Interviews in Your Workflow
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.