• the correct administrator permissions (“advisors”)

• Make sure you have already read the Rule engine article.

Once the Trigger event(s) and Condition(s) are set, it is time to choose the Action(s). When a Rule’s Trigger event occurs and the conditions are fulfilled, the Action is what will be automatically done by the DreamApply system.

Some Actions and their usefulness are:

• “Create task / checklist item for the matched application” - Useful for when documents should be uploaded by applicants.

• (optional only if the “Marketing” addon is enabled) “Add a tracker to the matched applicant” - Useful for marketing purposes.

• Assign and unassign an administrator to/from an application - Chosen administrator(s) will be assigned to all matched applications. Useful for “Director” feature.

• “Add a flag to the matched application” & “Remove a flag from the matched application” - Useful for

• (optional only if the “Engagement” addon is enabled) “Subscribe the matched applicant to an engagement list” - Useful for marketing purposes.

• “Freeze all data on the matched application” - Useful for when the evaluation process has begun, and it would be inconvenient for the data on the application to be changed by the applicant. (This can also a setting in most Offer types.)

• “Add additional appform questions from:” - Useful for when additional questions need to be asked in certain cases.

• (optional only if the “Scoring & scoresheets” addon is enabled) “Add the matched application to a scoresheet” - Useful for evaluating (and ranking) applications using scores.

• Invite application to a video interview - Automatically send the video interview invitation to all matched applicants.

• Silence all reminder - It will remind all kind of reminders (deadline is close, missing document, inactive status, etc.) for the matched applicants.