Document Generator: Configure Candidate Skill Types

Users have the flexibility to configure which skill types relate to a Candidate. This configuration allows you to render the candidate more accurately in the generated document.

To do so, we added a new field Additional Query Criteria for the Custom Metadata Document Generator Section. This field is used to configure filters for displayed child objects in the section.

Configure

  1. Click Setup > Custom Metadata Types.
  2. Next to Document Generator Section, click Manage Records.
  3. Next to section you would like to add it to (EX: Skills), click Edit.
  4. In the Additional Query Criteria field, add .your desired skill (EX: TR1_Verified_C = true AND TR1_Type_c LIKE 'Language%'
  5. Click Save

Configuration Example

In the example below, the setting is applied to the Skills section. According to the settings, only verified skills with types beginning with “Language_” will be displayed in the section.