View attachments inline
Valid from Pega Version 7.4
You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.
For more information, see Inline preview of attachments.
Discontinued support for list view and summary view rules
Valid from Pega Version 7.2
The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.
You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.
Personalized table views
Valid from Pega Version 8.1
You can now configure tables so that users can personalize table views at run time. Users can specify which columns to display, resize and reorder columns, and set an initial sort order and initial column filter. When users save these personalized settings, the table displays the personalized view each time that users access the table.
Personalizing table views can help users work more efficiently by providing greater control over what data they see and how it is presented.
For more information, see Configuring a table for personalization.
Improved view authoring
Valid from Pega Version 8.5
Case authoring in Cosmos React UI now features updated view authoring tools. The redesigned view tab and overlay provide a more intuitive interface for creating views, applying design templates, and adding fields and controls. This enhanced work environment improves the user experience and reduces context switching, which contributes to a lower development effort.
For more information, see Editing views in a case type.
List view and summary view reports might not display in HTML5-compliant browsers
Valid from Pega Version 7.1.7
List view and summary view reports use framesets to provide a view of drill-down reports. HTML5 does not support framesets, so these reports might not display well, or at all, in versions of browsers that are compliant with HTML5.
To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports. Standard management reports are already available as report definition reports.
As of Pega 7.2, list view and summary view rules are deprecated. For more information, see Discontinued support for list view and summary view rules.
Process Outline view is unavailable
Valid from Pega Version 7.2
Process Outline view is no longer available as of this release. Use Case Designer instead to configure your processes. For advanced options, you can open the underlying flow for a process in Process Modeler.
For more information, see Designing a case type and Diagram tab on the Flow form.
Access views in one location
Valid from Pega Version 7.2
You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.
For more information, see Views in a case type.
Access views in one location
Valid from Pega Version 7.2
You can access the relevant views for your case type in one place. By using the Viewstab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.
For more information, see Views in a case type.
View PegaUnit test reports
Valid from Pega Version 7.3.1
The Reports tab on the Automated Testing landing page contains tables and charts that display the percentage of rules on which PegaUnit test cases are configured, and the results of PegaUnit test execution. By looking at the data on this tab, you can see which tests failed and investigate them.
For more information, see Viewing PegaUnit reports.
Personalized views in table layouts
Valid from Pega Version 8.4
Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.
For more information, see Enabling table personalization.
Upgrade impact
After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.
What steps are required to update the application to be compatible with this change?
Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.