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This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Low-code authoring of case pages

Valid from Pega Version 8.6

Mobile authoring for Cosmos React applications now supports the configuration of native mobile pages that include case details. Your mobile channel automatically generates these pages for each case type in your application. This enhancement improves the user experience in your app by providing users with native pages that you can adjust to best suit your business process. For example, you can highlight specific views on a page by modifying which tabs appear on the page, or add a floating action button to help your users edit the case.

For more information, see Authoring mobile case pages for Cosmos React applications.

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.

For more information about the Cosmos React design system, see Cosmos React and UI architecture comparison.

Automatic packaging of cases for offline use

Valid from Pega Version 8.6

Newly created mobile channels now support automatic packaging of cases for use in offline mode. The packaging process includes case data from all native list pages that you create from offline-enabled case types and add to the navigation of your mobile app. Previously, automatic packaging was limited to assignments in the work list (and their related work items), and cases that were listed in the data page that you manually designated for packaging.

This enhancement improves the user experience for mobile app developers by ensuring that the data that is referenced in list pages for offline-enabled case types is automatically available for the users of your offline app.

Improved user experience for Cosmos React mobile apps

Valid from Pega Version 8.6

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.

For more information about the Cosmos React design system, see Cosmos React (early adopter) and UI architecture comparison.

Insights from 8.5 require additional configuration after upgrade

Valid from Pega Version 8.6

Upgrade impact

After you upgrade Pega Platform™ version 8.5 to 8.6, the Explore Data landing page might not include insights that come from the earlier version of the product.

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

Run the pxUpgrade85Insights activity to make all insights from version 8.5 accessible for you in 8.6. By running this activity, you upgrade insights with new metadata that is required in version 8.6. For example, the pxUpgrade85Insights activity provides you with the option to set the visibility of insights to private, public or shared.

For more information about insights, see Visualizing data with insights.

Descendant class instances now included in reports

Valid from Pega Version 7.2

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Valid from Pega Version 7.2

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

BIX extracts can be scheduled and run from the Pega 7 Platform by using agents

Valid from Pega Version 7.2

You can create an agent that periodically invokes the new pxExtractDataWithArgs activity to run a BIX Extract rule. The activity takes the class and extract rule name, as well as an additional input string with a list of BIX command-line parameters, as input parameters to use for the run.

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.

Report Definitions can query tables in multiple schemas

Valid from Pega Version 7.2

You can create a Report Definition that queries class tables in multiple schemas in the same database. Previously, queries on tables that were mapped to PegaRULES and PegaDATA schemas could not include tables that were mapped to other schemas, because other schemas were assumed to be in a different database. The schemas to which queried class tables belong are no longer validated when you save the Report Definition, so you can now query tables in schemas other than PegaRULES and PegaDATA. However, Report Definitions that query tables that are in more than one database fail when run.

Support for large reference data in offline mobile apps

Valid from Pega Version 7.2

A data page in a Pega 7 Platform mobile application with offline capability enabled can now be marked as a large data page. This feature improves performance significantly when you have a large amount of data in which only individual records change.

In this situation, after the initial sync to the mobile app, only the changes in the large data page are synced instead of the entire large data page. The database table is created for such large data pages in the encrypted SQLite database on the device. Changes such as add, delete, or update are reconciled as row-level updates. Furthermore, you can use JavaScript to query against this data. A large referenced data page is supported by list-based components such as repeating dynamic layout, auto-complete, a dropdown list, and radio button.

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