Creating, Customizing, and Editing List Views

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

When you access List ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View)s, you see only the records that you own or to which you have read or write access, and records shared with you. You can see only the fields that are visible according to your page layout and field-level security settings designated by your System Administrator.

Accessing List Views

  1. Navigate to the desired Object tab (e.g. Accounts tab).
  2. Once you select an Object, a list of Recently Viewed records displays.

After clicking on the ContactsClosed 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). tab, you’ll see all your recently viewed clientClosed A Company is the organization where the contact works. This can also be called the Client. and candidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. records. You are viewing the List View of the most Recently Viewed Contacts.

The data in this List View may be short if you’ve only accessed a few records since logging in.

The Recently Viewed List View displays the latest 25, 50, 100, or 200 records you have either added, viewed, or edited.


Switch List Views

If you want to see more data, click the drop-down arrow next to the List View name and select from the predefined list.

  1. Select the Recently Viewed drop-down.
  2. Choose a List View other than the Recently Viewed.

Return to a List View

To keep seeing the same List View after switching tabs, click the Pin icon to save it. The next time you return to this page, your saved view will automatically appear.

Create & Customize List Views

To make it easier to find the information you need and support your workflows, you can create custom List Views that show only the data relevant to you.

Example: You can create a List View to track all active candidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. who haven't been engaged with in the past month.
Best Practice: Depending on permissions, you could share your own List Views with your colleagues.

From the List View Controls menu you can create new views and edit existing ones.

Your options from the List Views Controls menu are:

  1. Open the List Views Controls menu.
  2. Create a New List View.
  3. Rename the current List View.
  4. Edit List Filters for the current List View.
  5. Select Fields to Display in the current view.
  6. Delete the current List View.

Create New List View

  1. Select the List View Controls drop-down.
  2. Choose New.

  3. Enter a List Name (e.g. Hawaii AccountsClosed A business entity/company).
  4. Set your desired permissions for Who see this List View?.
    • This option is only visible to System Administrators.
  5. Save your changes.

Edit List View Filters

  1. Select the Filter icon.
  2. Click Filter by Owner.
  3. Select My Accounts radio button.
  4. Click to Done.

Further filter criteria for the List View can be edited as follows:

  1. Select the Filter icon.
  2. Click Add Filter.
  3. Click the Field drop-down and select the field you'd like to filter by, for example, State/Province.
  4. Click the Operator drop-down and choose what operation you'd like the filter to implement.
  5. Enter a value you'd like to filter by, for example, “Hawaii”.
  6. Click Done.