I want to create a case for data table instances in portal for sheduling the interview for the candidates in the company

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1

Hi Team, I have a task, I want to create a case for data object instances in portal for sheduling the interview for the candidates.There is a data object name Candidate.

please assist me for completing the task.

2

@Satya K

I’m hoping the data table Candidate will have all the candidate details and their interview updates? You can create a case type called Interview when on the first stage you can have a collect information stage where the user can input the candidate details and setup an interview date and interviewee. After that stage the case will be routed to the interviewee and an email will be triggered to both parties as a reminder. The interviewee can have the interview externally and then update the interview result in the case assigned. On submitting this stage, the case routs back to the first user who can view the case and submit. On submit the case resolves and all the data are stored in the Candidate data table. Later this data table can be utilized for reporting and selected of candidates.

3

Hi @Satya K,

To create a case for candidate data object instances, follow these steps:

  1. Open the candidate data type you wish to use.
  2. In the Actions Tab, create a user action. Click on “Add Action” and select “Create Case.”
  3. In the User Action pane, configure the following details:
    a. In the “Case Type” dropdown, select your desired case type.
    b. In the “Field to Store Data Reference” dropdown, select “Candidate.”

Next, open the Work Portal:

  1. In the navigation pane of the Work Portal, click on “Candidate.”
  2. Verify that a “Create Case” action option is available next to each data record.

By following these steps, you will be able to create cases for the data object instances. I hope this works for you!

Thanks,
Raja