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.
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Mass actions are shared between Search Split and Table view
Standard actions
There are several packaged mass actions that can be performed:
| 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. |
| Speculative CV | Send speculative CVs to the selected contacts. This action is only present if the search filters include any record type other than Candidate, such as Client Contacts or Other contacts. |
| Mass Code | Assigns the chosen Codes to all selected Contact records, ignoring any duplicates |
Custom actions
Custom flow modal actions can be configured to appear in the dropdown alongside the standard actions. These should use the following settings:
| Detail | Value |
|---|---|
| Templated Flow | seven20_Contact_Search_Mass_Action_Template |
The following flow input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| contacts | Text collection | All the selected Contact Ids |
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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 | Contact Search Split View - 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