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Replying to a message in Pulse

Updated on May 11, 2022

You can reply to a message in Pulse to continue a conversation. For example, a project manager responds to a message in which one of the developers asks for clarifications about a task in the upcoming sprint.

When you reply to another user's reply, the application automatically adds the name of the user at the beginning of your comment.
  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. Find the relevant message in the Pulse conversation.
  3. Optional: To acknowledge the message without sending a reply, click the Like icon.
  4. Click Comment, and then enter your message text.
  5. 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 case
    Note: 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 message
    Note: 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 5.b.
      For example:
      Multiple tags in a Pulse message
      A Pulse message with multiple tags highlighted
  6. Click Post.
Result: Users receive notifications about your reply and any attachments that you provide, based on their notification preferences.

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