How Does Enabling 'Auto-Approve New Applicants' Impact Form Building and Calendar Integration?

How Does Enabling 'Auto-Approve New Applicants' Impact Form Building and Calendar Integration?

The Auto-Approve New Applicants feature is designed to streamline the application process by automatically assigning a user to an opportunity without requiring formal approval from the administrator. This feature is particularly useful when administrators want to make an opportunity available to everyone, eliminating the need to manually determine eligibility for scheduling shifts.

Here’s how it works in the context of building a form and populating the calendar:


Step-by-Step Example:

  1. Administrator Creates a Form
    An administrator sets up a new form and chooses to add a calendar to it.

  2. Populating the Calendar with an Opportunity
    The administrator populates the calendar with an opportunity titled "Kitchen Support" and enables the Auto-Approve New Applicants setting for this opportunity.

  3. User Interaction with the Form
    A new user, Jon Doe, accesses the form. He sees an available Kitchen Support shift scheduled for next Tuesday on the calendar and decides to include it as part of his submission.

  4. Automatic Assignment to the Opportunity
    Once Jon submits the form, he is immediately assigned to the Kitchen Support opportunity because the Auto-Approve New Applicants setting is enabled.


Important Consideration: Scheduling the Shift

While Jon is assigned to the Kitchen Support opportunity, whether or not he is automatically scheduled for the specific shift he selected (e.g., next Tuesday) depends on the Instant Book setting for the opportunity:

  • If Instant Book is enabled for Kitchen Support, Jon will be automatically scheduled for the shift he included in his submission.
  • If Instant Book is disabled, the administrator will have the option to approve or decline the shift request manually.

By combining Auto-Approve New Applicants and Instant Book, you can fully automate the opportunity assignment and scheduling processes, enabling individuals to be instantly reserved for shifts without any manual intervention.