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Published Release Notes

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Browse resolved issues for Platform releases.

Simple associations for quickly joining classes

Valid from Pega Version 8.3

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Exploring the data model.

Association changes after upgrade

Valid from Pega Version 8.3

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Associations.

 

New property pxCommitDateTime

Valid from Pega Version 7.1.8

A new property, pxCommitDateTime, records the time when a record or updated rule was committed to the database. This property also allows for incremental extracts when running BIX.

New property pxSaveDateTime

Valid from Pega Version 7.1.8

A new property, pxSaveDateTime, records the date and the time that an instance was saved with business changes to the database. This property is always used when an instance is saved, whether you are creating an instance or updating an existing instance. This property is not updated when an instance is moved from one system to another, and it is not updated during certain system management operations that do not change the content of the instance, such as column exposure.

Ability to include all properties in search results

Valid from Pega Version 7.4

You can now include all properties in a class in search results so that they can be used in report filtering. When the Enable search results for all properties option is selected on the Custom Search Properties rule form, all top level and embedded page scalar properties for the class are indexed and returned in search results, and all embedded page list, page group, value list, and value group properties for the class are indexed but not returned in search results. Selecting this option might affect performance.

In addition, by default, properties defined in the Data-Tag-RelevantRecord instance for a class are indexed and returned in search results and do not need to be explicitly configured.

You must reindex search after selecting or clearing Enable search results for all properties and after changing the properties that are defined in the Data-Tag-RelevantRecord instance.

For more information, see Specifying custom search properties.

Compact style sheet for creating PDF files

Valid from Pega Version 7.4

You can now use a compact style sheet when you create PDF files by using the Create PDF smart shape in a case type or when you use the HTMLtoPDF activity. This style sheet overrides the style sheet that is used by the harness skin and correctly renders certain elements such as headings and inline grid tables. It also renders PDF files more quickly.

For more information, see Creating PDF files by using a compact style sheet and PDF file rendering scenarios.

BIX ruleset is now included with Pega Platform

Valid from Pega Version 8.3

The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.

For more information, see Data extraction.

Upgrade impact

After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.

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

After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.

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