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What is an 'action'?

Purpose of this article

This article explains the purpose and functionality of an Action as a part of the Rules functionality.

Before you start

Make sure you have

  • the correct administrator permissions (“advisors”)

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

Instruction

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.

Expected outcome of the instruction

Users should understand the various Actions available to choose from and their usefulness when creating a Rule in the DreamApply system.

Related articles

What is a condition?

Next steps

What is a Trigger event?

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