Advanced: editing the Master Flow

The Master Apply Flow defines the main application journey for candidates. You can edit the behavior of the Master Flow by moving or changing elements in the flow.

For more information about flows, see Candidate Experience Portal Flows.

The Master Apply Flow consists of a set of subflows and a decision element. Some elements of the flow cannot be changed, but if required, you can adjust the position of elements such as the Upload Files subflow, to request that candidates upload files either before or after answering general questions.

 

Element	Description
Initialize Data	Retrieves information required for the Flow such as candidate details, vacancy details, application details, and configuration settings. Note This subflow cannot be moved: it must appear at the beginning of the Master Flow.
Pre-Qualification Questions (Criteria Library)	Pre-qualification questions are shown to the user if they have been configured for the vacancy. The score given for these questions determines whether the candidate can proceed with the application. This subflow also determines whether the application has been previously rejected. Note This subflow cannot be moved: it must appear at the second position in the Master Flow.
Decision	The Decision element determines whether the candidate can proceed, based on the score for the pre-qualification questions and the application status. If the candidate does not pass the minimum required score for the pre-qualification questions, or if the application has previously been rejected, the flow cannot proceed.
Pre-Qualification Questions Failed - Candidate Not Eligible	If the candidate is not eligible for the vacancy, this flow shows the Application Rejected screen.
Upload Files	Allows the candidate to upload supporting documents such as a cover letter or resume.
General Questions (Fields from Application)	Displays a set of questions that allow the candidate to enter details that are saved to the Application record.
General Questions (Fields from Candidate)	Displays a set of questions that allow the candidate to enter details that are saved to the Candidate record.
Submit Application	The element is run when the application is submitted. It sends an email alert to the candidate and displays a confirmation screen.

Edit the Master Flow

1. Go to Setup > Process Automation > Flows.

2. Select the Master Apply flow.

3. Move the position of elements by deleting the links between elements, dragging the element to a new position, and recreating links.

   Note If you change the location of elements in the flow, ensure that the buttons . If you move Upload Files to the end of the Master Flow, open the Upload Files subflow and change the Primary Button Label to "Submit".

4. When you have finished editing a flow, select Save As. With A New Version selected, select Save.

5. When you are ready to make the flow active, select Activate.

Change the button labels

If you move, for example, the Upload Files subflow to the end of the Master Flow, you must ensure that you update the button labels in both the Upload Files and General Questions (Fields from Candidate) subflows. By default, the final subflow uses the primary button label "Submit" in place of "Save and continue".

1. Open the subflow you want to edit (for example, Upload Files).

2. Double click the Screen element to open it.

3. Select Flow Custom Footer.

4. Find the Primary Button Label field in the right-hand panel, and change the value to the appropriate label. For example, if the Upload Files subflow is now the final element in the Master Flow, change the label to "Submit".

5. Select Done, and save the flow as a new version.

6. When you have finished editing a flow, select Save As. With A New Version selected, select Save.

7. When you are ready to make the flow active, select Activate.

8. Repeat this process for the subflow you have moved from the final position. Ensure that the primary label reads "Save and continue" in place of "Submit".