Adding a feed source for the activity feed

Users can view an activity feed that aggregates all their important Pulse messages such as replies to their messages, messages on cases that they are following, messages in which they are referenced, profile messages, bookmarked messages, and application messages. This activity feed is displayed in the Case Manager and Case Worker portals when users click the Pulse menu option. You can include messages from an internal or external data source in the activity feed in a context, for example, messages that are posted on a user's team.

  1. Include the pxFeed section within the section or harness in which you want to display the activity feed.
    Tip: You can also override the pyPulseWrapper section to add feed sources for the activity feed that users see when they click the Pulse menu option in the Case Manager and Case Worker portals. This section includes the pxFeed section by default.
  2. Configure the pxFeed section to add a new feed source:
    1. On the Design tab of the section or harness in which you want to display the activity feed, click the pxFeed section.
    2. Click the Gear icon to open the Layout Properties panel.
    3. On the Parameters tab, click Add feed source under Configure feed source.
    4. In the Feed name field, enter a description for the new feed.
    5. In the Data page field, enter a data page that is used to retrieve the messages for the feed.
    6. Enter the values for the data page parameters, if any. For example, if you are using the D_pxPostRepliesFeed data page to retrieve replies to a user's messages, you must enter the value pxRequestor.pyUserIdentifier for the UserID parameter. The system uses this value to fetch replies to the messages of the logged-in user.
    7. Configure the display of each message from the feed source:
      1. In the Icon field, select the type of icon that you want to display in the message. Select User to display a user's profile image, Icon class to display an icon that is provided by the system, and Image to display an image from the Image Catalog.
      2. Select a profile image, icon, or image to display in the message:
        • If you selected User in the Icon field, enter a property in the User reference field to reference the user whose profile image you want to display. Enter .pyUser to display the profile image of the user who posted the message.
        • If you selected Icon class in the Icon field, click the Open the icon class picker icon next to the Icon class field to select an icon from the system.
        • If you selected Image in the Icon field, click the Show image viewer icon next to the Image reference field to select an image from the Image Catalog.
      3. In the Title field, select a display format for the title of the message.
      4. Enter a property or section that the system references to display the title of the message:
        • If you selected Property in the Title field, enter a custom property in the Property reference field.
        • If you selected Section in the Title field, enter a custom section in the Section reference field.
      5. In the Time field, enter the property that retrieves the time at which the message is posted, for example, .pxUpdateDateTime.
      6. In the Message type field, select a display format for the message. Select Message for plain text and Section for a custom section.
      7. Enter a property or section that the system references to display the message:
        • If you selected Message in the Message type field, enter a custom property in the Property reference field.
        • If you selected Section in the Message type field, enter a custom section in the Section reference field.
    8. Click Done.
    9. Click Submit.
  3. Click Save.