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To access your Form Flows, select Form Flows from the Admin menu within the blue Eploymenu. This will list any existing flows, as well as allow you to create new ones.

Flows are split into three types, which is determined by the type of stage the flow is available at in your recruitment workflow: Application, Action or Onboarding. 

Select the relevant flow to see the configuration details including whether the flow is active, used for the website and any additional display settings. From here, you can also click into the Flow Automation tab to see the actual flow process.

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Your Form Flow is comprised of 5 main elements:

Start Block

Shown in Orange, this is the start of your flow and indicates what happens at each selected status. You can have multiple statuses within the Start Block, meaning that different forms can be triggered depending on the status you pick.

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The yellow block next to each status indicates that you can connect this status to the next stage in the flow. If you do not connect the status with a stage, you will not be able to save the flow due to an incomplete link.

Connectors

This is an arrow and indicates the path through the flow the Candidate will be taken.

They are used to connect the Start status to Conditions, Forms and Status Outcomes.

Condition blocks

Condition blocks allow you to create queries within the flow to influence the journey.  You can query on any information linking to the application such as candidates, vacancy or company details. To do this, click the + on the condition block.

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Based on the query, you can use the connector from the yellow block for any applicants who meet the condition, whilst the red dot is for the ELSE. This means that anything that doesn't meet the condition, will be directed through the else.  You can even stack multiple conditions before the applicant reaches the else, making different journeys available.

Forms

Shown in Blue, these are the forms your Candidates will be required to complete.

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Note: You'll need to create your Forms before adding them to your Flow.

When creating a form, you can spread your questions across multiple pages within a single form, or break down your single form in to multiple, separate forms.

Using separate forms can be beneficial if some questions only need to be answered under certain circumstances.  You can then add each form individually in to your Flow, using a Condition to dictate under which circumstances the form should be completed.

If your form is graded, use the + to add each grade as an outcome option within the flow to create additional branching options depending on the grade achieved.

For more information on creating Discover Forms, please see these articles.

Statuses

Shown in Light Grey, this the end of your Flow and sets the Status of the Application, Action Outcome or Placement Status.

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Statuses are shown in three different colours: Active in yellow, Terminated in red and Placed (when building onboarding flows) in green.

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