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Allow WBL eligibility form fields to be used to create an experience

Feature Suggestions

  • When choosing a form as a WBL eligibility form, create field mapping rules to align each form field (by name in the template) to the data needed to build what is required to create a new experience.

    • Employer record (company name at minimum)

    • Employer Contact record (first name, last name, email at minimum)

    • WBL Experience record (WBL type at minimum, set start date to today)

  • Allow all other relevant options to be mapped as well.

  • Add an option to the eligibility datatable to Create Experience. We would then attempt to determine if the employer/contact are new or existing.

  • Give the user a confirmation screen to allow them to override the new/existing employer/contact information

Posted by John Lohr ·
Status: Planned2 comments

This request was merged into another request

Comments2

  • Cameron Kolick

    Team•

    Jun 20, 2024

    Use the address hash builder for employer matching and required employer address.

  • Cameron Kolick

    Team•

    Jun 20, 2024

    Furthermore, have a setting to auto-approve the eligibility process if the form is completed and all of the required information for an experience is filled out. So, there could be a "are you currently employed" "If yes, what's the employer name" of course we know if they didn't submit an employer name, we cannot create an experience anyway. If not all information is submitted for an experience to be made, the eligibility needs approval, otherwise, auto-approve.