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Adding a Post to Pulse step

Suggest edit Updated on February 6, 2019

Objective

Learn how to add messages to the social activity stream of a case in App Studio by using the Post to Pulse step. By posting information as it becomes available, you can inform case workers and provide a visible discussion thread for stakeholders.

This task takes approximately 5 minutes to complete.

Procedure

  1. In the navigation panel, click Case types,and then click the name of a case type.
  2. On the Workflow tab, click Life cycle if Optional actions is selected.
  3. Hover over a process in a stage and click +Step.
  4. In the palette that is displayed, click More, and then click Automations to display a list of step types.
  5. Click Post to Pulse, and then click Select to add the step to the life cycle.
  6. Identify the user who is responsible for the post:
    • To create a post for the user who is currently processing the case, select Current operator from the User posting list.
    • To create a post for another user:
      1. In the User posting list, select Other.
      2. In the list that is displayed, select a user ID.
  7. In the Message field, enter the text for the post.
  8. Click Save.

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