Actions
The table view has actions that can be carried out on one or more selected members. They appear in the top right like quick actions on a standard list view.
Standard actions
There are several packaged actions that can be performed en masse on hotlist members from the table view - 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 |
|---|---|---|---|
| Remove From Hotlist | Hotlist_Table_Remove_From_Hotlist | Remove_From_Hotlist | Removes selected members from the hotlist |
| Hotlist_Table_Email | Email_Action | Send emails; templates against the Hotlist object can be selected; uses the Mass Hotlist Member email Template Context; supports generative email | |
| Add to Job | Hotlist_Table_Add_ToJob | Add_To_Job_Action | Creates an application for the selected members against a selected Job, the application is created at the default stage for its record type Job. Supports lookup customisation. |
| Add to Hotlist | Hotlist_Table_Add_To_Hotlist | Add_To_Hotlist_Action | Adds the selected members to a different Hotlist |
| New Task | Hotlist_Table_New_Task | New_Task | Creates a task against each on the hotlist members |
| Speculative CV | Hotlist_Table_Speculative_CV | Speculative_CV_Action | Send speculative CVs to the selected client contacts. Only visible if the hotlist is a Client Contact type |
| Update Member Status | Hotlist_Table_Update_Member_Status | Update_List_Member_Status_Action | Update the hotlist member records' status; status colours are configurable |
| Add New Member | Hotlist_Table_Add_New_Member | Add_New_Hotlist_Member | Allows adding a new contact to the current Hotlist. Will only display contacts who can be added to the Hotlist, based on type and not already being a member. Can be repeated to add multiple new members rapidly. |
The Email action supports the use of generative email content by configuring a custom action with the Process value Email Template Generation: Mass Hotlist Member.
The record Ids for the following objects are available as inputs for the generic generative email template flows:
| Variable Name | Object |
|---|---|
| whatId | Hotlist |
Standard action tasks
Upon completing a standard action, a task is created against the hotlist record to track the action. The following tasks are created for each action:
| Action | Type | Subject | Description |
|---|---|---|---|
| Sent email subject | Number of members action was performed on | ||
| Add to Job | Add To Job | Number of members action was performed on | |
| Add to Hotlist | Add To Hotlist | Number of members action was performed on | |
| Speculative CV | Speculative CV | Number of members action was performed on | |
| Update Member Status | Update Member Status | Number of members action was performed on |
These tasks all have the seven20__Auto_Created_Task__c field set to TRUE and an Activity Date of today
Custom actions
Custom flow modal actions can be configured to appear as buttons to the left of the standard actions. The below packaged flow can be used as a template:
| Detail | Value |
|---|---|
| Templated Flow | Hotlist_Member_Custom_Mass_Action_Template |
The following input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| hotlistId | Id | Id of the current hotlist record |
| selectedMembers | seven20__List_Member__c collection | The selected members, with Id and seven20__Contact__c fields populated |
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 Table View - Mass |
| Component Name | The API name of your flow |
Don't forget to follow the standard flow modal action configuration steps