Mapping Fields from Lookup Module in Zoho Recruit
We’re thrilled to announce an exciting new feature in Zoho Recruit: Mapping Fields from Lookup Module! This powerful addition is designed to display additional details from a related module when using lookup fields. This enhances data visibility and provides more context within a single module view.
What is Mapping Fields from Lookup Module?
The "Mapping Fields from Lookup Module" feature allows you to incorporate additional fields from related (lookup) modules directly into your primary module's layout. This means you can now view more contextual information within a single view without the need to switch back and forth between different modules.
For example, if you're in the Candidates module, you can map fields like Job Location, Job Type, and Hiring Manager from the Job Openings module. This way, you can see all key details about the job opening a candidate applied for right within the candidate’s record.
Benefits
- Enhanced Data Visibility: By mapping fields from related modules, you can see all pertinent information at a glance. This comprehensive view enables better decision-making since all the relevant data is readily accessible within a single module.
- Improved Workflow Efficiency: Say goodbye to the constant toggling between different modules. With mapped fields, you have a more streamlined workflow, saving time and reducing the chances of missing critical information.
- Better Data Consistency: Ensure that all necessary information is consistently available across different modules. This reduces data silos and enhances the reliability of your recruitment data.
Use Cases
1. Streamlined Candidate Evaluation:
Managing candidate evaluations often requires accessing various details about job openings they’ve applied for. Mapping fields from the Job Openings module to the Candidates module makes this process seamless and efficient.
Example:
A recruiter at a healthcare organization is evaluating candidates for multiple nursing positions. By mapping fields like Shift Type, Department, and Hiring Manager from the Job Openings module, they can view all relevant job details directly within the candidate’s profile. This comprehensive view helps the recruiter quickly assess each candidate's fit for the roles based on the specific requirements of each department, without needing to navigate to the Job Openings module.
2. Comprehensive Interview Scheduling:
Scheduling interviews for candidates can be a complex task, especially when coordinating with multiple hiring managers. Mapping fields from the Interview Schedule module to the Candidates module can streamline this process.
Example:
An HR coordinator at a retail company is responsible for scheduling interviews for various store manager positions. By mapping fields such as Interview Date, Interview Time, and Interviewer from the Interview Schedule module to the Candidates module, they can keep track of all upcoming interviews directly from the candidate’s profile. This ensures that the coordinator can efficiently manage interview schedules and communicate details to candidates without missing any critical information.
3. Enhanced Client-Specific Job Management:
Recruitment firms often manage job postings for multiple clients, each with specific requirements and details. Mapping fields from the Clients module to the Job Openings module can provide a unified view of client-specific job postings.
Example:
A recruitment consultant at a staffing agency is managing job postings for several clients in the finance sector. By mapping fields such as Client Industry, Client Contact, and Special Requirements from the Clients module to the Job Openings module, the consultant can view all client-related information directly within each job opening. This comprehensive view helps the consultant tailor their recruitment efforts to meet the unique needs of each client, ensuring better client relationship management and more successful job placements.
How to Use the Mapping Fields from Lookup Module
- Identify the Fields: Determine which fields you want to map from the lookup module to your primary module.
- Add the Lookup Field: Include the lookup field in your module layout where you want the additional information to appear.
- Map the Fields: Click on the settings icon and select "Map Field(s)". You can choose to add the fields as new or map them to existing fields.
- Save Changes: Once you have mapped the fields, save the changes to your layout.
For more detailed information, please refer to our help article on Mapping fields from Lookup Module. If you have any questions or suggestions regarding this update, feel free to leave a comment below or reach out to our customer support team at support@zohorecruit.com.
Regards
Team Zoho Recruit
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Akshaya P
Sticky Posts
Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also basedAn update to improve email delivery | Email Authentication & Relay
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using emailRestriction on 'From' addresses with a public domain
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about some important updates regarding email restrictions within Zoho Recruit. Effective post 31st December 2024, we will be implementing changes to the use ofZoho Recruit User Group Meet-up — India 2024
Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2024 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Holidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and weDelete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets toCopy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Introducing Record Summary: smarter insights at your fingertips
Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplifySuppress "spreadsheet will not be saved" message on published sheet
I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheetMissing "Email Authentication" tab
Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, thatShow item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemIntegration with Moodle
Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enrollHow to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give meTask status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relateAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 yearsZoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email orWhen is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? NowUnified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyQ4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingFormula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formulaItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theOrganize and Track Phases with Phase Custom Views
Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teamsRecord Asset Received as Payment
How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within fiveProgressive Invoicing
Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)Client Script - mapping data from different module
Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknownDORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience inFiles Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: FileZoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multiCustomer can't comment on SO or Invoice
Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able toZoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)See Calendar When Creating Meetings On Record Page
It would be a great user experience to see you calendar while you are creating a meeting on a record page. Here is how I imagine it could look:Saved filters, layout rule support, related list quick navigation, and more
Hello Everyone, We're excited to share some new features and enhancements in the Zoho CRM iOS and Android apps that will improve your mobile experience. These updates will make your CRM journey more efficient and user-friendly. Here's a look at what'sPower of Automation: Automatically send an email to all portal users with today's list of Open tasks.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipageLock a custom field on a deal record but keep all other fields editable?
I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried throughAdd Feature To Hide Plugin Sections On Record View
Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hideCreator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users
Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but youNext Page