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Managing Pulse messages

Updated on May 11, 2022

Actively manage messages in Pulse so that you can quickly find relevant conversations or attachments.

Use the following techniques to manage your messages in Pulse:

Viewing your activity feed

You can view your activity feed to find Pulse messages that you post or bookmark, and messages that are related to you. By filtering information from an aggregate source, you can find a specific conversation without opening individual cases.

  1. In the navigation panel, click Pulse.
  2. Optional: To find a message more quickly, filter the results.
    1. Click the Filter icon.
    2. Clear the check box next to a type of message to exclude it from the results.
    3. Click Apply.
  3. Review the list of results to find your message.
  4. Optional: To continue the conversation for this message, click Comment.

Bookmarking a message in Pulse

You can bookmark a message in Pulse that you consider important, so that you can easily find the message later in your activity feed.

The following guidance applies to case messages, however, you can communicate in other contexts, such as a team or application. For more information, see Posting a message in Pulse.
  1. Open a case:
    • Search for the case.
    • Click on the case in the worklist or work queue on your dashboard.
  2. Hover over the message, and then click the Show more icon.
  3. Click Bookmark.

Removing a bookmark in Pulse

You can remove a bookmark in Pulse when a message is no longer relevant to you.

  1. In the navigation panel, click Pulse to open your activity feed.
  2. Click the Filter icon.
  3. Select the My bookmarked messages check box.
  4. Click Apply.
  5. Hover over a message, and then click the Show more icon.
  6. Click Remove Bookmark.

Following messages from a specific user

Follow users to view the posts that they make in your Pulse activity feed.

Before you begin: Ensure that your dashboard includes the Pulse activity feed widget. For more information, see Adding a widget.
  1. Open the user profile for the user that you want to follow.
    For example, you can open the profile of a team member by completing the following steps.
    1. Click My Teams.
    2. Click a team name.
    3. In the Members section, click the name of the user.
  2. Click Follow.
Result: Your user profile displays the users whom you follow and the users who are following you. An icon indicates whether a user is online.

Unfollowing messages from a specific user

Unfollow users so that you no longer see their posts in your Pulse activity feed.

Tip: If you have the user's profile open, you can quickly unfollow the user by clicking Following.
  1. From your Profile menu, select Profile.
  2. In the Following section, click See all.
  3. Click the Check box icon for each user that you want to unfollow.
  4. Click Submit.

Deleting a message in Pulse

You can delete a message in Pulse when it is no longer relevant to a conversation.

  1. Find the message in your activity feed.
  2. Hover over the message, and then click the Show more icon.
  3. Click Delete.

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Tags

Pega Platform 8.7 Case Management

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