In the Filter step you can add more condition based on other properties to further customize your workflows. This allows you to make sure that the right survey is sent to the right candidate.

A few examples of situations when you would add a Filter step are:

• To exclude candidates coming from specific sources from receiving surveys (i.e. internal candidates)
• To only include candidates rejected at a specific stage in your workflow
• Exclude candidates that are rejected for a specific rejection reason from receiving the survey

And more.

Filter conditions

You can make use of filter conditions to only include or exclude specific sets of candidates.

‘Is / Is Not’ = Use this condition when there is only one value that should be included / esxcluded in a particular field'

Contains / Does not contain' = Use this expression when the workflow should continue if the value contains or does not contain certain characters (Note: not capital sensitive)

Is greater than / is less then = Use this expression when selecting a condition that has dates (less common).

Is set / is not set = Use this expression when selecting a property that should either be filled or empty (less common).

Here we list a few examples of how to use them. Keep in mind that the value on the right side might not match what we see in these examples but needs to reflect your Lever environment, such as stage names, origin names and so on.

Is

In a Candidate Rejected workflow you want to send out surveys to all candidates at a specific stage, to differentiate between surveys and make them as relevant as possible to them.

In this case, your filter step could look as follows:

Is not

In a Candidate Rejected workflow you want to send out surveys to all rejected candidates except internal candidates. In this case, your filter step could look as follows:

Contains / Does not contain

This is often used for Departments. Since many departments might contain the same word "tech", "sales", "marketing", if you have specific pipelines for these departments and wish to create a workflow that customized for those candidates or that excludes all of the candidates that applied for jobs at those departments (that should receive a different survey), it's easier to use the contains or does not contain condition.

"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 the Status and the Substep at which the candidate should be rejected for them to receive this survey.

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 rejected at different Substeps, you can use a OR condition:

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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. Please always double check the spelling in your SmartRecruiters environment and/or look into the Notifications you're getting from SmartRecruiters.
• Statues always need to be spelled in ALL CAPS, while Substeps need to be spelled as normal.
• Ia a status contains a dash (-), in the workflows it needs to be an underscore (_). Such as the status In-review: it will need to be spelled IN_REVIEW.
• ‘Is’ and ‘Is Not’ conditions are case sensitive. 'Contains' and 'Does not contain' are not case sensitive.