Application Workflow - Add Note

The Note action item enables administrators to add a note to the section. The note contains a title, note text, and optional instructions.

To create an application workflow template, go to Admin > Tools > Recruit > Application Workflow Templates. Then click Create Template.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Application Workflow Template - Manage Grants ability to access and manage Application Workflow Templates. This permission can be constrained by OU and User’s OU. This is an administrator permission. Recruiting Administration
Application Workflow Template - View Grants ability to access and view Application Workflow Templates. Recruiting Administration

Administrators can only edit templates that they created or that were created by other administrators who exist within the constraints applied to this permission.

Add Note

  1. Click Note in the Add Action Item drop-down on the Application Workflow page. This opens the Add Note pop-up.
  2. Enter the following information in the pop-up:
    • Language - This option only displays for portals with multiple languages enabled. Select a language from the language drop-down, for portals with multiple languages. The language selected defines the language in which the fields will be translated. Before saving the action item, you can provide a translation for as many languages as desired based on the languages available. Selecting a different language preserves each translation that has been entered into the fields, even if you have not yet saved the action item.
    • Title - Enter a title for the note. This is required and the character limit is 50.
    • Instructions - Enter instructions for the note if applicable. This field is optional. This field accepts HTML and there is no character limit. JavaScript is not supported.
    • Note - Enter the note text. This field is required. This field accepts HTML and there is no character limit. JavaScript is not supported.

Click Save to save the changes. Or, if you would like to provide translations for additional languages, you can select another language from the language drop-down. This clears the fields and allows you to enter a new translation.

Note: We do not support script tags in the HTML for Title, Instruction, and Text fields of the action items.

Mobile Icon

The mobile icon that displays in the right column on the Application Workflow page indicates that the action item is compatible with mobile devices. When included in the application workflow, applicants filling out an application on a mobile optimized career site can access and complete this action item directly from their mobile device.

Edit Action Item

Click the Edit icon for the action item to edit the title, instructions, and note. Click Save to save the changes.

Delete Action Item

Click the Delete icon to delete the action item.