Actions
The table view has actions that can be carried out on one or more selected result(s). They appear in the top right, like quick actions on a standard list view.
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Mass actions are shared between Match Split and Table view
Standard actions
There are a number of packaged standard actions:
| 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 result 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 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) |
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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 |
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Don't forget to follow the standard flow modal action configuration steps