Step 4. Workflow filters

In the filter step you can include or exclude specific fields to ensure the workflow only continues on the records you want.

Filter conditions

You can make use of filter conditions, such as:

‘Is’ filter = Use this expression when there is only one condition that should be included in a particular field
‘Is not’ filter = Use this expression when you want to exclude multiple conditions within a field
'Contains' filter = Use this expression when the workflow should continue if the value contains certain characters (Note: not capital sensitive)
'Does not contain' filter = Use this expression when the workflow should not continue if value does not contain certain characters (Note: not capital sensitive)

A few examples of how you can use them:

Is Not

In a ‘Candidate Rejected’ workflow you want to send out surveys to all rejected candidates except those that are rejected as part of a clean up in your SmartRecruiters account as they might have applied quite some time ago.

Contains

If you want to set up a workflow that triggers all Product departments you can use a contains condition. In this case, your filter step will look as follows:

Example filters

• Previous Application Status
  ‘Previous Application Status is ’ when you want to trigger a survey when a candidate is rejected after a main stage in your hiring process (eg. In-Review or Interview). (Please note: the Application Status should always be written in capitals (eg. IN_REVIEW).

• Previous Application Substep
  ‘Previous application substep is ’ when you want to trigger a survey when a candidate is rejected after a specific substep in your hiring process (eg. Phone Screen). The substep does not require you to write in capitals, but make sure that the spelling is the exact same one used in SmartRecruiters:

• Rejection reasons
  ‘Rejection reason is not ’ when you want to exclude candidates who moved to another vacancy/job
• Brand
  ‘Brands is <company label/brand>’ when you want to include only 1 brand of the multiple brands your company listed in SmartRecruiters
• Hiring Process type
  ‘Hiring Process type is not ’ when you want to exclude roles/hiring processes that have different process (eg. include an assessment round)
• Job location: Country
  ‘Job location: Country is ’ when you want to survey in a different language
• JobAd language
  ‘JobAd language is ’ when you want to survey in a specific language
• Department
  ‘Department is not ’ when certain roles have a different hiring process

AND"/"OR" conditions

By clicking on "AND" or "OR" you can add multiple conditions to your filter step.

AND will ensure that the workflow only continues if all listed conditions are satisfied. This way, you can add multiple filters in the Filter step such as Rejection Reason, Brand, Department, etc.

OR will differentiate between the conditions, giving you the possibility to trigger the same survey based on different values from a field. As an example, if you want to send out the same survey to candidates that have withdrawn at different statuses, you can use a OR condition:

Tips & Tricks

• To use filters in the correct way it is really important to know all existing conditions for every field in your SmartRecruiters environment. When you’ve connected SmartRecruiters with your Starred account, you can find these values in your logs and notifications as well.
• STATUS needs to be spelled in capitals, while the SUBSTEP does not require it. Please refer to the "Example filters" paragraph above.