Force.com Platform Fundamentals

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Try It Out: Create the “Extend an Offer” Workflow Rule and Task

To wrap up our first use case, we need to create another workflow rule for when the status of a job application is set to Extend an Offer. This rule and task are almost identical to the “Send Rejection Letter” workflow rule and task, so we'll just list the values that you'll need in the following two tables.

Table 1. Values for Creating the “Extend an Offer” Workflow Rule
Field Value
Object Job Application
Name Extend an Offer
Description Make an offer when a hiring manager changes the status of a job application to Extend Offer.
Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria
Filter Criteria Job Application: Status equals Extend an Offer
Table 2. Values for Creating the “Extend an Offer” Workflow Task
Field Value
Assigned To Job Application Owner
Subject Extend an Offer
Due Date Rule Trigger Date plus 1 days
Status Not Started
Priority High
Notify Assignee? Yes (This option is unavailable when user control over task assignment notifications is enabled)

All done! Make sure the “Extend an Offer” rule is also activated, and let's go try out one of our new workflow rules.