Automate sending job offers

Owned by Oksana Vishchuk
Last updated: Jul 04, 2024
2 min read

For Smart projects

  1. On the XTRF Home Portal, go to the Configuration Menu → Projects and Quotes → Process Templates (Smart) and locate the desired process.

  2. Click the icon to edit the selected process. 

  3. In the Process card, click on the selected step. The step side panel appears on the right. 

  4. Scroll to the Default Vendor section.

  5. From the Select Job Prospecting Strategy drop-down list, select a Job Prospecting Strategy for this job. 

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Repeat those steps for other jobs and processes if necessary.
To learn more about editing process templates, see the guide.

For Classic projects

  1. On the XTRF Home Portal, go to the Configuration Menu → Projects and Quotes → Workflow Definitions.

  2. Click the icon to edit the selected workflow. 

  3. Go to the Workflow Graph tab.

  4. Click the icon on the selected job to open the Workflow Job pop-up window.

  5. Go to the Job Offers tab.

  6. In the Job Offers Type section, select the Use Advanced Job Offers (requires XTRF Chat) option.

  7. From the Job Prospecting Strategy drop-down list, select the desired strategy for this job. 

  8. (Optional) Check the Automatically start Job after Vendor selection box.

  9. Click the Save button to close the  Workflow Job pop-up.

  10. Click the Save button to confirm changes to the workflow definition.

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Repeat those steps for other jobs and workflows if necessary. 

The advanced job offers do not require extra automatic actions in the workflow configuration. If you configure a workflow job to send advanced job offers, they will be sent automatically when that job is ready to be started.

 If the job that involves sending advanced job offers is preceded by an automatic action, its Job Starting conditions shouldn't be set to Right Away.

IMPORTANT!

If all the process/workflow settings are correct, but the job status doesn't change, and the project isn’t progressing, that means that no vendor fits the job’s criteria, and the prospecting can't start. In this case, you need to send job offers manually and reconsider the job prospecting filters for future use of this job prospecting strategy.