Mass Actions
When one or more results are selected, it is possible to perform mass actions against all selected Contacts; these mass actions are available via the dropdown chevron at the top right of the results list.
Mass actions are shared between Match Split and Table view
Standard actions
There are several packaged actions that can be performed en masse on Match results.
| Button Label | Action Performed |
|---|---|
| Sends an email to all selected Contact records. Email templates with Contact as the related entity will be available for selection | |
| Add to Hotlist | Adds the selected Contact records to a selected Hotlist |
| Add to Job | Creates an Application for the selected Contact record against a selected Job; the Application is created at the default stage for its record type. Supports lookup customisation. |
Custom actions
Custom flow modal actions can be configured to appear in the dropdown alongside the standard actions. The below packaged flow can be used as a template:
| Detail | Value |
|---|---|
| Templated Flow | seven20_Match_Candidates_Mass_Action_Template |
The following flow input variables are available:
| Variable Name | Type | Description |
|---|---|---|
| contactIds | Text collection | All the selected Contact Ids (Required) |
| jobId | Id | The Id of the Job the selected Contacts have been matched against (Optional) |
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 | Job Match - Mass |
| Component Name | The API name of your flow |
Don't forget to follow the standard flow modal action configuration steps