Enhanced BIX file naming
Valid from Pega Version 7.1.7
To help clarify file names, BIX extract output files and manifest files can now contain parameters. Parameters can include the rule name, the extract's run time and date, and a unique run sequence number. Special characters such as spaces, hyphens, or number signs (#) in the output or manifest file name are converted to underscores. In addition, the pxExtractIdentifier and pxExtractDateTime columns have been added to the .csv output file.
For more information, see Extracting data with BIX and Extract rules - completing the File Specification tab.
Communicate guardrail compliance with the pxAddGuardrailMessage function
Valid from Pega Version 7.1.7
Now that guardrail warnings are in the model, you can easily attach them to rules in your application using the new pxAddGuardrailMessage function. Call this function to display warnings to your application users when they do not adhere to guardrails or best practices. Adopting this function in your application allows you to:
- Use localizable Rule-Message instances that are categorized by severity and application impact.
- Add dynamic warnings to your rules by passing parameters to a standard or custom message.
- Stop using and maintaining hard coded strings.
Design time view of warning messages
Run time view of an attached warning
This function supersedes the addWarning function, which has been deprecated. You can continue to use the CheckForCustomWarnings extension point, but it is recommended that you convert hard coded strings to messages and migrate any dependencies on addWarning to pxAddGuardrailMessage.
For more information on message attaching techniques, see Working with messages.
Improved full text search
Valid from Pega Version 7.1.7
In Pega 7.1.7, Elasticsearch is used to provide full-text search functionality for rules, work, and data content, replacing the existing Lucene search functionality. In addition to providing search results two to five times more quickly than with Lucene Search, Elasticsearch is more scalable: with multi-threaded bulk and incremental indexing, it provides enhanced information about the search queue, the ability to host index files on multiple nodes, a more robust and expressive search parser, the ability to configure thresholds for alerts and search query time-outs, and automatic handling of replication and failover.
The search management user interface, where you can see length of queue and age of entries, which node hosts the search index, and where it is located.
After upgrading to Pega 7.1.7, the system administrator must manually migrate search functionality from Lucene Search to Elasticsearch. Note that during the switch-over and until the indexes are rebuilt, Lucene search continues to function and there is no interruption in search functions. For more information, see the Pega 7.1.7 Upgrade Guide.
Track custom details with extensible messages
Valid from Pega Version 7.1.7
The customizable Message form gives you the freedom to expand upon default categories, store application specific data in a message, and enforce specialized validation. Leveraging these options makes it easier for you to identify a specific variety of message and incorporate new properties into your existing message processing logic.
For more details on which rules to override, see How to extend the Message form.
Collections more effectively model business decisions
Valid from Pega Version 7.1.7
Use the redesigned Collection form to model business logic or implement rule engine patterns in your application. This form is now located in the Decision rule category.
You can add response actions to each collection step to process return values transparently, and simplify your implementation by calling a function alias or when condition instead of an activity. Use one of the supported Stop methods to cease processing in the current collection or all collections in the call stack.
For more information on the available features on this rule form, see About Collection rules.
Existing collections are deprecated
Valid from Pega Version 7.1.7
The original implementation of the Collection form is deprecated. Legacy instances in your application remain functional; however, any new instance you create uses the redesigned Collection form. Use the Decision category in the Records Explorer to view all collections available to you.
For guidance on upgrade limitations, see the Deprecated Collection form.
Achieve traceability through mapped rule type parameters
Valid from Pega Version 7.1.7
Maintain thorough audit trails of rules processed in your application by mapping one or more function input parameters to key parts of rules called by a collection. Each association you define updates referencing rules by linking the specified rule and the collection that calls your function or an associated function alias.
For instructions on how create these mappings in the Rule Type Parameters section of the Function form, see Function form - Completing the Parameters tab.
Display read-only formatting
Valid from Pega Version 7.1.7
When an editable field is in focus, date and text inputs display unformatted numerical values if the Display value using read-only formatting check box is selected. Unformatted text allows users to enter numerical values without adding currency symbols or decimal separators. The read-only formatting option appears for the Currency, Date Time, Integer, Number and Percentage control types when the Editable field is not in focus.
Simplified parameter passing with functions and function aliases
Valid from Pega Version 7.1.7
After you have mapped a rule type on the Function form, you can pass a parameter page to it from a corresponding function alias. This simplifies your implementation by exposing parameter prompting to users anywhere that function aliases are supported, such as collections and when conditions.
For a procedure on how to pass parameter pages to mapped rule types, see How to use parameter pages with a function alias.
New menu design options with the auto-generated menu control
Valid from Pega Version 7.1.7
Usability and responsive capabilities have been enhanced with a new auto-generated menu control offering multiple design options and configurations. New display options include text, descriptions, badges, and responsive vertical in-line menus. Loading options include:
- At screen load
- Defer load
- On first use
- On every use
Show menu controls for existing applications can be upgraded using the Upgrade Show Menu button in the HTML5 Readiness feature.
Menu created using the auto-generated menu control