Setup Textkernel Search with Hard Criteria Levels

From the 9 release, Connexys has added the possibility to use Textkernel Search to search for candidates with hard criteria levels.

Please be advised that due to limitations for the datatype of these facets, Textkernel will only index the English translations. This means you cannot search for hard criteria with levels in other languages than English on the Textkernel Search page.

To set this up, you will need to do the following steps:

1. Go to Setup > Create > Object > Hard criterium type > picklist field cxsrec_TextKernel_Indexing_Field_c
   
2. Add the following picklist values.
   
   • CRITERIUM_WITH_LEVEL_CLOUD_01
     
   • CRITERIUM_WITH_LEVEL_CLOUD_02
     
   • CRITERIUM_WITH_LEVEL_CLOUD_03
     
   • CRITERIUM_WITH_LEVEL_CLOUD_04
     
   • CRITERIUM_WITH_LEVEL_CLOUD_05
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_01
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_02
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_03
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_04
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_05
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_06
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_07
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_08
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_09
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_10
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_11
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_12
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_13
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_14
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_15
3. Go to Setup > Create > Object > Textkernel Search field mapping > picklist field cxsrec_TextKernel_Indexing_Field_c
   
4. Add the following picklist values.
   
   • CRITERIUM_WITH_LEVEL_CLOUD_01
     
   • CRITERIUM_WITH_LEVEL_CLOUD_02
     
   • CRITERIUM_WITH_LEVEL_CLOUD_03
     
   • CRITERIUM_WITH_LEVEL_CLOUD_04
     
   • CRITERIUM_WITH_LEVEL_CLOUD_05
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_01
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_02
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_03
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_04
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_05
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_06
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_07
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_08
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_09
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_10
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_11
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_12
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_13
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_14
     
   • CRITERIUM_WITH_LEVEL_CHECKBOX_15
     
5. Assign the values to both record types - Candidate Index Configuration, Job Index Configuration
6. Go to Setup > Create > Object > Textkernel Search facet override > picklist field cxsrec_Facet_Name_c
   
7. Add the following picklist values.
   
   • criteriumwithlevelcloud01
     
   • criteriumwithlevelcloud02
     
   • criteriumwithlevelcloud03
     
   • criteriumwithlevelcloud04
     
   • criteriumwithlevelcloud05
     
   • criteriumwithlevelcheckbox01
     
   • criteriumwithlevelcheckbox02
     
   • criteriumwithlevelcheckbox03
     
   • criteriumwithlevelcheckbox04
     
   • criteriumwithlevelcheckbox05
     
   • criteriumwithlevelcheckbox06
     
   • criteriumwithlevelcheckbox07
     
   • criteriumwithlevelcheckbox08
     
   • criteriumwithlevelcheckbox09
     
   • criteriumwithlevelcheckbox10
     
   • criteriumwithlevelcheckbox11
     
   • criteriumwithlevelcheckbox12
     
   • criteriumwithlevelcheckbox13
     
   • criteriumwithlevelcheckbox14
     
   • criteriumwithlevelcheckbox15
8. Go to Connexys Setup > Manual Installation script execution page => Execute installscript
   • This is create the hard criteria levelsets.
9. Go to Connexys Setup > Hard criteria
   
10. Manually create each of the following hard criteria types and set the fields "Textkernel Indexing Field" and "Hard criterium level set".
    
    • CriteriumWithLevelCloud01
      
    • CriteriumWithLevelCloud02
      
    • CriteriumWithLevelCloud03
      
    • CriteriumWithLevelCloud04
      
    • CriteriumWithLevelCloud05
      
    • CriteriumWithLevelCheckbox01
      
    • CriteriumWithLevelCheckbox02
      
    • CriteriumWithLevelCheckbox03
      
    • CriteriumWithLevelCheckbox04
      
    • CriteriumWithLevelCheckbox05
      
    • CriteriumWithLevelCheckbox06
      
    • CriteriumWithLevelCheckbox07
      
    • CriteriumWithLevelCheckbox08
      
    • CriteriumWithLevelCheckbox09
      
    • CriteriumWithLevelCheckbox10
      
    • CriteriumWithLevelCheckbox11
      
    • CriteriumWithLevelCheckbox12
      
    • CriteriumWithLevelCheckbox13
      
    • CriteriumWithLevelCheckbox14
      
    • CriteriumWithLevelCheckbox15
11. Go to Connexys Setup > Application Settings > All settings > Job Wizard.
    
12. Check the checkbox "Use Lightning for Criteria".
    
    • This allows selection of hard criteria levelset on Job Wizard.
13. Create a job using Job Wizard, add the hard criteria with levels.
    • Needs indexing = True.
14. Go to Connexys Setup > Textkernel Indexing Management
    
15. Run the "Index Now Jobs".
16. Go to Textkernel Job Search Tab > Connexys Search subtab.
    
17. Check if the hard criteria types are displayed with values.
18. Go to Connexys Setup > Application settings > All settings > Job Wizard criteria(Career level*, Education level*, Job category*, CriteriumWithLevel*).header8
    
    • Use Lightning for Criteria = Checked
19. Go to Connexys Setup > Application settings > All settings > Candidate Wizard criteria(Career level*, Education level*, Job category*, CriteriumWithLevel*).header5