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

Correlated Custom Fields to Link Jobs and Placements

If you're trying to avoid reentering the same information across records, you can set up correlated custom fields that automatically carry data from a Job to its Placement.

You can only use correlated custom fields for passing information between Job records and Placement records.

Common Reasons You Might Use Correlated Custom Fields

  • "How can I set up a custom field so it automatically carries over from a Job to the related Placement?"

  • "Can fields auto-populate in the Placement Edit tab when using Contract-to-Hire?"

  • "Can I make a commission role auto-fill from a specific Job field?"

  • "How can I pull information from the contact list to the Placement record for client communications?"

How Correlated Custom Fields Work

Use these fields to link Jobs and Placements so that data flows automatically in one direction. This is especially helpful when your team wants to maintain accurate records without repetitive manual entry.

Key Points

  • These fields only transfer data from Job records to Placement records, not to other record types.

  • The field must be populated on the Job before creating a Placement for the data to carry over.

  • Fields updated on the Job after a Placement is created will not sync.

Setting Up Correlated Custom Fields

Correlated custom fields let you automatically carry information across records, reducing duplicate data entry.

  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.