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Browse resolved issues for Platform releases.

Tracked changes persist between client sessions

Valid from Pega Version 7.1.7

The Microsoft Word native change tracking feature persists between client sessions for specifications. Enable this feature to facilitate collaborative reviews of your specifications with project stakeholders.

Inserting your specification updates as tracked changes allows you to:

  • Provide visible markup to the next reviewer.
  • Correlate edits to a specific user and time.
  • Generate documents that include markup and comments.

Local settings, such as the colors you specify for markup, do not persist between clients.

For instructions on how to prevent markup and comments from appearing in generated documents, see Advanced options for editing specifications.

Add multiple attachments at once

Valid from Pega Version 7.1.7

You can now add more than one attachment to a requirement or specification at a time, without closing the Add/Edit Attachment modal dialog box. Use the traditional browse method to upload an attachment or drag and drop a local file, based on your needs. View and access your attachments from the Application Profile landing page, Requirement form, or Specification form.

Plan projects using release data

Valid from Pega Version 7.1.7

Requirements and specifications can now be mapped to a target release and iteration within a specific release. Populating these fields allows you to set and publish a release schedule through worksheets generated by the Sizing wizard. Access these fields from the Application Profile landing page or by opening any requirement or specification.

The Release and Iteration fields as they appear in a specification and a corresponding worksheet

The Sizing wizard incorporates values from the Release and Iteration fields for specifications only.

Specification type extended for decisioning users

Valid from Pega Version 7.1.7

Specifications now support a Decision Strategy Manager (DSM) type. This allows you to map your specifications to a decisioning component, such as a strategy or model. After you select an appropriate subtype and provide relevant metadata, you can run the Sizing wizard to incorporate these details into project sizing worksheets.

DSM specification details as they appear in the Specification form and Sizing wizard output

You must have access to Decision Management rulesets to create DSM specifications. For more information on specification types, refer to the Details tab of the Specification form. To view all specifications in your application, filtered by type, refer to the Application Profile landing page.

Add collections as linked implementations

Valid from Pega Version 7.1.7

You can now identify a collection or individual steps within a collection as an implementation of a specification. Linking specifications to rules allows you to more accurately convey your application design to project stakeholders. Use the Specifications tab on the Collection form to create these links.

To see all implementations for a given specification, refer to the Application Profile landing page or the Implementations tab of the Specification form.

Add project branding to generated documents

Valid from Pega Version 7.1.7

The standard Word Template for specification descriptions is now extensible. Using a customized template allows you to brand your generated documents with project-specific elements.

Specialize the Rule-Application-UseCase.pySpecificationDescription rule to:

Generated document with custom company logo

Refer to Advanced options for editing specifications for instructions on how to override this template.

Generate documents in the background

Valid from Pega Version 7.1.8

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

Link URLs to applications, requirements, and specifications

Valid from Pega Version 7.1.8

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.

Generate an XSD file for XML format output

Valid from Pega Version 7.3.1

You can now use Business Intelligence Exchange (BIX) to generate an XSD file for existing XML output when the Get all properties check box is selected on the Definition tab of the Extract rule form. You can now validate the XML output and generate DDL statements by using the generated XSD file. Some tags might not be included in the generated XSD file because of missing values in the XML output.

For more information, see Generating an XSD file for XML output.

Project sizing supports real-time feedback

Valid from Pega Version 7.3.1

You can now size a project based on the stories that you create in the Agile Workbench tool. By capturing feedback from your stakeholders in stories, you can improve the accuracy of your estimated timeline and costs in real time.
For more information about project sizing, see Sizing an application development project.

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