Job application wizard

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Introduction

The job application wizard is a component that can be used to create a new job application for an existing job and an existing candidate. 

Depending on the recordtype a different set of field can be shown. 

It allows the user to add an existing CV to the job application or upload a new one. 

It is used both in the Lighning application and in the Lightning for gmail component. 

 

Where can this component be used?

- Job applications tab

 

- Job record detail

job_application_wizard_2.JPG

- Candidate record detail

job_application_wizard_1.JPG

- Campus event record

How to configure the component

Initial setup

It is important that the default record type selection page of Salesforce will be skipped. Otherwise two record type selection steps will be shown and only the second one will have effect. The setting can be found in Setup > Object Manager > Job application > Buttons, Links, and Actions > New > Edit.

To make use of the new Lightning component, "Lightning Experience Override" needs to be selected. Choose the Lightning component "cxsrec:EasyCreateJobApplication". 

Specifying the sections and fields shown

As an admin you can specify the sections and fields shown per recordtype. You can do that in the Connexys resource manager setup page. Open the application settings menu and choose "All settings". 

Next chose the "Job application wizard" option. 

job_app_setup_1.JPGThe job application wizard: page layout setting will allow you to specify sections and fields that are shown. 

For Lightning please make sure that one of these fieldsets will contain the candidate field. Otherwise you will see the error message as shown below. 

2_candidate.JPG

The candidate field can be added by creating a new fieldset and add the following line in the "Job application wizard: page layout"

fieldset.Candidate.Candidate

After that, switch back to the Classic interface, because fieldset can't be added yet in the Lightning setup. Go to Setup > Build > Create > Objects > Job application (Managed). Click "New" on Custom Fields & Relationships and create a new Lookup Relationship field for the Candidate. 

application_setting_fieldset_2.JPG

 

application_setting_fieldset_3.JPG

That's how the basic configuration should be for the Job application wizard. 

 

 

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