Closing Report Candidate Status Custom Logic
Enter a value into the Candidate Status field in the Job
Record Type Custom Metadata Types overrides the current candidate status behavior set on the Contact record when a Closing Report
is created.
- Click Setup > Custom Metadata Types.
- Next to Job Record Types, click Manage Records.
- Click the desired record type.
- For example, Consulting.
- Click Edit.
- Enter a value in the Candidate Status field. The custom logic is based on the following:
- Populated field: If this field is populated, this value will be used for the Candidate Status field on the Contact record.
- Unpopulated field: If nothing is entered into the field, the logic will work as before.
- Consulting will show the status as Assigned. All Other record types will show the status as Placed.
- Click Save.
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