Single Actions
The single actions appear as quick actions in the top-right of the detail panel when a single member is selected and open out as modals when clicked.
Standard actions
There are several packaged actions that can be performed on individual hotlist members - these actions can be configured using the custom actions configuration, allowing things such as label, icon, order and visibility to be configured as required.
| Action | Configuration Metadata | Custom Label | Description |
|---|---|---|---|
| Add to Hotlist | Hotlist_Split_Single_Add_to_Hotlist | Add_To_Hotlist_Action | Adds the member to a different selected Hotlist |
| Submit to Job | Hotlist_Split_Single_Submit_To_Job | Submit_To_Job_Action | Creates an application for the member against a selected Job, the application is created at the default stage for its record type. If a CV submission email is sent, the stage is transitioned to the Submitted stage for the record type. Supports lookup customisation. |
| Update Member Status | Hotlist_Split_Single_Update_Status | Update_List_Member_Status_Action | Update the status on the Hotlist Member record; status colours are configurable |
When using the Submit to Job action, fields on the application can be populated by the user if a field set has been configured. Field sets can be configured for each application record type by using record type customisation metadata records with the values:
| Object | Customisation Name |
|---|---|
| seven20__Application__c | Add Candidate To Job |
Custom actions
Custom flow modal actions can be configured to appear as buttons in the top right of the screen to the left of the standard actions. The below packaged flow can be used as a template:
| Detail | Value |
|---|---|
| Templated Flow | seven20_Hotlist_Member_Split_View_Individual_Template |
The following input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| hotlistId | Id | Id of the current hotlist record |
| hotlistMemberId | Id | Id of the current hotlist member record |
| contactId | Id | Id of the current contact record |
Creating your flow from the template flow is advised as this will ensure the correct input variables are defined
Next, configure the custom action as specified:
| Detail | Value |
|---|---|
| Process | Hotlist Split View - Single |
| Component Name | The API name of your flow |
Don't forget to follow the standard flow modal action configuration steps