Published Release Notes

Customize your report headers

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.

Advanced inline report filters

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.

Access Manager portal

Changes to the Access Manager simplify the process of modifying the access rights of features for an application. The changes, including creation of an Access Manager portal, make it easier for non-technical users, such as business architects, to set access rights even if they may not have a deep understanding of Pega 7's security model and class inheritance structure.​

DCO and PMF integration is unavailable

DCO and PMF integration functionality is not available in this release. Related project management controls have been removed from the following:

• System Settings landing page (Designer Studio > System > Settings > Project Management)
• Application Profile landing page (Designer Studio > Application > Profile > Specifications)
• Add/Edit Specification dialog

Generate documents in the background

When you generate system documentation by using the Document Application wizard (Designer Studio > Application > Tools > Document), the process now runs on a server and not on your local client system. This change not only generates your document more quickly, but also allows you to multi-task within Pega 7 while your document is generating in the background. When the generation is completed, download the document to your computer.

For more information, see:

Updating customized Application Document templates with server-side document generation

Screenshot generation still runs on local client

Warning message when opening server-generated documents

Screenshot generation runs on local client

If you generate screenshots to include in your application document, this process still runs on your local client. Additionally, you are still required to use Internet Explorer to use this feature.

Warning message when opening server-generated documents

Depending on your system configuration, the following warning message might be displayed when you open a document that was generated on the server.

If you click No, certain content (for example, Table of Contents) is not populated in the document. Instead, click Yes and save the document.

The warning message that displays

Link URLs to applications, requirements, and specifications

In addition to files, you can now attach URLs to applications, requirements, and specifications by using the Add/Edit Attachment modal dialog box in Pega 7. This change allows you to link directly to dynamic content in other URL-based systems rather than link to a static file of that content.

New property pxCommitDateTime

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.

Descendant class instances now included in reports

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.