Record Codes
Seven20 includes the functionality to effectively "tag" records with codes. These codes can be used to categorise records and provide an easy visual way to see this information when viewing records. These codes are also utilised in the Search and Match functionality to allow for more granular candidate searching and matching. For a list of supported objects, see Assigning Codes.
Objects
The codes functionality is made up of two different objects, Code (seven20__Code__c) and Record Code (seven20__Record_Code__c), which share a one-to-many relationship from code to record code. The Code object defines the details of the code, such as the name and category, while the Record Code object is the actual instance of the code that is assigned to a record.
Code
Codes are the top-level object and define the details about the code. It has the following fields:
| Field Label | API Name | Type | Required | Description |
|---|---|---|---|---|
| Code Name | Name | Text(80) | Yes | The name of the code, as shown in the UI |
| Category | seven20__Category__c | Picklist | No | The category of the code, used to group related codes together. Can be customised, such as defining the category's pill colours in the UI |
| Assigned Objects | seven20__Assigned_Objects__c | Multi-Select Picklist | No | The objects that this code can be assigned to. If left blank, the code can be assigned to any object |
| Inactive | seven20__Inactive__c | Checkbox | No | If checked, the code will be marked as inactive and will not be available to be added to new records in the UI. Does not remove it from existing records, nor prevent it from being searched |
| Parent Code | seven20__Parent_Code__c | Lookup (Code) | No | Used to designate a Code as a 'child' of the Code populated in the lookup when using a multi-tier hierarchy |
The assigned objects field picklist options API names must match the API names of the objects in Salesforce.
Record code
Record Codes are a child object of Codes and are the actual instance of a Code that are assigned to a record. The object has the following fields:
| Field Label | API Name | Type | Required | Description |
|---|---|---|---|---|
| Code | seven20__Code__c | Lookup (seven20__Code__c) | Yes | The code that is being assigned to the record |
| Key | seven20__Key__c | Text(255) | Yes | A unique key made from the Code value, and the populated lookup value. It is used to prevent duplicate record codes from being created |
| Account | seven20__Account__c | Lookup (Account) | No | The account that the record code is being assigned to |
| Contact | seven20__Contact__c | Lookup (Contact) | No | The contact that the record code is being assigned to |
| Job | seven20__Job__c | Lookup (Job) | No | The job that the record code is being assigned to |
| Job Lead | seven20__Job_Lead__c | Lookup (Job Lead) | No | The job lead that the record code is being assigned to |
Only 1 lookup field, other than the Code lookup, can be populated on a record code.
Do not manually set or modify the key field.