Additional Details Panel
The additional details panel is an overlay panel, displayed over the right of the ATS kanban, and displays additional information about the candidate (Contact), application (seven20__Application__c) and, where applicable, the placement (seven20__Placement__c). It can be toggled open by clicking on the Show Additional Details button in the top right of the ATS kanban.
The additional details panel toggle button.
If sufficient screen space is available, the panel will not overlay any of the kanban columns, and instead be positioned to the right of the kanban.
For the panel to display any meaningful contents, a single application card must be selected, if no, or more than one card, is selected the panel will display an empty state message indicating this.
At the top of the panel is a header section, which includes a static header, and a button to trigger a repeatable stage transition, if the currently selected application is in a repeatable stage.
Below the header is a tabbed section, which contains a tab for record details and a tab for activity.
The additional details panel does not currently support custom embedded flow tabs.
Details tab
This section is broken down into several accordion sections, which contain information about the candidate, application and placement.
The fields displayed here are fully customisable, being controlled via field sets on the relevant object. For the candidate fields, this is controlled via a Seven20 Configuration setting record with the developer name ATS_Details_Panel_Candidate_Fieldset.
For the application and placement fields, the field set to be used can be controlled on a record type, by record type basis, utilising the record type configuration metadata as follows:
| Object | Customisation Name |
|---|---|
| seven20__Application__c | ATS Details Panel Fieldset |
| seven20__Placement__c | ATS Details Panel Fieldset |
If no field set is defined, the compact layout for that object is used instead.
If an application has multiple placements, the most recent is shown.
Each object accordion header also includes a button to open the record in a new tab. The candidate accordion also includes a button to open the candidate's CV in a new tab.
| Icon | Action |
|---|---|
| Open CV | |
| Open Record |
Custom Activity Timeline
The Seven20 custom activity timeline is included within the additional details panel and provides access to activity-related quick actions and the timeline itself, including related Contact activities. On the email tab, templates against the Application object can be selected and the ATS Application Template Context can be used to foreground specific templates.
Generative email
The email action also supports the use of generative email content by configuring a custom action with the Process value Email Template Generation: ATS Applications. The record Ids for the following objects are available as inputs for the generic generative email template flows:
| Variable Name | Object |
|---|---|
| whatId | Application |
| whoId | Contact |