Lever: Lists all notes on a candidate profile

Use this action to list all notes for a specific candidate. This action outputs a table with a list of Workflow Automation data tables for each note.

The primary table has a row for each note, and includes details like when the note was created, whether it is a secret note, or more. This table does not include the actual content of the note, but does includes an ID for a unique data table for each note’s content.

How to configure this action

This action requires a preconfigured Lever integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

• Integration

  • Select your Lever integration from the options. You may have multiple integrations configured.

• Candidate

  • Enter the User ID for the candidate you wish to update.
  • Here are two ways to find a User ID:
  • Use an action
    • Use the Lever: Lists all pipeline candidates in your Lever account action to list all candidates in your Lever account. The action outputs a List of candidates data table field with all candidates and their Lever information.
  • Find the ID manually from the URL
    • You can find the ID when viewing the a user’s profile in Lever. See How to manually retrieve a User ID for more information.

• Output Field Prefix

  • To help keep output fields organized, choose an output field prefix to add to the beginning of each output field name as this action may output more than one field.
  • The step’s name is used as the prefix by default.

What will this output?

The note list does not include the actual content of the note, but does includes an ID for a unique data table for each note’s content. To access the note’s content, use the ID in the fields column and add it to the end of the url https://<your-team-name>.pushbot.com/tables/61090f15-47c5-4294-8425-b781fa616815, where <your-team-name> is your team name, and 61090f15-47c5-4294-8425-b781fa616815 is the ID in the field column.

This action may generate multiple fields. To help keep output fields organized, the prefix above will be added to the beginning of each of the output field names, separated by two dashes. Each field will result as:{{output-field-prefix--output-field}}

Output fields for this action

• Candidate notes

  • A data table field with a list of notes for that candidate. Each note includes the following fields:
    • id: The note ID.
    • text: For notes, this will return “Note”.
    • fields: The Workflow Automation data table ID for each note.
      • text: For the note this will return “Comment”.
      • value: The content of the note.
      • createdAt: The Unix timecode for when the note was created.
      • user: The user ID.
      • score: The score from 1-4 representing a reaction like Strong yes or No.
      • stage: The stage ID when the note was added.
    • user: The user ID.
    • secret: true or false for whether the note was set as secret.
    • completedAt: The Unix timecode for when the note was completed.
    • deletedAt: If it was deleted, the Unix timecode for when the note was deleted.
    • createdAt: The Unix timecode for when the note was created.