Interviews 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.
Using interviews in your workflow allows you to capture the total number of interviews associated with your records. To view a list of all workflow customization options, see the article Understanding Workflow System Settings.
Interviews
Including [Interview] in your workflow system settings will add an icon on your records that is triggered upon adding an interview against a record.
Notes:
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When an interview is added, use the Schedule Next Action field to Add Appointment.
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The appointment created must have a Type of Interview for the icon to light up.
[Interview] is available for the following entities using the listed system setting:
- Candidates: candidateWorkFlowSteps
- Companies: clientCorporationWorkFlowSteps
- Contacts: clientContactWorkFlowSteps
- Jobs: jobPostingWorkFlowSteps
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In System Settings |
On Records |
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Troubleshooting
If the Interview Workflow Icon is not Triggering / Lighting Up:
There are a few reasons why the Interview workflow might not light up.
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The interview must include a Contact, Candidate, and Job reference for the icon to light up.
- After you select the Interview workflow icon to add an interview, ensure that the Schedule Next Action field is set to Add Appointment.
- The appointment must have a Type of Interview for the workflow icon to light up.