Published Release Notes

List view and summary view reports might not display in HTML5-compliant browsers

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.

Add multiple attachments at once

You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.

View agent activity and status more efficiently

The Designer Studio > System > Operations menu has been updated with several additional tabs detailing system information pertinent to an active server node running on a system, along with its requestors, log utilities, and purge/archive utilities. The link to the System Management Application tool has also been moved to the Designer Studio > System > Operations menu in this release.

Previously, to understand your system, you had to access every node on your system individually. With this update, the information available on these tabs allows you to view all agents across a cluster to determine if an agent is active and in-depth details about the agent in a more efficient manner.

The System: Operations page displays agent information and status on a system

Access this menu by selecting Designer Studio > System > Operations. For more information, see the System Operations landing page.

Updates to the Attach Content control

Several updates have been made to the Attach Content (pxAttachContent) control, resulting in a faster and more efficient file attachment process. New features include:

• Responsive UI that allows the control attachment screen to conform to various UI sizes across any device accessing the application
• A bigger drop-zone for adding files
• The option to simultaneously add multiple files when using either the file browser or drag-and-drop functionality
• The ability to display the control as either a button, link, or as an icon within an application
• Built-in camera integration on mobile devices, which supports the selection of image files directly from a mobile device’s camera roll
• Safeguards that halt the attachment process upon cancelling an attach action

For more information, see PDN article: How to use the Attach Content control.

Drag and drop or add multiple files at once

View a record of Case Designer updates on the case type rule History tab

The History tab on case type rules now automatically records a history of rules edited or created from the Case Designer Stages & Processes tab. This feature allows system architects to review updates made by business analysts and other developers. It also allows business analysts to easily convey to fellow team members a record of configuration changes.

See More about Case Type rules.

Work attachment indexing fails with IBM SDK Java 6

Indexing of work attachments fails when you use IBM SDK Java 6 with Pega 7.1.7 through Pega 7.2. The workaround is to switch to IBM SDK Java 7 or Oracle JDK Java 1.6. You can also disable attachment indexing from the Search landing page; however, if you do this, you are not be able to search the content of attachments.

Edit process-based case type flows in Case Designer Process Outline view

If your case type does not employ a stage-based design, you can now employ the Step Tree and other features available in Process Outline view to facilitate your design.

Click a process tile in the Stages & Processes tab to open the flow in Process Outline. In this example, the Graffitti report is selected.

Processes in Stages & Processes tab

The process opens in Process Outline view. Note that the tree view allows you to easily see and update the underlying shapes and subprocess that compose the Single Approval process.

Process in Process Outline view

See Using Process Outline.

Flow action and attachment category rule types moved to Process category

The flow action and attachment category rule types now appear in the Process category within the Record and Application Explorers. Previously, they were in the User Interface and Security categories, respectively.

Communicate guardrail compliance with the pxAddGuardrailMessage function

Now that guardrail warnings are in the model, you can easily attach them to rules in your application using the new pxAddGuardrailMessage function. Call this function to display warnings to your application users when they do not adhere to guardrails or best practices. Adopting this function in your application allows you to:

• Use localizable Rule-Message instances that are categorized by severity and application impact.
• Add dynamic warnings to your rules by passing parameters to a standard or custom message.
• Stop using and maintaining hard coded strings.

Design time view of warning messages

Run time view of an attached warning

This function supersedes the addWarning function, which has been deprecated. You can continue to use the CheckForCustomWarnings extension point, but it is recommended that you convert hard coded strings to messages and migrate any dependencies on addWarning to pxAddGuardrailMessage.

For more information on message attaching techniques, see Working with messages.

Update to UI-Kit-7:02-01-01 for latest features and mobile-ready Case Worker portal

The UI Kit ruleset (UI-Kit-7:02-01-01) contains the latest rules and a skin (pyEndUser71) for use in building or customizing Pega 7 user interfaces. Updating to this version allows you to take advantage of the newest features and styling, including a new responsive Case Worker portal.

Mobile view of the Case Worker portal

Like the Case Manager portal, the Case Worker portal is mobile-ready and provides case workers with a standard user interface for:

• Displaying a worklist of all open cases
• Viewing information about cases associated with case types defined in the Case Explorer
• Displaying a calendar view of work assignments
• Updating the user's profile

For more information, see Using the UI Kit ruleset.