Workflow component

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Introduction

The workflow component can be used to manage the applicant tracking process. It allows you to show a list of job applications. There are two possible view modes; table view and tiles view. 

Per job application, the end user has the option to initiate a workflow step. The end user also has the ability to select multiple job applications and initiate a group step. 

Two default filters are active when the end user opens the workflow tab:

  1. Job application is active
  2. Contact filter is prefilled with the contact record of the current user. 

Ad 1) Job application is active

Workflow component will only show active job applications. A job application is active if the workflow status of the job application has the "Is active" checkbox set to true. 

Ad 2) Contact filter is prefilled with the contact record of the current user. 

Contact filter is a special filter. When you select a contact in the filter, all job applications linked to the selected contact will be shown. A job application is linked to a contact record if:

  1. The job that is linked to the job application has the contact record added to the Recruiter field
  2. The job that is linked to the job application has the contact record added to the Hiring manager field
  3. The job that is linked to the job application has the contact record added to the Sales consultant field
  4. The job that is linked to the job application has the contact record added any custom field on job that is a lookup field against the contact object
  5. The campus event of the job application has the contact record added to the Recruiter field
  6. The campus event of the job application has the contact record added any custom field on job that is a lookup field against the contact object

The workflow component also has a "Browse" mode. This mode allows the end user to browse through the selected job applications. 

The admin has the possibility to change the fields shown in the table. 

The admin also has the possibility to configure which filters are shown.

Where can this component be used?

Workflow tab

Workflow_tab.png

Job record detail page

WorkflowInJob.png

Account record detail

WorkflowInAccount.png

Contact record detail

WorkflowInContact.png

 

How to configure the component

1. Configure the component using the app builder

When you drag the component to the page layout, you can use the configuration panel of the app builder to configure the component. This allows you to configure the following items:

Header
The header shown above the component.  

Header type
There are two possible ways to show the header: 
- section header style
- page header style

Pagination page size
You can specify the number of records shown per page

sObject fields
You can configure the columns you want to show in the table by specifying the field API names. You are also allowed to show parent fields. (example format to show the account of the job: Position__r.Account__c )

sObject field sets
Alternative to specifying field API names, you can also use the API name of a fieldset. All fields added to the fieldset will be shown als columns in the table. 

Show only active records
By default only active job applications are shown. But you can also opt to show non-active records. 

Filters
You have the ability to filter the elements shown on the page. 

For the Job record detail page, the right filter is:
Position__c EQ ('{recordId}')

For the Account record detail page, the right filter is:
Position__r.Account__c EQ ('{recordId}')

For the Contact record detail page of the hiringmanager, the right filter is:
Position__r.Hiringmanager__c EQ ('{recordId}')

Filters logic
You can also add multiple filters. For example the recruiter of the job must be equal to the contact record or the hiringmanager must be equal to the contact record. 
In this case you should specify the following two filters (comma separated):
Position__r.Hiringmanager__c EQ ('{recordId}'),Position__r.Hiringmanager__c EQ ('{recordId}')
The filters logic should then contain the logic between the two filters:
{A} OR {B}

Order by
You can configure the ordering of the records. 

Show filters or not
You can choose to show the filter options or to hide them.

Fieldset used for filters
You can choose which filters you want to show above the table. You can do this by creating a fieldset on the job application object and add the fields you want to allow filtering on to this fieldset. Then add the API name of the fieldset to this setting. 

More information about filters component can be found in this article

Allow users to change view mode
You can allow the end users to change the way the job applications are shown. Possible values are:
- Table view
- Tiles view

Default view mode
You can change the default way the job applications are shown. Possible values are:
- Table view
- Tiles view

Maximum numbers of fields in tile view
You can specify the number of fields shown per tile in the tile view mode. 

 

2. Configure the component for the workflow tab

It is not possible to use the app builder for configuration of the workflow tab. Instead we allow two possible configurations for this instance of the workflow component:

- Columns shown in the table
- Filters shown 

This can be done using fieldsets on the job application object:
- Columns shown: workflowTab fieldset 
- Filters shown: DataServiceFilters

 

3. Configure the logic of the workflow

Configuration of the workflow logic is the same as in the classic application. 

 

 

 

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