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Statuses in Your Workflow

Including statuses in your workflow allows you to set a specified status as a workflow icon that will light up when your record is placed in that status.

To view a list of all workflow customization options, please view this article.

Statuses

Including [Status:___] in your workflow system settings will add an icon on your records that is triggered when a record is placed in a specified status, where ____ represents your defined status. (i.e. [Status:Offer Pending]).

  • Additional values represented by ____ need to be added to the corresponding entities Field Mappings within the Status value list.
  • If the record was once in the specified status but is not any longer, the workflow icon will remain lit up. For example, if your workflow icon triggers when a candidate is in a status of Interviewing and you move them from that status to a new one, the workflow icon for Interviewing will remain lit.

[Status:____] 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.
  • Leads - Using the leadWorkflowSteps system setting.
  • Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings

On Records