Configuring Write-Back for Referrals in the Low Coder App

Write-backs enable seamless data updates in the system by creating new entities, modifying existing records, or adding contextual notes. 

Types of Write-Backs

• OWB (Object Write-Back): This creates a new entity, e.g., creating candidates from referrals.
• FWB (Field Write-Back): This updates a field in an existing entity, e.g., setting the source value as Sense Referral for a referred candidate.
• NWB (Note Write-Back): Adds a note to an entity, e.g., logging "job assigned in referral" to a candidate.

Supported Entity Types

• Candidate
• Job Submission

Prerequisites

You need to have an active VPN connection before proceeding.

Steps to Configure Write-Back for a Specific Agency

You can follow the steps below to configure write-back for a specific agency:

1. Open the Low Coder application.
2. Navigate to the Customer Success folder.
3. Inside the folder, locate and open the Referral Write-Back Mapping file. In the Referral Write-Back Mapping file, you will see a list of agencies.
4. Select the agency for which you want to configure the write-back, for example, Multientity agency.
5. Within the mapping section, you will see the Supported Entity Types. No changes are required here.
6. Below the entity types, select the entity of your choice. Note that Note Write-Back (NWB) requires enabling in the agency configuration.

Enabling Note Write-Back

1. Navigate to the Agency Config section.
2. Inside the configuration, locate the referral_enable_note_writeback flag.
3. Check this option to enable Note Write-Back.

Configuring Object Write-Back

Below are the steps to configure Object Write-Back:

1. Click Add New.
2. Select the field names you want to write back.
3. Choose the source type from the following options:
   1. String: Enter the string directly to be written back.
   2. Question: Select a question from the provided list.
   3. Method: Choose a predefined method that will display its purpose.
4. After configuring, click Save.

Configuring Note Write-Back

For Note Write-Back, follow these steps:

1. Select Note Write-Back as the type.
2. Go to the Update Mode Action Type button and click it.
3. Enter the required code. This code varies by agency and can be found under Node Action Types. For example for referral, the code is 19381.
   

Paste the code and click Update.