Editions Available: Corporate;Enterprise;CRM Only Audience: Administrative Users

Correlated Custom Fields

Overview

To prevent users from reentering information on a Placement that is likely the same as it is on the Job, consider utilizing correlated custom fields. Correlated custom fields carry their contents from Jobs to Placement records.

  • These fields are only for moving information from Job records to Placement records. Not for other record types.
  • Correlated custom fields will only carry their contents to a Placement if the field is populated on the Job before adding a Placement.
  • If the field is filled out on the Job after a Placement is created, the information will not carry over.

Setting up Correlated Custom Fields

  1. From your Bullhorn Menu, select Field Mappings.
    • Navigate to Menu > Admin > Field Mappings.
    • If you do not see the option, check Add/Remove.
  2. Expand Job.
  3. Type "correlated" in the Field search column.
  4. Select the desired correlated custom field.
  5. Fill out the details of the field as desired and select Submit.
  6. After you click Submit, the same exact field will need to be set up in Field Mappings under Placement. Expand Placement and then follow steps 3-5.
  • You must use the same correlated custom field number you chose in step 4.
  • Ensure that everything is set up the exact same way it was on the Job entity in step 5.

If your company utilizes multiple Job and Placement tracks, you'll need to repeat the above steps on each track.