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Look At What We've Done

Great! We've now got a workflow rule that moves position records created by non-recruiters to a queue of unclaimed positions, and if not claimed by a recruiter in three days, assigns a task to the recruiting manager.

To try it out, simply make sure that you're logged in as a hiring manager (such as Ben Stuart) and create a new position. As soon as you return to the detail page for the position, you'll see that the Unclaimed Positions Queue has automatically been assigned as the record owner, and that any user assigned to the Recruiter or Recruiting Manager role will have received an email notification.

To actually view the contents of the queue, click the Positions tab, and choose Unclaimed Positions Queue from the View drop-down list. Any recruiter or recruiting manager can click the Accept button on this page and take ownership of the new position.

Although our Assign Unclaimed Position Record to Recruiter workflow task won't be activated for another three days, we can see that it's currently scheduled to fire by checking out the workflow queue. This queue lists all of the time-dependent workflow actions that are scheduled for the future. To view it:
  1. Log back in to your organization as an administrator.
  2. From Setup, click Time-Based Workflow or Monitoring | Time-Based Workflow.
  3. Click Search.
The Monitor the Workflow Queue Page The Monitor the Workflow Queue page

As soon as a recruiter takes ownership of the new position record, this task is deleted from the workflow queue. Pretty slick, isn't it?

Now let's build one final workflow rule so we can see how to create a workflow email alert.