Published Release Notes

Addition of Data Access Tab to access control policy condition rules

You can now select associations and declarative index classes when creating access control policy condition rules. The Column source field in the policy condition can now accept properties from available associations and indexes. For ease of reference, the selected associations and indexes are available on the new Data Access tab. 

Using the new tab, you can build complex authorization models in which access restrictions for a class depend on the attributes present in the associated and indexed classes, along with the attributes in the current class. For example, a project management application can now separately maintain project lists for each operator and use that information to restrict read/write access to unique projects.

The information available on the new Data Access tab reflects rule form changes, which are similar to the existing functionality of the Report Definition in the Application Data Model. 

For more information, see Creating an access control policy condition.

Improved UI accessibility

Pega Platform™ now supports W3C Web Accessibility Initiative guidelines more fully, which creates a better user experience for people who rely on assistive technologies, such as screen readers.

The user interface now features the following enhancements:

• Improved keyboard navigation and updated ARIA attributes for layouts, including dynamic, repeating, and table layouts.
• Updated navigation for AJAX and dynamic containers.
• More precise keyboard navigation and focus control for pop-up components, such as SmartTips.
• Fixed accessibility gaps in out-of-the-box actionable controls and form components, such as buttons and text fields.
• More accessible error messages with improved color schemes and focus control. To meet the WCAG ARIA guidelines, the Show next Error bar has been retired and substituted with more accessible error symbols.
• Accessibility code included in the Pega Platform ruleset by default, without the need for additional configuration.

For more information, see Supported keyboard navigation.

Enhanced run-time behavior of the currency and number controls

The currency and number controls now display separators at run time, even as the user types the values. When the user enters more than three digits, a locale-dependent separator immediately groups the digits into thousands in real time. For example, when a user who is based in the U.S. types 100000, the input field displays the number as 100,000. The currency control additionally displays currency symbols at all times, whether the input field is in focus or not.

This enhancement improves clarity and the user experience because the user no longer needs to move away from the field to see the formatting of the input, and typing long strings of numbers is now more convenient.

For more information, see Controls.

More detailed configuration of persona access in App Studio

App Studio now supports more precise configuration of access for personas so that you can improve the security and usability of your application. You can now define what actions a given persona can perform on a case, a data object, or a configuration set. You also save time because you define settings for an entire group of users that a persona represents. For example, you can configure a customer service representative (CSR) persona to view only cases that process insurance claims from VIP customers, without the option to modify the cases. As a result, you ensure that users of your application can interact only with relevant data, in a way that best meets your business needs.

For more information, see:

• Manage access for personas more efficiently in App Studio (8.6)
• Configuring access options for a persona

Deprecated support for Pega Platform deployments on embedded Cassandra

If you use Pega Platform™ decision management capabilities, Pega Platform uses Cassandra as the underlying storage system for the Decision Data Store (DDS), which manages the Cassandra cluster and stores decision management data in a Cassandra database. Future versions of Pega Platform will no longer support deployments on embedded Cassandra. In Pega Platform version 8.6, deployments using embedded Cassandra are deprecated but still work. To ensure future compatibility, do not create any new installations using embedded Cassandra.

For information about how to configure Pega Platform to access an external database, see Defining Pega Platform access to an external Cassandra database.

Support for picklists with parameterized data pages in App Studio in Cosmos React UI

You can now use data pages with parameters to populate a property of the picklist type with filtered results in App Studio. For example, in a survey case type, you can use a parameterized data page to configure cascading drop-down controls in which the values in a secondary drop-down list are based on the value that the user selects in the primary drop-down list. With dynamically-sourced picklists, you get greater flexibility in configuring picklists, and users see more accurate values.

For more information, see link Dropdown control Properties — General tab.

Support for configuring and saving external data in App Studio

You can now configure a savable data plan to easily replace or update related data directly from App Studio, and persist those changes during the case lifecycle. This enhancement allows you to work directly in App Studio, without being limited to read-only access of data from case types.

Data model inheritance does not depend on ruleset context

Search and Reporting Service (SRS) in Pega Platform™ 8.6 now provides an improved method of synchronizing data model by distinct users. In applications built on earlier versions of Pega Platform, some users might encounter difficulties in indexing data. Now, the data model that the system sends to SRS does not depend on access privileges. With this enhancement, each user of your application is eligible to synchronize data.

Improved tabbed layout group

Tabbed layout groups now generate semantic markup, which helps conform to accessibility standards. As a result, the tabs in the preview panel support numbers, for example, for items that might require attention, and a horizontal scroll bar if the number of tabs does not fit the display.

For more information, see Enhance the case processing experience in Theme Cosmos applications (8.6).

Improved user experience for Cosmos React mobile apps

Mobile apps that you build for Cosmos React applications now feature a highly performant and responsive user interface that improves the overall user experience.

Native case pages

Prescriptive mobile case pages are now faster and more reliable. Mobile case pages display views and widgets as cards and group the cards into user-friendly tabs. Users can navigate the tabs by swiping left or right. From the case page, users can also edit case page details by selecting the floating action button, or choose an optional action from the case header drop-down menu. 

To improve collaboration, prescriptive mobile case pages support the Pulse widget, as well as uploading, viewing, and downloading case attachments.

Improved case processing 

The case processing interface on mobile devices is now more reliable and ensures a smooth experience for case workers. After users complete an assignment, Cosmos React apps display the task that is next in the flow that you define for the case type. Optional actions open in an overlay drawer component that users can minimize when they need to multitask while processing cases.

Form validation in real time 

Validation of user input for mobile forms is now highly responsive thanks to real-time validation. To ensure that users enter data correctly, forms support validation expressions that you define in App Studio. Expressions are processed on the client side to further improve app performance.

Native Android and iOS controls

Cosmos React apps use a selection of native Android and iOS controls that make mobile apps faster and more intuitive to use. The native controls include map and location controls, date and time pickers, and controls for adding attachments.

In Pega Platform™ version 8.6, mobile features in Cosmos React applications are available only as a preview, with limited support for various interface elements and features, such as offline mode. The recommended production design system for Pega Mobile in Pega Platform 8.6 is Theme Cosmos.