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
- Candidate record detail
- 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.
The 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 field sets will contain the candidate field. Otherwise you will see the error message as shown below.
The candidate field can be added by creating a new field set and add the following line in the "Job application wizard: page layout"
fieldset.Candidate.Candidate
Go to Setup > Platform tools > Objects & Fields > Object manager > Job application. Click on Custom Fields & Relationships > ''New'' and create a new Lookup Relationship field for the Candidate.
That's how the basic configuration should be for the Job application wizard.
We have made the job application wizard fully configurable (this was not the case for the hardcoded fields like 'media channel' and 'workflow status')
Two additional fields are added to cxsrec__Group_Create_Job_Applications fieldset: Workflow status, Media Channel
Additionally a new application setting is implemented:
Connexys Setup -> Application Settings -> All Settings -> Talentpools -> Set default field values for 'Apply to Job' form
This setting allows to hide 5 hardcoded fields which are used to create new Job applications.
If 'Set default field values for 'Apply to Job' form' field is empty 'Job application details' form works without changes
If 'Set default field values for 'Apply to Job' form' contains structure with default values only fields which are added to fieldset will be shown on 'Job application details' form and required fields will be populated with default values, whilst being hidden from the layout.
Default values structure example:
[{ "fieldName":"Media_channel__c",
"visibility":false,
"defaultValue":"Media channel ID" },
{ "fieldName":"Workflow_status__c",
"visibility":false,
"defaultValue":"Workflow status ID" },
{ "fieldName":"useLastCV",
"visibility":false,
"defaultValue":"true" },
{ "fieldName":"useLastLetter",
"visibility":false,
"defaultValue":"false" }]