Step 2: Workflow filters

Include or exclude specific fields

In this step you can add multiple rules to specify when the workflow can continue. Here, you can use ‘is’ filters and/or ‘is not’ filters.

‘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

Example 1: In a ‘Candidate Rejected’ workflow you want to send out surveys to rejected candidates for all job locations except for the candidates that applied in France
The filter step will look as follows:

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Example 2: In a ‘Candidate Rejected’ workflow, you only want a survey to be triggered when a candidate is rejected after a specific stage. In this case you want to filter and trigger only when the candidate stage is Interview.

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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 is ’ 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    candidates after they have rejected/withdrawn after a specific stage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

  • The filters in starred work as AND filters, not OR filters. This means that you can’t add two Candidate Stages in the workflow since a candidate is always rejected after one specific candidate stage

  • 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

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

  1. 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.
  2. 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.