Package: Research Brief

Setting Up Job Match's Process Builder

The new Job Match feature allows for matching candidates to jobs based on their physical locations. This requires the use of a new object (Job Locations), and no longer using the old Locations picklist on the Job Order object. Unfortunately, due to this change some older features may behave strangely once Job Match is set up. The following process builder ensures that all features continue to work as expected moving forward. It's important to note that adding new Job Locations will populate the Location picklist with those values, however will not have them appear on the job board nor in the options available in the Select Picklist Values popup window.

Choose Object and Specify When to Start the Process

Object- Job Order

Start the process- when a record is created or edited

Define Criteria for this Action Group

Criteria for Executing Actions- Formula evaulates to true

Build Formula- ISCHANGED([ts2__Job__c].ts2__JMLocation__c)

Immediate Actions

Action Type- Update Records

Record Type- Select the ts2__Job__c record that started your process

Criteria for Updating Records- No criteria--just update the records!

Set new field values for the records you update-

• Field- Location
• Type- Formula
• Value- [ts2__Job__c].ts2__JMLocation__c.Name