Prior to this enhancement, recruiters manually generate emails containing valuable information about candidates. This process was very time consuming and error-prone.
With this enhancement, recruiters can now add a tag to application custom fields and insert application custom field tag into email templates. Application custom field tags automate the process of sharing application information to reduce the recruiter's workload and ensures that the shared data is standardized and reliable.
The process is as follows:
- Create an application custom field: Go to .
- Define tags: Go to . Add the field, then click Edit to create a tag.
- Include the tag in an email trigger: Go to . Edit the needed triggers. All email tags are available in the drop-down.
The following email triggers support application custom fields:
Blank Values and Translations
The following information defines behavior for blank values and translations:
|Custom Field Type||Value in email if blank or never edited||supports localization|
|Checkbox||Unchecked will display No||Default localization (Yes/No)|
|Date field||Shows blank|| No|
|Dropdown with Select||Shows blank if value is Select||Values can be localized|
|Dropdown with default value||Shows default value if unchanged||Values can be localized|
|Multiple checkbox without default||Shows blank||Values can be localized|
|Multiple checkbox with default||Shows default value(s) if unchanged||Values can be localized|
|Numeric field ||Shows blank||No|
|Radio button ||Shows default value if unchanged||Values can be localized|
|Scrolling text box ||Shows blank||No|
|Short text box ||Shows blank||No|
This functionality is automatically enabled for all organizations using the Recruiting module.
The following existing permissions apply to this functionality:
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Email - Edit From Address||Grants ability to edit the "from" address when creating or modifying an email trigger. In addition, the Allow user to change email address option must be selected in Email Preferences. This permission works in conjunction with the Global Email Administration - Manage permission. This is an administrator permission.||Core Administration|
|Email Preferences - Manage||Grants ability to manage Email Preferences, which includes defining end users' ability to change their email address and the associated email notifications when emails are changed. This is an administrator permission.||Core Administration|
|Emails by Learning Object - View||Grants access to view custom email triggers at the learning object level. When viewing Course Console, this permission also grants ability to view email triggers at the LO level. This permission works in conjunction with the Course Catalog - Update and Course Catalog - View permissions. This permission can be constrained by OU, User's OU, User's Self and Subordinates, and User. This is an administrator permission.||Learning - Administration|
|Global Email Administration - Manage||Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission.||Core Administration|
|Global Email Administration - View||Grants view only access to email templates/triggers and email logs at the global level for the portal. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission.||Core Administration|
|Requisition Preferences - Manage||
Grants ability to access and manage Requisition and Applicant Preferences. This permission cannot be constrained.
Note: Users with the Requisition: Manage permission will not be affected by Field Level Access settings.