Enhance Recruitment Manager functionality by configuring Custom Actions that enable seamless interactions and requests between Recruitment Manager and third-party systems within the FastTrack Marketplace.
📌 Note: Custom Actions extend system capabilities for both manual user-initiated requests and automated event-driven actions.
⚠ Important: You need Security permissions to configure Custom Actions.
Configure Manual Custom Actions
Manual Custom Actions allow users to trigger specific actions or integrations directly from within defined areas of the system.
These can be configured to display in any of the following areas:
Parent.
Client.
Cost Centre.
Client Contact.
Job Order.
Candidate.
Candidate Search.
Contact Search.
Referral Workflow.
Doco Management Header.
Doco Management – Doco List.
Doco Management – Pending List.
Steps to Configure a Manual Custom Action
Go to Settings, then click Custom Actions.
Select Add New Action, then choose Manual as the Action Type.
Define the Action Name, Display Area, and any required Third-Party Endpoint details.
Assign Security Permissions to determine which users can view and trigger the action.
Click Save to apply the configuration.
How Manual Custom Actions Work
When a user with the correct permissions views a record that contains a configured Custom Action:
The Custom Action button will appear on the record view.
Selecting the action may either:
Open a pop-up window requesting additional input, or
Redirect the user to an external system to complete the request.
📌 Note: If multiple Custom Actions are configured, users can choose the appropriate one based on the type of request being performed.
🤓 Tip: Always inform users about what each Custom Action does and any prerequisites for completing the associated process.
Configure Event Custom Actions
Event Custom Actions automatically trigger based on system events without requiring user interaction.
You can configure an Action Type of Event for the following scenarios:
Event Type | Description |
Job Order Fill | Triggers automatically when a job is filled by any method (manual, referral workflow, or API). |
Referral Workflow Stage | Triggers automatically when a candidate moves into a defined stage via the UI or API (excluding the Filled Stage). |
Steps to Configure an Event Custom Action
Go to Settings, then click Custom Actions.
Click Add New Action, and select Event as the Action Type.
Choose the Event Trigger (e.g., Job Order Fill or Referral Workflow Stage).
Enter the integration or endpoint details required to execute the action.
Click Save to complete the setup.
📌 Note: Event Custom Actions do not require security permissions, as they run automatically upon a successful event (for example, when a job is successfully filled).
⚠ Important: If a FastTrack360 API call is used to fill a job or progress a referral stage, any configured Event Custom Actions will trigger automatically after the API call succeeds.
Configure Marketplace Custom Actions
Marketplace Custom Actions allow agencies to send or receive requests from FastTrack Marketplace vendors.
Setup Process
When a Marketplace account is established with a vendor, configuration details for the required Custom Action will be provided.
Go to Settings, then select Custom Actions.
Create a new Custom Action using the vendor’s provided configuration details.
Click Save to finalize setup.
📌 Note: For Marketplace integrations, sessionId data is retained in FastTrack systems for no longer than 7 days from creation.
💡 Best Practices
Verify that all Custom Actions are tested in a sandbox environment before rollout.
Regularly review security permissions for Manual Custom Actions.
Document and communicate all configured actions to relevant users.
Ensure API-based Event Actions are validated for successful response handling.
Monitor Marketplace configurations to comply with vendor requirements.
🤔 FAQs
Q1: Why don’t I see the Custom Action button?
Answer: You may not have the required security permission, or the action is not configured for the current record type.
Q2: Can I trigger multiple actions at once?
Answer: Yes. If several Manual Custom Actions are configured, users can select one or more records and execute different actions based on the setup.
Q3: Do Event Custom Actions require user interaction?
Answer: No. They are fully automated and execute only when the linked event occurs successfully.