Using Pulse to tag Work Party

Blueprint and App Design
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1

Hi,

In our application we create a “Sign-off manager” work party on the fly. By requirement this party will not log in to the Pega application, he will collaborate to the case using email replies, so I added the party using class Data-Party-Person.

However, I would like the case Owner party to use Pulse and tag (@) the Sign-off manager to start/continue the conversation.

Since I have the party information available like the email, I wonder if it’s possible to customize Pulse for this functionality? on a per work case basis.

Thanks for any thoughts on this,

-J Navas

2

@josenavas Type of entities that can be mentioned in pulse can be extended. So you can extend to support mentioning work party.

Following are the different steps to extend mentions category list

  1. Create a new class extending Pega-Ext-Mentions class
  2. Override ‘pyDefault’ DT in the new class and set the required properties

Following are the different properties need to be set in pyDefault

  • pyIconClass - class of the icon to be displayed for this category when user types @
  • pyLabel - Label of the category to be displayed
  • pyRank - Order in which the category to be displayed
  • pyValue - Value of the type which is used internally for indicating the category
  • pyMentionsHeader - Title to be shown while displaying corresponding list for mentioning
  • pyNoOfItemsForDisplay - Maximum number of items to be listed
  • pyIsDefaultMentionType - Flag to mark it is as default selection
  • pyHideMentions - Hide the mention category
  • pyHidePins - For hiding the category from getting displayed in Pins category list
  • pyNotificationName - Notification name that is used for sending the notifications for the mentioned item
  1. Override pyGetMentionsList activity. This is used for loading matched mentions list to be displayed.
  2. Override pyParseMentionedItem activity. This is used for validating the mentioned id and return the display text/link to be shown for posted text.

You can also refer Pega-Ext-Mentions-Users to see how user mentions are implemented for reference.

3

@VEERK thank you :slight_smile:

Just wondering, in this scenario that we have a Data-Party-Person with just the name and email is shared with the case. Sending a message with Pulse, even if I don’t mention the party (or tag the party), does he still receive the message? or we must need to mention the party so he can receive the message… I was taking an idea on how Pulse is configured in Pega MSP, when you add Additional Contacts, and they receive messages every time someone adds a comment to the case!

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@josenavas Yes, as you mentioned if pulse is configured to send notification to all contacts, adding the person as addition contact will suffice and need not mention him. I am not sure about the pulse configuration in Pega MSP, you can check pyAddPulsePost notification rule for the configuration .