Published Release Notes

Role-based workspaces improve productivity

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

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

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

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

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

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

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

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.

Use spaces to collaborate with users

You can now collaborate with other users in your application on a specific area of interest by using spaces. By restricting the discussion of certain topics to the users of a space, you can avoid broadcasting irrelevant messages to all users in your application.

For more information, see:

• App Studio – Collaborating with users by using spaces
• Dev Studio – Collaborating with users by using spaces

Collaborate on shared content by using documents

You can now share additional information about cases with all users in your application by using documents. Documents enable you to view shared content on a landing page and collaborate on the content with other users in Pulse so that you can resolve cases more quickly.

For more information, see:

• App Studio – Collaborating on shared content by using documents
• Dev Studio – Collaborating on shared content by using documents