Step 2: 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’ = Use this expression when there is only one condition that should be included in a particular field
‘Is Not’ = Use this expression when you want to exclude multiple conditions within a field
'Contains' = Use this expression when the workflow should continue if the value contains certain characters (Note: not capital sensitive)
'Does not contain' = 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 Lever account as they might have applied quite some time ago.

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

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:

"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 Candidate Archived Reason, Source, Department.:

The workflow will only continue if the candidate satisfied all the conditions listed!

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 As an example, if you want to send out the same survey to candidates that have withdrawn at different stages, you can use a OR condition:

This will ensure that, no matter if the candidate has withdrawn after receiving an offer, after their interview or after the assessment, they will receive your "Candidate withdrawn" survey!

Example filters

• Candidate Archived Reason
  ‘Candidate Archived Reason is <Name of Archive Reason>’ when you only want to trigger a survey
  when a candidate has been rejected with a specific archive reason
  Candidate Stage
• ‘Candidate Stage
  Candidate Stage is <_Name of Candidate Stage>’ when you only want to trigger a survey for
  candidates after they have rejected/withdrawn after a specific stage
• Department
  ‘Department is not <Department Name>’ when you want to exclude certain department(s) listed in
  Lever
• Job location
  ‘Job location is <Job Location>’ when you want to survey in a different language or exclude/include
  a certain job locations from receiving a survey

⭐️Tips & Tricks

• Filters will only work when the filters you add are spelled the exact same way as in your Lever account. To use filters in the correct way, it is really important to know all existing conditions for every field in your Lever account. Besides consulting your Lever account, you can also find these values in your logs and notifications

• ‘Is’ and ‘Is Not’ conditions are case sensitive. 'Contains' and 'Does not contain' are not case sensitive.

• In Lever, archive reasons can be edited in your settings. You can choose between Modifying an archive reason or Deactivating an archive reason.

  • When modifying an archive reason, you are only renaming it. Starred workflows are not re-triggered by renaming an archive reason, even candidates that were rejected or have withdrawn before you started integrating Lever with Starred.
  • When deactivating an archive reason, you need to choose to which other active archive reason you want to move all opportunities that are currently linked to the archive reasons that is going to be removed. Please note that, if you deactivate an archive reason, an old candidate that has not successfully triggered a workflow from Starred before will cause the workflow to trigger and will receive a survey if they meet all the conditions. This could be inconvenient in the case of an old candidate that should not be receiving a survey now. To avoid this from happening with old candidates when you are deactivating an archive reason, please reach out to our Customer Success Team. They'll be happy to help you determine what other filters to add in order to exclude these cases.