Create configurable node types with purpose-specific names
Valid from Pega Version 8.1
To meet your specific business needs, you can now configure your own node types that you can segregate by purpose, and also define their behavior. Pega Platform™ supports node types that you can associate with multiple resources, like agents or job schedulers. For ease of use, apply meaningful names to your node types.
For more information, see Node classification, Creating configurable node types.
View mini user profiles in Pulse
Valid from Pega Version 8.1
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
Role-based workspaces improve productivity
Valid from Pega Version 8.1
You can now use workspaces to access role-based tools and features. By focusing on the tasks that align with your expertise, you can develop and manage your application more quickly.
For more information about the different types of workspaces, see Workspaces.
New roles required for system management features and APIs after upgrade
Valid from Pega Version 8.1
The pzSystemOperationsObserver and pzSystemOperationsAdministator privileges are no longer used for accessing system management features in Admin Studio and for system management APIs. Pega Platform™ has new privileges for individual system management functions and new roles configured with these privileges. Use the following roles to access system management features and APIs:
- PegaRULES:SysOpsAdministrator – has all administrator and observer privileges
- PegaRULES:SysOpsObserver – has all observer privileges
- PegaRULES:SysAdm4 – has all administrator and observer privileges
After upgrading, you can include one or more of these roles in your access group or create a custom role. For more information about access roles, see Access roles.
Feature management added to App Studio
Valid from Pega Version 8.1
You can now create and manage features in App Studio. Because this functionality is no longer restricted to Dev Studio, you can encourage all team members to adopt feature-driven development, which improves the traceability from your requirements to their respective implementations.
For more information, see Feature-driven development.
Application overview added to App Studio
Valid from Pega Version 8.1
High-level information about an application, such as the available channel interfaces, case types, and data types, is now available in App Studio. By monitoring your project from a holistic point of view, you can make informed decisions about how and where you want to allocate your development resources.
For more information, see Application overview.
Click, record, and play UI scenario tests
Valid from Pega Version 8.1
You can now record, edit, and run scenario-based UI tests in end-user portals. By using scenario-based tests, developers focus on testing an application's ability to deliver real business value instead of writing code. Developers can test autogenerated and custom controls, actions, and navigation in a specific case or in an entire portal. Test recording is available on the run-time toolbar, and tests are available on a unified landing page that provides easy access to them. For more information, see Find and fix issues by using the Accessibility Inspector.
External login with OpenID Connect or SAML protocol for custom mobile apps
Valid from Pega Version 8.1
Custom mobile apps can now use single sign-on (SSO) with OpenID Connect or SAML to authenticate by using identity providers such as Google, Auth0, Okta, or Azure Active Directory (Azure AD). External login provides a convenient and secure way to access your application. Users' credentials are never shared with the custom mobile app.
For more information, see Configuring a custom mobile app to use external login with OpenID Connect or SAML protocol.
Support for inline helper text for editable form fields
Valid from Pega Version 8.1
You can now configure inline helper text for editable form fields. The helper text is always visible on the form, and you can style the text to override the helper-text CSS class in the Override CSS file in the skin.
Providing helper text in editable form fields helps users complete forms more quickly and efficiently.
For more information, see Adding a Text Input control.
Optimized dynamic layout for sections with no container format or header
Valid from Pega Version 8.1
You can set dynamic layouts to use the new optimized layout mode. When optimized, the dynamic layouts that do not include a container format or a header no longer generate extra container and body DIVs. The depth of the Document Object Model (DOM) is reduced, which makes the layouts easier to maintain. Selecting this option also enables automatic updates for new markup with each release, so that you stay current with improvements to dynamic layout markup.
You can use an Upgrade tool to convert sections that use the legacy dynamic layouts to use the new optimized dynamic layout.
For more information, see Upgrading legacy dynamic layouts to use the optimized dynamic layout.