Merge Records Automation Action

Streamline Your Applicant Tracking with SmartSuite's Merge Records Automation

Welcome back to another installment of SmartTips! Jeff Gonzalez here, your guide to navigating the ever-evolving world of automation. Today, we're diving into the transformative capabilities of a new feature within SmartSuite: the automation action designed to merge records seamlessly. For those entangled in the operations of applicant tracking systems - prepare to have your workflow revolutionized!

The Issue at Hand: Dealing with Duplicate Records

When managing applicants, we often encounter the scenario where a candidate submits multiple forms for different positions. The traditional outcome? Duplicate records cluttering up your system. Imagine John Doe submits his details for Position A. Weeks later, his interest expands and he submits another form for Position B. Without any intervention, we end up with two separate entries for the same person, complicating processes further down the line.

A Smart Solution: Merging Applicant Information Efficiently

But here’s the game-changer — with SmartSuite's nifty automation action, Merge Records, those days of duplicate confusion are behind us. Rather than juggling multiple entries, the system combines data from multiple submissions into one concise record. Voilà! All of John Doe's interests are now neatly contained within a single, easily manageable entry while maintaining crucial links to each position he's vying for.

How It Works: Setting Up the Automation

Let's roll up our sleeves and see how we can set this up. It's simpler than it sounds:

1. Head over to the automations menu.
2. The trigger? A form submission within the applicants table.
3. Set the field matching criteria to name and email — both need to match for the magic to happen. Fear not the quirks of capitalization; the match is case insensitive, ensuring "Jeff" is recognized as "jeff" without a hiccup.

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Now for the smart part: field interaction. Imagine handling two submissions, each with its set of values. Choices abound — such as Replace, Ignore, and Append — that define how the merge treats these values.

Consider a scenario where a second submission brings updated information that must supersede the original. Opt for Replace. If that first submission holds valuable data you want to preserve, Ignore is your ally.

But here's where it shines for tracking multiple positions. Append is your go-to choice, merging the list of positions without overwriting, keeping the record of interest in both Position A and Position B intact.

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Tailoring Your Automation: Best Practices

Adjusting the merge to suit your needs is integral. Here are some tips to ensure a smooth operation:

• Ensure that identifying fields are as unique as possible to prevent false matches.
• Define your merge rules clearly — such as replace, ignore, or append — to streamline the merge process for different fields.

A Brighter Future for Applicant Management

The beauty of SmartSuite’s record-merging lies in its simplicity and power. It’s about harnessing automation to declutter your databases and empower you with accurate, unified data, setting you up for a more efficient selection process.

How will you be implementing this feature in your tracking system? We’re excited to see your workflows evolve with this tool in-hand.

In conclusion, streamlining your applicant tracking system can now be more than a mere wish with SmartSuite’s merge records automation action — it's an attainable reality. Gone are the days of sifting through duplicates. Embrace the new era of tidy, automated, and precise applicant management!

So, what's next for you? Implement and experience firsthand the impact of this smart automation in your business. And stay tuned for more SmartTips, where we continue to simplify the complexity of technology together.