Filter Lists by Company File Attachments in
Use this article to learn how to create lists in that target records based on the files attached to company records in Bullhorn ATS. Company File Attachment conditions are available for all list types: Company, Sales Contact, Submission, Placement, Job, and Lead. You can filter on file properties including name, type, date added, and visibility.
Common Reasons You Might Use Company File Attachment Filters
Company file attachment filters are useful any time you need to act on what's documented for a client, not just what's in a field. Common scenarios include:
- You want to identify client companies that are missing a signed master service agreement before sending them job orders.
- You need to flag companies where required compliance documents are absent or overdue.
- You want to trigger outreach when a contract or onboarding document was added more than a set number of days ago.
- You need to build a list of companies that have a specific document type on file before initiating a placement workflow.
- You want to ensure all active client companies have required documentation before a recruiter can proceed.
Before You Begin
This feature must be enabled by Bullhorn Support before it's available in your account. If you don't see Company File Attachment conditions in the condition picker, contact Bullhorn Support to request enablement.
Create a List Using Company File Attachment Conditions
Once the sync is enabled, you can use Company File Attachment conditions when creating a list in . The condition is available for all list types and filters on the files attached to company records in Bullhorn ATS. For full steps on creating a list, see Create a List in .
- Navigate to your starting point (Advanced Search, the Lists
A collection of ATS records that meets specified criteria, such as a scheduled end date or a low NPS response. page, or Automation Enrollment). Advanced Search is recommended because it lets you preview matching records before saving. - Select your record type: Company, Sales Contact, Submission, Placement, Job, or Lead.
- In the condition picker, search for attac to locate the Company File Attachment category.
- Select the field you want to filter on.
- Set your operator and value.
- Click Save.
The list will include records that match your Company File Attachment conditions. If the list type is Always Updated, it will stay current as ATS data changes.
Available Company File Attachment Conditions
The following conditions are available when filtering by company file attachments. Use these to target records based on specific file properties on the associated company record in Bullhorn ATS.
The values available for the Type field depend on your organization's ATS configuration. Your Bullhorn administrator can manage the file type list in ATS Private Label Attributes under the fileTypeList variable.
| Field | Available Operators | Notes |
|---|---|---|
| Name | Contains, Does Not Contain, Is, Is Not, Starts With, Has Name, Does Not Have Name | Filter by file name string. Use Has Name / Does Not Have Name to find companies that have or don't have any named file attached. |
| Type | Is, Is Not, Has Type, Does Not Have Type | The file type as configured in your organization's ATS Private Label Attributes (fileTypeList). Values vary by organization. Default values include Resume and Cover Letter; your organization may also have custom types configured. Use Has Type / Does Not Have Type to find companies that have or don't have any typed file attached. |
| Date Added | Less Than, More Than, Before, After | Filter by how recently or how long ago the file was added. Use Less Than / More Than for relative date ranges (for example, more than 365 days ago). Use Before / After for specific dates. |
| Visibility | Is | Values: Public, Private. Filter by whether the file is set to public or private visibility in Bullhorn ATS. |
Troubleshooting
Company File Attachment conditions don't appear in the condition picker
If you don't see Company File Attachment conditions when building a list, the sync may not be enabled for your account. Contact Bullhorn Support to request enablement.
Company File Attachment conditions return no results for existing records
If the conditions are enabled but returning no data for existing companies, a full company resync is likely needed. Historical file attachment data is not pulled automatically when the feature is first turned on.
A list isn't returning the expected companies based on file conditions
Check that the file attachment condition is configured correctly. Confirm the file property, operator, and value match what is actually on the company record in Bullhorn ATS. If the issue persists, contact Bullhorn Support.
Frequently Asked Questions
Can I combine Company File Attachment conditions with other conditions in the same list?
Yes. You can add AND/OR operators to combine Company File Attachment conditions with any other list condition. For example, you could filter for companies with a status of Active AND that are missing a specific file type. For best performance, add your most selective conditions first and place file name Contains conditions last.
I'm using a Submission-based list. Does the Company File Attachment condition filter on the company's files or the submission's files?
It filters on the files attached to the company record in Bullhorn ATS, regardless of which list type you're using. Company File Attachment is always a company-level condition, even in Submission, Placement, Job, Sales Contact, and Lead-based lists.
If I add a file to a company record in Bullhorn ATS, how quickly will the list reflect it?
listens for changes in Bullhorn ATS via an API event subscription. When a file is added or updated on a company record, the change syncs to Automation and your Always Updated lists will re-evaluate on the next sync cycle, typically within about 6 minutes of the change.
What's the difference between Company File Attachments and Candidate File Attachments?
Company File Attachment conditions filter on files attached to company (client) records in Bullhorn ATS. Candidate File Attachment conditions filter on files attached to candidate records. They are separate features that must each be enabled individually. See Filter Lists by Candidate File Attachments in for the candidate equivalent.