Client Submissions in Your Workflow

Some or all functionality described in this article is currently unavailable. We are working to restore it. For details, see Known System Limitations.

Including client submissions (also known as sendouts) in your workflow allows you to capture the total number of client submissions on your records. To view a list of all workflow customization options, see Workflow System Settings.

Client Submissions

Including [Sendout] in your workflow system settings will add an icon on your records that is triggered upon adding a client submission against a record.

[Sendout] is available for the following entities:

  • Candidates - Using the candidateWorkFlowSteps system setting.
  • Companies - Using the clientCorporationWorkFlowSteps system setting.
  • Contacts - Using the clientContactWorkFlowSteps system setting.
  • Jobs - Using the jobPostingWorkFlowSteps system setting.

In System Settings

On Records