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Try It Out: Relate Hiring Managers to Positions
For our first relationship, let's associate a hiring manager with a position by putting a lookup relationship field on the Position object. The lookup field will allow users to select the hiring manager for the position by selecting from all the users of the Recruiting app.
For example, if Mario Ruiz, our recruiter, wants to assign Phil
Katz as the hiring manager for the Benefits Specialist position, he'll
be able to do so by clicking the lookup icon (
) next to the lookup relationship field
that we are going to create. His name will then appear on the Position
detail page.
To create the lookup relationship field that accomplishes this, we'll need to go back to the now familiar Position object detail page.
- From Setup, click .
- Click Position.
- In the Custom Fields & Relationships related list, click New.
- Select Lookup Relationship, and click Next.
- In the Related To drop-down list, choose User, and click Next.
As we've mentioned, User is a standard object that comes with all organizations on the platform. It contains information about everyone who uses the app in your organization.
- In the Field Label text box, enter Hiring Manager. Once you move your cursor, the Field Name text box should be automatically populated with Hiring_Manager.
- Click Next.
- Accept the defaults in the remaining two steps of the wizard.
- Click Save.