Utility Bar Parser
The utility bar parser is a popout parser which can be added to any lightning app utility bar. It allows users to parse CVs from the utility bar on any page.
Setup
The parser can be added to the utility bar by adding the CVParserUtilityItem component to the Utility Bar in a Lightning App. This can be configured through the App Manager using the Utility Items tab. It uses the standard utility bar configuration properties.
Duplicate checking
The parser supports duplicate checking against the Contact object. This takes the parsed CV contact record values and runs them through any duplicate rules that are present within the org. If a duplicate is found, a warning is presented to the user at the top of the modal and the user can review the matched duplicates and choose to continue or cancel the parsing process. The duplicate checking process is not rerun when a user changes any of their field values.
The CV parser will not bypass any duplicate rules present.
Record type selection
A default record type can be configured with a Seven20 Configuration record with the developer name Default_Parser_Record_Type. If a default record type has been configured, the record type selection screen will be skipped. If no default record type has been configured, then the user will be prompted to select a record type from a list of available candidate record types.
If there's only a single candidate record type present, the record type selection screen will be skipped.
Fields
The parser will present the user with a screen containing the parsed CV values and a form to allow the user to edit any of the values before saving the record. The fields presented are based on the page layout of the selected record type. Any fields which were parsed from the CV will be auto populated. Any fields which are not on the page layout, or which the user does not have permissions for, are not visible and will not be set with any parsed values.
Codes
The CV parser can also match potential codes present within the org against parsed skills from the CV. To enable this functionality, a Seven20 Configuration record with the developer name of Cv_Parser_Add_Codes must be configured with one the follow values:
| Value | Description |
|---|---|
| Active | A screen is presented to the user with the matched codes, allowing them to add or remove codes as required |
| Enforced | Same as Active, however a user must add some codes to proceed, even if none were matched from the CV |
| Inactive | The codes screen will not be presented. The metadata record should also have Active set to false |
Try to use industry standard names for codes to increase the likelihood of successfully matching a parsed skill to a code.
The codes selected are derived from Daxtra's skills taxonomy and are matched based on the skill and it's aliases, which increases the likelihood of a match. Seven20 does not have any access or control over the taxonomy.