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 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 Client Contacts. Only present if the search filters include the Client Contact record type. |
| 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 alongside the standard actions. The below packaged flow can be used as a template:
| Detail | Value |
|---|---|
| Templated Flow | seven20_Contact_Search_Mass_Action_Template |
The following flow input variables are required:
| Variable Name | Type | Description |
|---|---|---|
| contacts | Text collection | Contains the Ids of all selected contact records |
tip
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 - 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