Candidate wizard: Configuration

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It is also possible that an organisation is already in the possession of a pool of candidates or receives a CV from a candidate that had email contact with a user. They might want to insert this specific candidate data in the application. The best way to do that, is by the use of the "Candidate wizard". The "Candidate Wizard" is a tool that helps with inserting a candidate file in the database. 



Application settings

The layout of the "Candidate wizard" can be adjusted to the preferences of the organisation. Adjustment of the layout can be done in the "Application settings". 



Candidate wizard: page layout

This field determines the layout of the "Candidate wizard", which implies that it determines the fields that are shown on the page. In the example, the layout consists of three sections of which two with Candidate field sets, both containing their own fields:
- basic candidate data
- contact details
Next to that, there is a third section:
- hard criteria

Each section needs to be placed on a new line in this field, to create a new block.

 

Field sets

It's important to enter a (new) section, with a field set, on a new line like this:

fieldset.cxsrec__Wizard_contact_fields.header3

The three different parts of this sentence, with a Candidate field set, are (the bold text needs to be taken over in its entirety):

- fieldset.
- API name of the Candidate 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 Candidate-object. That object contains a section on field sets, where adjustments or new field sets can be made.

 

Hard Criteria

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

- criteria
- In brackets, specify which hard criteria you want to show
- .header directly followed by the number of the header

 

Candidate record type(s) and assigned page layout

If a section has to apply for a page layout for a specific Candidate record type(s), you need to include the following - italic - part in the sentence:


fieldset[Candidate Recordtype A, Candidate Record type B*].cxsrec__Wizard_contact_fields.header3

criteria[Candidate Recordtype A, Candidate 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

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