12 Mar 2016

Object Specification Actions

Create More Object-Specific Actions

Now that we’ve had some practice creating object-specific actions, let’s add a few more.
ObjectAction InformationAction Layout
Position
  • Action Type: Create a Record
  • Target Object: Job Posting
  • Label: New Posting
  • Standard Label Type: --None--
  • Employment Website
Candidate
  • Action Type: Create a Record
  • Target Object: Job Application
  • Label: New Application
  • Standard Label Type: --None--
  • Position
  • Cover Letter
Employment Website
  • Action Type: Create a Record
  • Target Object: Job Posting
  • Label: New Posting
  • Standard Label Type: --None--
  • Position
Job Application
  • Action Type: Create a Record
  • Target Object: Review
  • Standard Label Type: New “Record”
  • Name: New_Review
  • Rating
  • Assessment
Just one of these actions needs a predefined value, so let’s take care of that now.
  1. From Setup, enter Objects in the Quick Find box, then select Objects, and then click Candidate.
  2. In the Buttons, Links, and Actions related list, click New Application.
  3. Create a predefined field value that automatically sets Status to New.