How to use Triggers to Hide and Show Tasks

With ReviewRoom, you can easily create custom workflows for different applicant types. One of the easiest ways to achieve this is with our unique Triggers system.
 

Usage Example

For example: we’ll imagine that ReviewRoom is being used by a human resources manager who needs to collect applications for two types of jobs: full time positions and part time positions. We’ll assume that applicants to the full time positions will need to answer different questions than the part time applicants. And of course, we don’t want people who are applying to a full time job to see the part time tasks, and vice-versa.
 

You can use Triggers in ReviewRoom to only show the proper tasks to the proper type of applicant. This is a very powerful feature that makes your application process much more robust and professional. It’s also very easy to accomplish!
 

Overview

First, let’s break down the necessary steps. The human resources manager could create a simple form task with a drop down menu asking the applicant if they are interested in full or part time opportunities. Next, she would need to create at least two tasks: one for the full time applicant to complete, and one for the part time applicant to complete.
 

Note: For the purposes of this illustration, it does not matter what these tasks are, just that they should only be seen by the appropriate type of applicant.
 

The last step, which we will break down for you with images, is the creation of the triggers. Let’s get to it!
 

Create the Triggers

Log into your ReviewRoom’s administrator account, and go to the “Settings” menu group. Now click on the “Triggers” option which is located beneath the “Control” sub-menu.
 

Unless you’ve already created some triggers in your ReviewRoom, this list will be empty. Below is a screenshot of the 3 triggers we will be creating for our example:
 

The first trigger will hide both the full time and part time tasks. The second trigger will be programmed to reveal the full time task if the applicant identifies as a full time job seeker, and the third trigger will be programmed to reveal the part time task if the applicant is looking for part time opportunities.
 

Recipe for Trigger #1

The first trigger is created as such:

The Trigger interface was built to be very straight forward:
 
We can see that this trigger will be Activated When a new user registers.
 
The Conditions section tells ReviewRoom what needs to be occurring in order for the Actions to take place. In this case, we want ReviewRoom to take action when we’re in the Application round, and when we’re dealing with Job Applicants for our applicant group.
 
And of course, the Actions section tells ReviewRoom to hide both forms.
 

Recipe for Trigger #2

This trigger will check for a response of “full time” from the form “What type of job are you looking for?”, and reveal the appropriate task to the applicant.
 

Recipe for Trigger #3

This trigger will check for a response of “part time” from the form “What type of job are you looking for?”, and reveal the appropriate task to the applicant.
 

Summary

Thanks to the creation of these Triggers, a new applicant will only see the forms that relate to what they are looking for. Typically, triggers are used to automate administrative tasks, but this example shows just one way that they can be used to customize your user experience as well.
 

What Can ReviewRoom Do for You?

ReviewRoom is a highly configurable online platform that functions adeptly as contest software, grant management software or scholarship management software. Contact our experts today to learn how we can customize a ReviewRoom site for your unique needs.