RAM Trigger Communication
I am trying to set up a RAM trigger to send a communication based on Req status = Closed. When I went to set up the actions, I do not have the option to set up the recipient to an email address from a Candidate form field, only custom req fields or users. I did a search for the field and did not find it. Am I using the wrong trigger type? What am I missing?
@Emily N. when setting up your trigger, you need to set the Trigger Context to "run trigger across candidates" and then the email field on your candidate form will be available as a communications recipient. Be aware though that if you have multiple candidates in the req folder with the candidate form attached, it will pick up all of those candidates. You may need to add some conditions in the RAM rule so it only sends on the candidates you want or you may want to consider a different trigger mechanism. You also don't need the condition for req status=closed in your rule if the trigger mechanism is Req Closed and you don't have a delay on the trigger.
If you feel your question has been answered, don't forget to "accept" the answer.
Thanks! Kathy
@KathyMiller Thank you this is helpful. However, I still do not have the option to select the candidate form email address field when I made the recommended changes to the trigger mechanism. When I select run trigger across candidates and save the condition, go to actions and select the email template, then click on recipients, I still only have Req fields and Users to select from. Any ideas?
If you want to send a communication via RAM to a recipient they have to be a BR user or it has to be an email field type. Is the candidate form field you are trying to send to an email address field, or is it a text field?
@badmedication It's an email field type on a candidate form.
@Emily N. - I don't see that RAM in your staging site anymore. Did you decide to go a different route?