Single Actions
The single actions appear as quick actions in the top-right of the Contact detail panel.
Standard actions
There are actions packaged as standard:
| Button Label | Action Performed |
|---|---|
| Add to Hotlist | Adds the Contact to a selected Hotlist |
| Submit to Job | Creates an Application for the Contact record against a selected Job; the Application is created at the default stage for its record type. If a CV submission email is sent, the stage is transitioned to the Submitted stage for the record type. Supports lookup customisation. |
When using the Submit to Job action, fields on the application can be populated by the user if a field set has been configured. Field sets can be configured for each Application record type by using record type customisation metadata records with the values:
| Object | Customisation Name |
|---|---|
| seven20__Application__c | Add Candidate To Job |
Custom actions
Custom flow actions can be configured to appear as buttons in the top right of the screen to the left of the standard actions. The below packaged flow can be used as a template:
| Detail | Value |
|---|---|
| Templated Flow | seven20_Search_Split_View_Individual_Template |
The following flow input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| contactId | Id | Id of the selected Contact record |
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 - Single |
| Component Name | The API name of your flow |
Don't forget to follow the standard flow modal action configuration steps