Posting a message in Pulse
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.
- Choose the context for your message, based on your target audience and message
content:
Choices Actions Application developers and stakeholders In the header of App Studio, click the Toggle Developer collaboration icon. Case followers and participants - Open a case by searching for it or by reviewing the worklists and work queues on your dashboard.
Members of a team - In the navigation pane of the Case Manager portal, click My Teams.
- Click the name of the team to which you want to address your message.
A specific user - In the navigation pane of the Case Manager portal, click My Teams.
- Click a team name.
- In the Members section, click Edit Members.
- In the My team list, click the name of the user to whom you want to address your message.
- Add a message:
- To add a message for all users within this context, click .
- To add a message for specific users within this context, click , press the Down arrow key, and then select the message recipients.
- To create and assign a task in Pulse, click
For more information, see Creating a task in Pulse.
.
- Click Start a conversation, and then enter your message text.
- Optional: Enhance your message by controlling its presentation and the information that supports
it:
Choices Actions Personalize the look and feel of your message - Click the View formatting help icon.
- Apply a syntax from the Style, Lists, or Headings section to the relevant text in your message.
Add links - Click the View formatting help icon.
- Apply a syntax from the Images or Links section to the URL in your message text.
Provide additional information by adding an attachment - Click the Add attachment icon.
- Upload a file from your local system or an external location.
Reference a user, space, document, or case - Place your cursor in the message text, and then enter @.
- Select whether you want to reference a user, space, document, or case.
- Type one or more characters to narrow the list of results, and then select a value.
- 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 - Place the cursor in your message text, and then enter #.
- Type one or more characters, and then select a tag from the list of matching results.
- Optional: To add another tag, enter a blank space, and then repeat step 4.b.
- Click Post.
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