Package: Applicant Management System(AMS)

AMS Standard Stage Rename or Implement Custom Stages

Renaming Standard AMS Stages or Implementing the Use of Custom Stages

Due to enhanced multi-language capability, customers renaming standard AMS stages or using custom stages will need to utilize translation workbench. The below steps share how to enable the correct settings in translation workbench for success. These steps are necessary for customers on an AMS version of 2.3 or more recent.

Note: Some customers may already have custom stages setup for use and may skip to step 3. If you are implementing custom stages for the first time steps 1 and 2 provide you an abbreviated set up of custom stages. The Jobscience AMS User Guide will explain in more detail if needed.
  1. Rename the desired stages by going to Setup > Customize > Tab Names and Labels > Rename Tabs and Labels.
  2. Navigate to All Tabs > AMS Setup to setup AMS for custom stages.
  3. Ensure original values of object names are listed under Overall Stage field on Application Object.
    • If you are changing Submittal to ‘Submitted to Client’. Submittal needs to be the value for Overall Stage.
    • If you are adding Custom Stage 1, Custom_Stage_1 needs to be the value for Overall Stage.
  4. Go to Setup > Translation Workbench > Translation Settings to activate translation
    • Ensure the desired language is active.
  5. Translate the values by going to Setup > Translation Workbench > Translate.
    • Language: Desired Language
    • Setup Component: Picklist Value
    • Object: Application
    • Expand Overall Stage and enter the desired values into the Picklist value Label Translation column
  6. Go to Setup > Translation Workbench > Override and override the Related List Labels.
    • Package: JS2
    • Language: Desired Language
    • Setup Component: Custom Field
    • Object: (The object you have renamed)
    • Aspect: Related List Label
    • Rename all fields under 'Related List Label Override'
    • (Repeat for Package = AMS2)
  7. Because Salesforce does not recognize translation workbench for formula fields, you will want to remove the Overall Substatus field from use.
    • This field should be replaced with a combination of Overall Stage and Substatus or Translated Substatus.
    • The Overall Substatus field could be found on page layouts, field sets, or list views (contact, application, job order.) Visit this Salesforce Idea to allow formula field translations for voting purposes.