For organizations not using Public House Screening Forms, it’s important to add records following the parameters outlined below. These fields are required to ensure the candidate pool and invitation functionalities operate correctly.
Contact Creation
- First Name
- Last Name
- Phone
- Optionally address, preferred language, other demographics
Screening Campaign
For Candidate Pools and Application/Service File
creation to function correctly, please
for configuring a Screening Campaign.
Campaign Member Creation
- Record Type = Screening Campaign Member
- Contact
- Status = Prospect
- Waitlist Join Date
- Most Recent Update
- Screening Submission (lookup)
- Minimum Income Exemption
- Campaign Member Custom Tag Checkbox Fields
Screening Submission
- Record Type = Screening Submission
- Campaign
- Contact
- Eligibility
- Combined Annual income
- Household Size
- Email Verification = Confirmed
- Combined Assets
- Total Debt
- Minimum Income Exemption
Here is the full list of Screening Submission fields included in the Public House managed package.
- PHA__Adults__c
- PHA__Children__c
- PHA__Couples__c
- PHA__X1_Bedroom__c
- PHA__X2_Bedroom__c
- PHA__X3_Bedroom__c
- PHA__Abbreviated_Organization__c
- PHA__Applicant_City__c
- PHA__Applicant_County__c
- PHA__Applicant_Geolocation__c
- PHA__Applicant_State__c
- PHA__Applicant_Street__c
- PHA__Applicant_Zip_Postal_Code__c
- PHA__Application_Program__c
- PHA__Campaign__c
- PHA__Combined_Annual_Income__c
- PHA__Combined_Assets__c
- PHA__Contact__c
- CreatedById
- PHA__Eligibility__c
- PHA__Eligible_Bedroom_Count__c
- PHA__Email__c
- PHA__Email_Verification__c
- PHA__Email_Verification_Link__c
- PHA__Email_Verification_Sent__c
- PHA__Email_Verified_On__c
- PHA__First_Name__c
- PHA__First_Time_Buyer__c
- PHA__Household_Size__c
- PHA__Household_Size_Number__c
- PHA__Ineligibility_Message__c
- LastModifiedById
- PHA__Last_Name__c
- PHA__Lead_Source__c
- PHA__Lead_Source_Description__c
- PHA__Low__c
- PHA__Max_Assets__c
- PHA__Max_Household_Size__c
- PHA__Max_Income__c
- PHA__Min_Assets__c
- PHA__Min_Household_Size__c
- PHA__Min_Income__c
- PHA__Min_Time_To_Re_apply_Days__c
- PHA__Minimum_Income_Exemption__c
- PHA__Mobile__c
- PHA__Moderate__c
- PHA__Operating_System__c
- PHA__Organization_Name__c
- OwnerId
- PHA__Parent_Screening_Submission__c
- PHA__PH_Agree_Terms__c
- PHA__Phone__c
- PHA__Primary_Applicant_s_Ethnicity__c
- PHA__Primary_Applicant_s_Race__c
- PHA__Primary_Residence__c
- PHA__Program__c
- RecordTypeId
- Name
- PHA__Staff_Entry__c
- PHA__Studio__c
- PHA__Total_Debt__c
- PHA__Very_Low__c