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Split View

Split view is the default view for Match and displays a list of results on the left-hand side and record details in the right-hand side panel.

Single result​

Similarly to Search, a single Contact result can be viewed by clicking on the area around its field values in the left-hand side results list. This will update the right-hand panel to show a detail page which allows the user to view the record and any attached CVs, as well as to perform actions on the record. The detail page also includes the Codes component and a New Activity Panel with tabs for sending emails, creating tasks/events, and logging calls. Job lookups associated with activities support lookup customisation.

tip

By default the fields displayed in the Contact header are defined by the system default compact layout. These fields can be updated by making new compact layouts and assigning them to the relevant record type.

The detail page also includes a tab displaying related record lists. These lists and any displayed fields are derived from the page layout for the Candidate record type, which includes the ability to sort records. However, the buttons as found in the page layout related list are excluded.

Each list only shows 10 records for each object. Navigating to the full list of related records is possible via either the hyperlinked list name or the 'View All' link at the bottom of the list.

Multiple results​

Multiple results can be selected to allow mass actions to be performed on them. They can be selected/deselected one at a time using the checkboxes against individual results, or all items can be mass selected/deselected using the checkbox in the result list header next to the sort field label. Additionally, multiple in a range can be selected by holding the shift key and clicking the first and last items in the range. It is still possible to browse individual results in the right-hand panel whilst maintaining any selections.

tip

By default only 100 results can be selected at a time using the mass selection checkbox. This is controlled using the same Search_Mass_Actions_Candidate_Limit configuration metadata as for the Search split view.

Sorting​

The results panel can be sorted to aid management of the results. The sort field can be changed by clicking the name of the current sort field at the top of the results list in the left-hand panel. The sort direction can then be toggled using the arrow to the right of the sort field name.

The default available sorting options are:

  • Created Date
  • Full Name
  • Title
  • Email
  • Last Activity
  • Match Score)
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When results have a Match Score it becomes the default sorting option.