Published Release Notes

Chart drilldown capabilities extended to dashboard widgets

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Support for an external Elasticsearch cluster for on-premises deployments

On-premises customers can configure an Elasticsearch cluster that is external to the Pega Platform™ by using client-server mode. Using an external search configuration makes Elasticsearch more highly available and scalable. 

You can view the status of your external Elasticsearch service on the Search landing page. For more information, see link to Viewing the status of an external search service.

File sharing improvements in custom mobile apps

Case management in custom mobile apps that are built for Android and iOS using Pega Infinity Mobile Client™ is now improved with the enhanced Attach content control. You can now attach files of any type from the device storage and from cloud services, for example, Google Drive or iCloud, or from other mobile apps that are installed on the device. Additionally, you can share any file attachments, except for signature files, in external mobile apps.

For more information, see Enabling attaching files to an application.

Updates to the Connect CMIS rule form

You can now use the enhanced Connect CMIS rule form to define connections to ECM repositories that support the CMIS specification. On the Service tab, select an existing CMIS provider or configure a custom provider and enter the server type, server URI, and authentication profile to connect to your CMIS provider.

For more information, see Case attachment versions in CMIS repositories.

Link URLs to applications, requirements, and specifications

In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.

Reporting

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

• Multiple boxes may be checked on List view checkboxes
• Dashboard Charts slider has been improved.
• Summary View reports and charts have been enhanced.
• Column properties can be added to a report in the Report Editor.
• List view column widths can be set by Smart Info.
• Listviews will display correctly for updated systems.
• Improvements to the GuardRail Report.

New Business impact optimization dashboard

On the Analysis tab of the Application Profile landing page, you can now enable historical specification count and implementation progress by complexity and business impact. On the Business impact optimization dashboard, you can view counts of specifications by complexity and business impact. You can also view counts, by business objective, of specifications that have been implemented and for those not yet implemented. You can filter specifications by release and iteration.

For more information, see Viewing specifications by complexity, impact, and business objective, and Associating project specifications with business impact and complexity.

Easy access to proposition-related rules when creating change requests in revision management

When selecting propositions for change requests in Decision Strategy Manager, you can view the proposition filter, strategy, and when rules that are associated with the decision data the selected propositions belong to. In addition, you can include those rules in change requests. To view and add any associated rules to a change request, the rules must be part of the application overlay. With the ability to view and select all proposition-related data, you can consistently revise not only propositions themselves but also all associated rules.

For more information, see Proposition-centric revision management functionality.

Improved contracts for implementations

For more complete contracts, automations now support embedded pages, default values, and picklists. These enhancements provide a more robust model for inputs and outputs that is easier to update and maintain.

For more information, see Viewing automations.

Enhancements to the Send Email smart shape

The following enhancements have been made to the Send Email smart shape:

• You can now configure the Send Email smart shape in Pega Express.
• You can use templates, such as a rejection template, in your email.
• You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
• You can insert a link to the case ID in your email.
• You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
• You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

• Sending email from a case (Pega 7.3)
• Sending email from a case (Pega 7.3 express)