (EventStrategy, Decision strategy, Convert).

Data flow validation does not currently prevent you from designing a data flow that goes against this design pattern. Make sure that your data flows follow this design pattern by checking the referenced and referencing data flows.

Internet Application Composer mashup code generation

Case types can be added to an external web page by using the mashup code created in Case Designer. The mashup code is custom HTML that can be added to Internet Application Composer (IAC) codes.

The Actions menu in Case Designer includes the ability to automatically generate IAC HTML from a case type. The HTML is then copied and pasted into the target web page through standard IAC options.

The generated code is optimized for responsive web sites and responsive Pega applications. See Generating a mashup code in case configuration.

Ability to periodically defragment the PR_SYS_LOCKS table

Lock management in Pega 7 is controlled through the database table PR_SYS_LOCKS. Because of the high volume of entries inserted into and deleted from this table during case processing, the data in the PR_SYS_LOCKS table can become highly fragmented, causing degraded performance over time.

You can now periodically defragment this table. The following Dynamic System Settings control when and how often defragmentation takes place using DefragSysLocksDaemon:

• syslocks/defragIntervalType

  • ​Custom interval type to run defragmentation

  • Set this first – determines whether defragmentation occurs daily at a specified hour or at a recurring interval

• ​syslocks/defragHourOfDay
  • ​​Used to run defragmentation at a specified hour
  • Accepts only integer values in the range 0-23
  • Example: run defragmentation daily at 1 AM by entering a value of "1"

  • Can be ignored if syslocks/defragIntervalType indicates a a specified periodic interval

• syslocks/defragIntervalInHours
  • Used to run defragmentation at specified periodic intervals
  • Accepts only integer values > 0

  • Example: run defragmentation every four hours by entering a value of "4"

  • Can be ignored if syslocks/defragIntervalType indicates a specified hour

For more information, see PEGA0056 alert monitors PR_SYS_LOCKS defragmentation performance.