Client Submissions in Your Workflow

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, please view this article.

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