Permissions: Site Admin, and Job Admin who can create, edit and delete stage transition rules

Product tier: Available for Advanced and Expert subscription tiers

Note: It is not possible to change the action associated with an existing stage transition rule (for example, you cannot change an existing rule from send availability to email candidate). Instead, delete the rule and then create a new one.

To start, click Jobs at the top of the page and select the job from the list. Go to the Stage Transitions page. (Job Setup > Stage Transitions)

From the Stage Transition Rules page, click on the stage transition rule you want to edit.

Screenshot-of-a-stage-transition-rule.png

Make changes to your rule on the Edit Rule page, then click Save.

Screenshot-of-the-save-button-on-the-edit-rule-page.png

Note: Editing the body of the email on the Edit Rule page does not automatically update the body of the email sent when a stage transition rule is triggered. If you wish to edit the body of the email sent when the stage transition rule is triggered, you must make the edits to the stage transition rule itself.

Additional resources

To learn more about stage transition rules, please see the following Support Center articles: