Zoho Recruit | Creating and Using Sandbox

Creating and Using Sandbox


As your organization grows, so does the complexity in your recruitment processes. At such a point, any small error in a process could cause a domino effect. To help overcome this trouble, Zoho Recruit brings to you the Sandbox, an environment to test your Zoho Recruit settings before you can take it to your production setup. This way, you can feel much safer about the changes in your settings, as you can now test them, identify issues, and fix them before you take them to your actual working system.

Points to remember:

  1. Currently, Sandbox will allow deployment to production for Profiles, Roles, Data Sharing Settings, Groups, Multi-currency, Territory Management, Automation, Customization, Templates, Custom Schedules, Webforms, Auto Response Rules, Workflow Rules, Blueprint.
  2. Sandbox allows you to test what happens not only when you add new configurations, but also when you edit or delete an existing configuration.
  3. Emails sent from the Sandbox environment will not be delivered to the recipients.
    Emails triggered through Workflow Rules or Blueprints will not be delivered but displayed in the Email related list of the record.
  4. Migrating data from another recruitment software is possible in the Sandbox. You can also import records to the specific modules.
  5. Updating a field in sandbox and deploying the changes to production will overwrite the existing field properties.
    For example, if the email field is marked as "mandatory" in the sandbox and "unique field" in production. Then, after deployment the field property will be overwritten to mandatory.
  6. To know whether you are working on the Sandbox environment or production setup, look out for a bright orange Sandbox ribbon. This is used to differentiate the Sandbox from your production setup. 
  7. Sandbox is only to test configurations in Zoho Recruit. Records that you enter into the Sandbox cannot be deployed to production.
  8. You can select all the changes or the required ones partially from the Change Set and then deploy them to the production.
  9. Once you have deployed changes to production, the remaining changes in the Change set will be retained until the next refresh. 
  10. You can refresh the Sandbox settings using the Refresh Settings option once in 3 days. When you refresh settings, all existing Sandbox configurations are deleted and the Sandbox environment will mirror the latest production setup.
  11. The changes deployed via Sandbox in the last 6 months will be listed in the Deployment Logs section in the Sandbox page.

Availability

Permission Required
Users with Manage Sandbox permission can carry out the following Sandbox setup actions:
  1. Create or edit sandbox
  2. Refresh sandbox 
  3. Add developers
  4. Deploy changes (of other users as well) to production (even without the specific feature permission)
  5. Deactivate the Sandbox account 

Create Sandbox

To create Sandbox, 
  1. Go to Setup > Developer Space > Sandbox.
  2. In the Sandbox page, enter the following details under the Sandbox Information section.
    Name: Enter a name for the Sandbox.
    Description: Write a brief description of the Sandbox.
    Accessible To: Add users to give them access to the Sandbox and its settings.
  3. Click Save
Apart from creating a Sandbox, you can add a type of user called Developer to access the Sandbox. A Developer is a type of user with access permission to the Sandbox account alone. Hence, the developer will not have access to records on the Recruit account.

Adding a Developer   

The main purpose of adding a developer is to:
  1. Ideate, create, and test all complex processes involved in automation tools like workflow rules, schedules, and others
  2. Write and test custom functions for activities that involve complex processes
  3. Ensure all the processes are error-free before deployed into the production account
Note
  1. You can add maximum 5 developers to the sandbox account. 
  2. You can add the developers without purchasing a license. 
To add a developer,
  1. Go to SetupDeveloper SpaceSandbox.
  2. In the Sandbox page, click the More icon (...) in the top right corner.
  3. In the drop down list, click Add developer.
  4. In the Add Developer page, enter the following details:
    1. First Name: Enter the first name of the developer to be added.
    2. Last Name: Enter the last name of the developer to be added.
    3. Email: Enter the developer's email to which the activation invite will be sent.
    4. Role: Select the role of the developer in the Sandbox account.
    5. Profile: Select the profile of the developer in the Sandbox account.
  5. Click Save to finish.
    An email invitation will be sent to the developer for activating the account. 

Access Sandbox   

To access Sandbox,
  1. Go to SetupDeveloper Space > Sandbox.
  2. In the Sandbox page, click the Go to Sandbox button in the top right corner.
  3. A new Recruit tab opens with an orange colored Sandbox ribbon on the top denoting that the current tab is a sandbox.

    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Still can't find what you're looking for?

                    Write to us: support@zohoforms.com


                          



                          





                        Secure your business
                        communication with Zoho Mail


                        Mail on the move with
                        Zoho Mail mobile application

                          Stay on top of your schedule
                          at all times


                          Carry your calendar with you
                          Anytime, anywhere




                                  Zoho Sign Resources

                                    Sign, Paperless!

                                    Sign and send business documents on the go!

                                    Get Started Now


                                        Zoho SalesIQ Resources



                                            Zoho TeamInbox Resources



                                                    Zoho DataPrep Resources



                                                      Zoho DataPrep Demo

                                                      Get a personalized demo or POC

                                                      REGISTER NOW


                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now











                                                                              • Related Articles

                                                                              • Refreshing and deactivating the Sandbox

                                                                                When your Sandbox setup is not in sync with the Production setup, any "test" that you conduct in your Sandbox will not be relevant when deployed to production. What worked in Sandbox may go wrong in your production setup as both versions would not be ...
                                                                              • Creating Conditional Layouts using Layout Rules

                                                                                What is a layout rule? Your recruitment data is often inter-dependent. When you are creating a record for a candidate, not all the fields in the layout are utilized. For example, if the candidate is a fresher he would not need the Previous Experience ...
                                                                              • Creating Groups

                                                                                Create Groups You can create different types of user groups and share common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: In ...
                                                                              • Creating Formula Fields

                                                                                Formula fields are read-only fields used to dynamically calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and ...
                                                                              • Using Macros

                                                                                Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
                                                                              Wherever you are is as good as
                                                                              your workplace

                                                                                Resources

                                                                                Videos

                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                eBooks

                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                Webinars

                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                CRM Tips

                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                  Zoho Show Resources