Configuring the Post to Pulse shape

You can configure the Post to Pulse shape after it is added to a flow. By customizing the default functionality that the shape provides, you can send different messages to the social activity stream for a case.

1. Double-click the Post to Pulse shape in a flow, or click a step in Case Designer that uses the Post to Pulse shape.

2. Identify the user who is responsible for the post.

   To create a post for the user who is currently processing the case:

   In the User posting list, select Current operator.

   To create a post for another user:

   1. In the User posting list, select Other.

   2. Press the Down Arrow key in the autocomplete field that is displayed and select a user ID.

3. In the Message field, enter text for the post.

4. In the Audit note field, press the Down Arrow key and select the name of a field value that is added to the history, or audit trail, of the case when the Post to Pulse shape is processed.

5. Click Save.

At run time, a post is added to Pulse that other users can view or respond to.

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