Inform case workers about updates to a case and provide a visible discussion
thread for stakeholders by posting Pulse messages to a case. By posting messages, you provide
additional relevant information that enriches case processing and helps you move your cases
faster towards resolution.
For example, when reviewing a job candidate, you can
post a message that informs other involved stakeholders about the result of the recruitment
Add the Post to Pulse shape to the life cycle of your case:
In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
In the process where you want to post Pulse messages, click Step MoreAutomationsPost to Pulse.
Optional: To provide a unique name for the step, in the Post to Pulse
field, enter a value.For example: Enter Inform about results.
In the Step properties pane, identify the user who is responsible
for the post:
To create a post for the user who currently processes the case, in the
User posting list, select Current
To create a post for another user, in the User posting
list, select Other, and then select the ID of the user to post
In the Message field, enter the text for the post.For example: Enter The candidate has been approved for the
Optional: To provide more information for auditing purposes, in the Audit
note field, enter additional text.For example: Enter The recruitment process is completed.
For example: The following figure shows a message in the Pulse section for a case related to
reviewing a job candidate: