Closing Report Candidate Status Custom Logic

Enter a value into the CandidateClosed Status field in the JobClosed Record Type Custom Metadata Types overrides the current candidate status behavior set on the Contact record when a Closing ReportClosed is created.

  1. Click Setup > Custom Metadata Types.
  2. Next to Job Record Types, click Manage Records.
  3. Click the desired record type.
    • For example, Consulting.
  4. Click Edit.
  5. 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.
  6. Click Save.