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Below these, the following filters are available:
Entered Between
Started Between
Expected to End Between
Ended Available to Start Between
Still on Status Between (using the status(es) selected below)
Status – Here you can restrict the automation to applicants with specific statuses. Choosing a status from the drop-down menu will add it to the field. You can add multiple statuses to the field and remove any added ones by selecting the X icon.
Sites – Here you can restrict the automation to applicants linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon. The following site options are available:
Any Of – This will restrict the automation to applicants that have at least one of the specified sites linked.
None Of – This will restrict the automation to applicants that do not have any of the specified sites linked.
Is Blank – This will restrict the automation to applicants with no sites linked.
Not Blank – This will restrict the automation to applicants with at least one site linked.
Tags – Here you can restrict the automation to applicants with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:
Any – This will restrict the automation to applicants that have at least one of the specified tags.
All – This will restrict the automation to applicants that have every specified tag.
None – This will restrict the automation to applicants that do not have any of the specified tags.
Risk – Here you can restrict the automation to applicants with a specific Risk Band.
Officer – Here you can restrict the automation to applicants linked to a specific officer. Different officer Roles are available to choose from. Once you have chosen, search the drop-down menu for an Officer Record to specify.
Organisation – Here you can restrict the automation to applicants linked to a specific organisation. Different organisation Roles are available to choose from. Once you have chosen, search the drop-down menu for an Organisation Record to specify.
Qualification Plans – Here you can restrict the automation to applicants with specific Qualification Plans linked. Choosing a plan from the drop-down menu will add it to the field. You can add multiple plans to the field and remove any added ones by selecting the X icon. The following plan options are available:
Any Of – This will restrict the automation to applicants that have at least one of the specified plans linked.
None Of – This will restrict the automation to applicants that do not have any of the specified plans linked.
Is Blank – This will restrict the automation to applicants with no plans linked.
Not Blank – This will restrict the automation to applicants with at least one plan linked.
Has File Type – Here you can restrict the automation to applicants with Files of certain File Types attached. Choosing a type from the drop-down menu will add it to the field. You can add multiple types to the field and remove any added ones by selecting the X icon. The following type options are available:
Any – This will restrict the automation to applicants that have at least one of the specified file types.
All – This will restrict the automation to applicants that have every specified file type.
None – This will restrict the automation to applicants that do not have any of the specified file types.
Employer – Here you can restrict the automation to applicants linked to a specific Organisation as their Employer.
Main Adviser – Here you can restrict the automation to applicants linked to a specific Officer as their Main Adviser.
Mentor – Here you can restrict the automation to applicants linked to a specific Officer as their Mentor.
Recruited By – Here you can restrict the automation to applicants linked to a specific Officer as their Recruited By officer.
Recruitment Agency – Here you can restrict the automation to applicants linked to a specific Organisation as their Recruitment Agency.
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