Workflow Steps - extra fieldsets from Candidate and Job Application

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This article describes how to make extra fields form the Candidate and Job Application available for all Workflow Steps simultaneously.

 

I. Use

For all steps simultaneously, it is possible to add fields of the Candidate and/or Job Application. These will show in two sections when creating a Step.

The candidate fields are shown first, then those of the enrollment, and that of the step itself. 

The fields in this fieldsets are as "editable" shown, so in this way can be adjusted from a step bachelors and enrollment data.

Note. Only visible when creating a Step with one Candidate's Job Application [so not for multiple candidates]

 

 

II. Setup

 

1. Add fields to the fieldset

a. On the Candidate object

  1. Go to: Salesforce Setup > Create > Objects > Candidate
  2. Find fieldset "cxsrec__Step_extra_input_fields"
  3. Fill this with desired fields. 
    Note. a special field has been added: 
    "Candidate" -> Match Personality (personality component)

b. On the Job Application object

  1. Go to: Salesforce Setup > Create > Objects > Job Application
  2. Find fieldset "cxsrec__Step_extra_input_fields"
  3. Fill this with desired fields. 
    Note. a special field has been added: 
    "Jobapplication" -> Total Score (this shows the Job Requirements component)

 

2. Fill one/each added fields with the correct fieldsets

  1. Go to: Connexys Setup > Workflow-Steps > ...
  2. Click 'edit ' for a certain Workflow-Step

Fill one or both added fields:

  • Fill the "Candidate fieldset additional input" with "cxsrec__Step_extra_input_fields"
  • Fill the "Job application fieldset additional input" with "cxsrec__Step_extra_input_fields"

 

3. Add the fields to the Workflow Step Type lay-out

  1. Go to: Salesforce Setup > Create > Objects > Workflow Step > ...  
  2. Go to the section 'Page-Layouts'
  3. Find the "Workflow step type Layout.
  4. Click 'edit'

You can put two new fields on the layout:

  • "Candidate fieldset additional input"
  • "Job application fieldset additional input"
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