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Published Release Notes

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

Customized application overview documents in App Studio

Valid from Pega Version 8.3

Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.

For more information, see Creating project documents for stakeholders in App StudioExporting a data model into a document.

New send email automations and enhancements

Valid from Pega Version 8.3

You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.

You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.

For more information, see Calling an automation from an activity and Viewing automations.

More efficient navigation between applications in App Studio

Valid from Pega Version 8.3

The new My Applications gadget helps you switch applications in App Studio more conveniently. You can also search applications by name instead of choosing an application from the list, and then select the access role that you want to use. In addition, you can see descriptions of your applications and create an application by going to the My Applications landing page. To use the My Applications gadget, ensure that you update the UI Kit to version 14.

For more information, see Adding the My Applications gadgetSwitching between applications in App Studio.

Customize your report headers

Valid from Pega Version 7.1.5

You can customize the way that the header for all of an application's reports will be displayed by overriding the section pyReportEditorHeader. Save a copy of this section into the application's ruleset, then edit it to display the information, images, and layout that you desire. Once changes are saved, each of your application's reports will automatically use the updated header.

Guardrails compliance score

Valid from Pega Version 7.1.5

The Application Guardrails landing page has been enhanced to help you build more guardrail-compliant applications. Increase transparency and accountability on your projects by responding to the following compliance score metrics:

  • A weighted compliance score (0-100) based on warnings, severity, and justification
  • A percentage of compliant rules in your application
  • Total number of rules in your application
  • Total number of rules in your application with warnings (justified and unjustified)

Additional metrics include alert and interaction count trends over the last four weeks.

For more information, see Guardrails compliance score.

Advanced inline report filters

Valid from Pega Version 7.1.5

You can create a custom section and use it to display report filter controls at the top of the report, replacing the default display. The custom section can include basic controls (such as a drop-down menu or text entry field), and the controls can only provide values for the filter functions established in the Edit filters section of the Query tab for the Report Definition.

Directed inheritance view in Application Explorer

Valid from Pega Version 7.1.5

You can now specify which inheritance model is used to populate classes in the Application Explorer. From the top level menu, use the “Explorer Inheritance” option to choose between:

  • Pattern: only display class names whose prefix matches the root node class name.
  • Directed: first display classes that explicitly name the root node as the parent class; then display classes with pattern inheritance.

108936_ExplorerInheritance.png

By default, the Application Explorer loads using Pattern inheritance. 

Save Application Explorer filter selections

Valid from Pega Version 7.1.5

Application scoping control selections made in the Application Explorer are now persisted between sessions. These preferences are stored in an operator record on an access group level. If you delete (and later re-add) an access group on your operator form, the application scoping control defaults to all layers selected:

109056_AppScopingControl.png

External access control DASS

Valid from Pega Version 7.1.5

A new Dynamic Admin System Setting (DASS) controls the Designer Studio's access to external systems, specifically the PDN RSS feed found on the home page.

By default, Pega-Desktop.AllowAccessToExternalSystem is set to TRUE. Update this setting to FALSE to hide the PDN RSS feed and ensure that no RSS fetch is performed.

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.

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