The easiest way to create a new Job is by use of the "Job wizard", a tool that indicates the fields that need to be filled for creation of a new Job. An example of how this wizard could look like, is given below.
Note: please notice that the Job wizard and the Job page layout need to be configured separately!
The layout of the "Job wizard" can be adjusted to the preferences of the organisation. Other fields that can be shown on the "Job wizard" and are important for creation of a job are "Job description", "Job requirements" and "Compensation & benefits". Adjustment of the fields in this wizard can be done in the application settings and will be explained below.
The fields that need to be filled are:
Job wizard: page layout
This field determines the layout of the "Job wizard", which implies that it determines the fields that are shown on the page. In the example, the layout consists of four fieldsets (postion details, people involved, job description and media channels), all containing their own fields. Next to that, there is a section on pre-screening questions in this "Job wizard". To make or adjust fieldsets, go to "Setup" --> "Build" --> "Create" --> "Objects" and search for the Job-object. That object contains a section on fieldsets, where adjustments or new fieldsets can be made.
Before changing the field sets in the job wizard it is advised to make a copy of the current setup, as a fallback if the change isn't desirable.
Note: Each fieldset or section needs to be placed on a new line in this field.
It's important to enter a (new) section, with a field set, on a new line like this:
The three different parts of this sentence, with a Job field set, are (the bold text needs to be taken over in its entirety):
- API name of the Job field set
- .header directly followed by the number of the header
To make or adjust field sets, go to "Setup" --> "Build" --> "Create" --> "Objects" and search for the Job-object. That object contains a section on field sets, where adjustments or new field sets can be made.
The three parts of this sentence, with Hard Criteria, are (the bold text needs to be taken over in its entirety):
criteria(Hard criteria 1,Hard Criteria 2).header8
- In brackets, specify which hard criteria you want to show
- .header directly followed by the number of the label
Job record type(s) and assigned page layout
If a section has to apply for a page layout for a specific Job record type(s), you need to include the following - italic - part in the sentence:
fieldset[Job Recordtype A, Job Record type B*].cxsrec__Wizard_position_details.header3
criteria[Job Recordtype A, Job Record type B*](Hard criteria 1,Hard Criteria 2).header8
*If these field set applies for more record types you have to separate them by a comma.
Mandatory fields and criteria
Click here for information about how to make fields required.
Click here for information about how to make Hard Criteria mandatory
This settings configures whether it is possible to choose the department or customer the job belongs to during creation in the "Job wizard". When selected, the "Job wizard" will automatically fill the field "Company information" of the job with the text that is provided in "Company description" in the file of the selected department or customer.
Sort departments/customers hierarchically?
By checking this checkbox, the application will sort the departments and customers in the "Job wizard" hierarchically. This implies that organisations will have their departments right below them. In this way, all accounts related to one organisation will be grouped together. If this setting is not checked, the departments and customers will be sorted alphabetically.