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.
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.
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.
Pega Platform™ now provides you with an option to edit the list of features in your application stack. Now you can define the order of the features to generate application documentation that lists the features by their priorities instead of the time of creation. For example, you can reorder the features when you want to communicate to your stakeholders which elements are top priorities.
The condition builder now uses the Anypicker control to categorize the entities, such as fields or when conditions, that your application compares at run time. As a result, you can create conditions in a simplified and accelerated way. You can also select fields that are up to four levels deep within field groups.
To ensure that the sequence of business logic-based routing cards conforms to your business requirements, you now have the option to change the order of the cards. For easier navigation across multiple routing cards, the system automatically collapses the cards for you, and you can then easily expand the cards that you need to display.
Several improvements have been made to optimize the speed of the data schema upgrade to help you experience minimal downtime during upgrade to Pega Platform 8.5™. The data schema upgrade process optimizations include the following improvements:
Optimized database index creation during upgrade
Optimized synchronization process to detect duplicate rules during the application import process
A new upgrade setting for Pega Cloud® Services operators that reduces the time to upgrade clients that run large Pega applications, such as the CRM Suite
Case archiving enhancements in Pega Cloud Services
To provide a more complete archiving solution to Pega Cloud clients, we have introduced several enhancements to the archival functionality for your Pega Platform database. This includes support for your data retention policy to expunge (permanently delete) archived data from Pega Cloud File Storage.
Permanently delete case data with data retention policy
In previous versions, Pega Cloud clients could archive resolved cases and associated data from the Pega database to Pega Cloud File Storage after the cases have been resolved for a specified number of days with an archival policy. Now, clients can permanently delete archived data from Pega Cloud File Storage after the cases have been resolved for a specified number of days with a data retention policy.
Faster adoption with testing mode
Clients can now enable a testing mode and specify archival policies in minutes instead of days. Now you create and resolve cases, then run archiving process immediately to test the functionality within minutes.
Easier adoptions with enhanced monitoring capabilities
With the addition of the Log-ArchivalSummary class and its associated log files, clients can monitor their archival jobs in a single view. We have also improved logging for archival jobs, offering you greater insight into the success of your archival process.
The latest Pega Cloud infrastructure update includes Java JDK (JDK 89u181), which contains improvements to LDAP support. This Java JDK enhancement can prevent insecure logins by verifying that the hostname specified in the LDAP URL matches the hostname that you specified in the Trust store certificate in the JNDI Binding Parameters section of the Authentication Service rule. An LDAP Authentication Service can no longer resolve using IP addresses.
This is a one-time fix and does not affect Pega Cloud clients with security-compliant LDAP settings and certificates.
Required client workaround
For clients that previously configured LDAP in their applications running in a Pega Cloud environment using IP addresses, after Pega Cloud Services notifies you that the update is complete, you must edit your LDAP Authentication Service rule form Directory field to use the URL value of the domain name or a machine within the domain that matches the URL used by the SSL certificate in the Trust store.
For example, if your SSL certificate uses the test.abc.com machine name, enter ldaps://test.abc.com:[portNumber] inthe Authentication Service Directory field.
Enter the machine or domain name in the Directory field
Create, Save As, and Specialization forms
Valid from Pega Version 7.1.4
The familiar “New” and “Save As” forms have been streamlined to make record creation faster and more intuitive. You can easily target a specific layer in your application stack, interactively define the record’s configuration and select only those circumstance definitions that make sense for your use case.
While the underlying behavior for creating a record is not new for this release, the redesigned UI of these forms and new defaulting strategy for fields is worth noting:
To launch these forms, use one of the new options found in the action area of the form header:
Note that not all record types support the ability to specialize by circumstance.