Contact Lookup Filtering

Overview

This article explains how to control which Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact). are shown in Contact lookup fields used in various areas of Bullhorn Recruitment Cloud.

Contact Lookup Filtering Logic

For each one of the lookup fields listed below, the Bullhorn Recruitment Cloud package includes a corresponding checkbox field.

By default all the checkboxes are set to True which will marks those Contacts as a Contact that should be shown in the corresponding lookup. When set this way, clicking the Hiring Manager The person that approves/rejects Consultant's Timesheets/Expenses (usually a Client Contact, or Hiring Manager) lookup from a Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. record will display every Contact in Bullhorn Recruitment Cloud

To limit which Contacts are shown in one of these Contact lookups, update the corresponding checkbox field to False. If the checkbox = False for a Contact, they will not be included in the lookup field. For example, when the ‘Is_Hiring_Manager__c’ checkbox is set to False for all Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. the Hiring Manager lookup from a Job record will only show Client Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact)..

List of Contact Lookup Fields

Configuration Steps

1. For any of the above listed lookup fields, decide what type of Contact you want to exclude from selection.
2. Add logic (for example via Flow) that defines that type of Contact.
3. Create an associated Field Update action that will update the corresponding checkbox from True to False.