BrightFlow View
The BrightFlow view offers a kanban board style screen for working with your candidate's submittal workflow. Each column is called a "Swimlane", and your company settings determine which Swimlanes are available. Within each Swimlane, the submittal statuses that belong to that stage appear as individual status boxes. Select the BrightFlow button on a job to switch to this view.
Updating a Submittal Status
To update a candidate's submittal status, drag the candidate's card and drop it directly into the status box you want, in any swimlane. The status changes as soon as you drop the card.
You can move a candidate forward or backward the same way.
Completing the Activity
After you drop the candidate, the activity window opens so you can log the activity for the move. The status change has already been made at this point.
These fields always appear and are pre-filled for you:
Activity: the status's default activity
Start Time: the time of the move
Status: the status box you dropped the candidate into
Assigned To: you
Depending on your company's setup, you may also see End Time, Comments, Reminder, Follow-up Activity, Email Assigned, and Complete. If your company requires submittal activity comments, you'll need to enter a comment before saving.
Review or update the details, then save to log the activity.
Adding an Activity Without Moving a Candidate
To log an activity without changing the candidate's status, click Add Activity on the candidate's card. To review past activities, click View Activities.
Moving a Candidate to a Placement Status
Dropping a candidate into a placement status opens the placement flow so you can enter the placement details. This always happens, even if your company skips the activity window.
If Your Company Skips the Activity Window
If your company has turned on the BrightFlow Bypass Activity Modal preference, moves save immediately without opening the activity window. When it's on:
Dropping a candidate into a status box completes the move right away. The activity is logged automatically with your company's defaults: Activity = the status's default activity; Start Time = the time of the move; End Time = 30 minutes after the start; Status = the status the candidate was dropped into; Assigned To = you; Comments = your company's default comment; Complete = your company's default setting.
To enter the details yourself, drag the candidate to the drop zone labeled "Drag here for modal to edit info" on the swimlane header. It appears while you're dragging. The activity window opens with the defaults pre-filled, and you can change any field before saving.
If the target status has no default activity, the drop is blocked and you'll see: "Your target status does not have a default activity set. Set a default activity and try again." The candidate stays in its original status. You can still move the candidate by using the "Drag here for modal to edit info" zone.
To correct an activity that was logged automatically, click View Activities on the candidate card and edit the activity that was just created.
Note: Emails that automatically send when a submittal status changes come from a no-reply address and cannot be modified.
If you're a Super User or have advanced permissions, see the BrightFlow Kanban Setup article to learn how to configure your swimlanes and the activity window.