Published Release Notes

Create and view application settings in App Studio

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

What steps are required to update the application to be compatible with this change?

1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
   PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
   PegaRULES: DisableSettingsLandingPage

Data view management added to Data Designer

You can now manage data views, called data pages in Dev Studio, in the Data Designer in App Studio. You can change a data view's data source without switching to Dev Studio. You can create a JSON mapping using a visual, drag-and-drop mapper.

For more information, see Data view management.

View data type relationships in Data Designer

You can now access a visual depiction of the relationships among data types from the Data Designer in App Studio. By understanding how data types depend on properties and other data types, you can extend your data model more quickly.

For more information, see Viewing data relationships.

Standard page lists for attachments

The following new standard page lists allow you to easily reference attachments in your designs:

• pyAttachments — Holds a list of attachments of the current case.
• pyAttachmentCategoriesList — Holds a list of attachment categories of the current case. This property can be used to fetch the attachment information by category (pyAttachmentsByCategory).
• pyAttachmentsByCategory — Holds a list of attachments for the category set in the pyAttachmentCategory property in the current case.

When a user or system adds an attachment, the system automatically associates the page lists with the case, and populates them when the properties are referred to.

Creating an attachment category in a case type record automatically creates a property reference. See Redesigned Attachment Categories tab on Case Type record.

In addition, you validate the existence of an attachment by referencing the new function alias pxIsAttachmentOfCategoryInCase in a validate record. For example, you can use the properties and a validate record for building when logic that makes it necessary for a user to attach a document of category "SECCompliance" before the case can enter a stage.

Redesigned Attachment Categories tab

The Attachment Categories tab on the case type record has been redesigned as follows:

• In the Category field, you can associate case types with a case by selecting one in the application ruleset stack, or create a new one by typing a name in the field.
  
  When you add a category to the list and save the record, the system automatically generates a page list property that that can be used to easily reference attachments by category.
  
  ​In the example shown below, the page list property AuditComplianceAttachments can be used to access a list of attachments in the Audit Compliance category.
  

For ease of use during your design session, you can access this functionality using the "Attachments" option on the Case Designer Details tab.

The new function alias pxIsAttachmentOfCategoryInCase checks if an attachment of a particular category is attached to a case.

• Auto-Attach capabilities are deprecated but still supported. The tab displays a read-only list of attachments that were configured with this feature in previous releases.
  • To remove this capability, delete the item.
  • For new development, use the Attach Content smart shape in your process diagram.

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

Attach Content control enhancements

You can now use the Attach Content control in Pega^® Platform to configure compression options that limit the size of files created on a mobile device. For example, you can choose from predefined settings to limit video duration or image size. These settings apply when the user records a new video or takes a new photo, but they do not apply to prerecorded media.

Also, when attaching content to a custom mobile app, users can now select any type of file from any source that is available in the device's native file picker component.

For more information, see Configuring file size options for the Attach content control.

Support for large case attachments

You can now attach large files to a case on a variety of cloud storage options, including Pega Cloud File Storage, Amazon S3, Microsoft Azure, and JFrog Artifactory. Files can be 1 to 2 GB depending on your environment configuration. Attachments are streamed to the selected storage option without being loaded into memory, which reduces the risk of generating an out-of-memory error. Additionally, all cloud instances now have the new Pega Cloud File Storage repository defined.

For more information, see Storing case attachments outside the Pega Platform database.

Ability to annotate case attachments

Pega^® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.

For more information, see Case attachment annotations.

Cannot view all custom context posts in Pulse

When you use Pulse in a custom context, the custom context label is displayed as plain text instead of as a link that you can click to view all posts that are associated with the custom context.

For more information about Pulse, see the help topic Pulse.