Create a reference request form

Create a reference request form that will be sent to the external referees entered by your candidate.

Create a new form definition

To create a new form:

1. From the App Launcher, open Form Definitions (Recruit).

2. Select New.

3. Give the form definition a name, for example "Reference Request".

   

4. Set the Link Relationship picklist to "Reference".

5. If you have already created an external site used to publish the form for external contacts, enter the URL for the site in the Request Prefix box. Must end with a forward slash (/) character. See Create a Salesforce site for forms.

6. In the VisualForce Page box, enter fRecruit__Form.

7. Select Save.

For further information about the options available here, see Create a new form definition.

Add a page and questions to the form

1. Select Visual Edit.

2. Give the form a Title. For example, "Reference Form".

3. Select New Page to add the first page to the form. Give the page an ID and a Title.

   Use the Pre Text field to add a greeting and explanation to the referee.

4. Select New Question to add a new question to the page.

   The following are suggested question to add to your reference request.

   Question name	Title	Prompt	Question type	Notes
   candName	-	Candidate name	Readonly	We will create a Data Link rule to retrieve the candidate name from the application record.
   ref1Position	-	What was the candidate's position?	Text/select/radio	Use a free text field to allow the referee to specify the position, or use a select list or radio buttons to offer a set of options.
   ref1Confirm	-	Are these details correct?	Radio: Yes No
   ref1Relationship	-	What is the candidate's relationship to you?	Text
   Comments	-	Comments	Textarea	Tip: you can use the question's Pre Text box to explain what the referee should enter.

5. Finally, add a message to the form to display when the form is completed. Select Advanced Mode, then New Message
6. In the ID box, enter completed (all lower case).
7. In the Value box, enter the message to display to the referee when they submit their form. For example, "Thank you for submitting your reference."
8. Select Save.

Add data links

Add a data link to retrieve the candidate's name.

1. On the Form Definition page, select the Data Links tab.

2. Select New Rule.

   

3. Configure the rule as follows:
   • Form Field: candName

   • Direction: Out

   • Data Field: fRecruit__Application__r.fRecruit__Candidate_Name__c

   

4. Select Save.

Add a Start email

Add a Start email for the form that is sent to form actors when the form is initiated.

1. On the Form Definition page, go to the Emails tab.

2. Select New Form Email.

   

3. Create an email for the form using When Sent: Start. Select an appropriate template for your organization. See Email templates for forms for further information.

   

4. Select Save.