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Posting a message in Pulse

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Updated on January 14, 2022

Post a message in Pulse to share information, for example, the status of a case, or to ask a question in a conversation thread. By posting your message in the correct context, you control who can receive notifications, view your messages, and post replies.

For example, users who are preparing a presentation for a customer can exchange ideas in a Pulse conversation, which helps keep the discussion within the context of a single user story.

Before you begin: The option to post a task in Pulse is available only in the global Pulse feed and spaces. To enable posting a task in a particular context, configure the feed gadget. For more information, see Enabling users to post messages in the activity feed.
  1. Choose the context for your message, based on your target audience and message content:
    ChoicesActions
    Application developers and stakeholdersIn the header of App Studio, click the Toggle Developer collaboration icon.
    Case followers and participants
    1. Open a case by searching for it or by reviewing the worklists and work queues on your dashboard.
    Members of a team
    1. In the navigation pane of the Case Manager portal, click My Teams.
    2. Click the name of the team to which you want to address your message.
    A specific user
    1. In the navigation pane of the Case Manager portal, click My Teams.
    2. Click a team name.
    3. In the Members section, click Edit Members.
    4. In the My team list, click the name of the user to whom you want to address your message.
  2. Add a message:
    • To add a message for all users within this context, click PostPost.
    • To add a message for specific users within this context, click PostPrivate post, press the Down arrow key, and then select the message recipients.Note: All the users involved in a private conversation can add more users to the conversation by referencing them, but only the owner can remove users from the conversation.Note: Only standard Pega Platform applications support sending private Pulse messages. In applications based on Cosmos React, you can send only public messages.
    • To create and assign a task in Pulse, click PostTask.

      For more information, see Creating a task in Pulse.

  3. Click Start a conversation, and then enter your message text.
  4. Optional: Enhance your message by controlling its presentation and the information that supports it:
    ChoicesActions
    Personalize the look and feel of your message
    1. Click the View formatting help icon.
    2. Apply a syntax from the Style, Lists, or Headings section to the relevant text in your message.For example: You can apply the bold style and italics to emphasize key information, and use headings and lists to better organize the message, as in the following figure:
      Pulse message with formatting
      Pulse message containing several sentences, which uses the bold formatting, a heading, a list, and italics
    Add links
    1. Click the View formatting help icon.
    2. Apply a syntax from the Images or Links section to the URL in your message text.For example: To add a link to the main page of the English Wikipedia, enter [Wikipedia - The Free Encyclopedia](https://en.wikipedia.org).
      Pulse message with a link
      A Pulse message with a link to a Wikipedia article
    Provide additional information by adding an attachment
    1. Click the Add attachment icon.
    2. Upload a file from your local system or an external location.Result: The system associates the attachment with your message and the context in which you post the message, for example, a case.
      Attachments embedded in a Pulse message
      A Pulse message with three image thumbnails at the bottom
    Reference a user, space, document, or caseNote: Only standard Pega Platform applications fully support this feature. Applications that you build on Cosmos React support referencing only users.
    1. Place your cursor in the message text, and then enter @.
    2. Select whether you want to reference a user, space, document, or case.
    3. Type one or more characters to narrow the list of results, and then select a value.Result: Individual users and users of the spaces that you reference receive notifications about your message, based on their notification settings. Documents and cases that you reference become links in your message.
      Referencing a user and a document in a Pulse message
      A Pulse message with a user reference and a document reference highlighted
    4. Optional: To help users create messages more quickly, limit the list of cases that they can reference in a message. For more information, see Restricting case references in Pulse.
    Add tags to your messageNote: Only standard Pega Platform applications fully support this feature. In applications that you build on Cosmos React, you can also create tags, but clicking a tag does not open a Tags landing page.
    1. Place the cursor in your message text, and then enter #.
    2. Type one or more characters, and then select a tag from the list of matching results.Result: If there are no matches, the application creates a new tag from the text that you enter.
    3. Optional: To add another tag, enter a blank space, and then repeat step 4.b.For example:
      Multiple tags in a Pulse message
      A Pulse message with multiple tags highlighted
  5. Click Post.
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