Customize Column Views

In the addition to the admin, the end user may also customize columns in the ATS Table View One of the three user Interfaces in ATS v2 (the others being Kanban View and List View) by reordering them, removing them, and adding new ones.

Prerequisites

• Org is on BH4SF package version 2024.09 or higher (for Table View) or 2024.10 or higher for (ATS/Chevron/List view)
• On first upgrading a Subscriber’s Org to the 2024.10 release (or from a version older than 2024.10 to a version subsequent to 2024.10), the mandatory PDS described above must be completed.
• Org uses ATSv2 In BH4SF, the newest version of the ATS tool (Application Tracking System) data model with ATSv2 fully configured
• ATS Configuration Settings must have Switch views to Lightning Web Component (LWC) set to True.
• Users need to Create and Update permissions for the ATS_Column_Set__c object

How it Works

You can customize your columns in either the ATS Table View and the Chevron view. In the below steps, you will see the ATS Table View option.

The Customize Columns option is only available if an Admin User In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies has created a field set for the Available Columns list and the field set has values in it. For more details, see Configuration.

1. Click the cog icon.
   
   
2. In the Customize Columns window, click the column of your choice from Available Columns.

3. These eligible fields can be added:

   1. The Available Columns list depends on a field set and is decided at Org level by Admin Users. For more details, see Configuration.

      • Fields eligible for an Application V2 A BH4SF custom object introduced when new data model ATSv2 was added to the core product Fieldset

        • The Available Columns list depends on a field set and is decided at Org level by Admin Users. For more details, see

      • Admin created formula fields on the Application First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) or Contact object

4. To move the column to your customized view under Selected Columns, choose the right arrow icon.
   
5. To remove any columns from your customized view, click the column under Selected Columns, choose the left arrow icon.
6. Repeat these steps until only the desired columns for your view are in the Selected Columns section.
7. Click Save.

All the fields that were in the Selected Columns section are available for that user’s view in that Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Record Type, on that ATS view.

Things of Note

• When working with the ATS component on Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. records, column sets are saved per user, per view.
• When working with the ATS component on Job records, column sets are saved per user, per view, per record type.
• Only the most recently saved configuration is available for use.
• Saved configurations cannot be shared with other users.

Configuration

Configure ATS on Job records

To configure the Default and Available Fields for the Table View and Chevron View (ATS on Job records), you will configure the following:

Component	Config Scenario	Config Setting
ATS Candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. (Job Records)	Table View Default Columns	Add relevant Applicationv2 FieldSet API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. name to ATS Configs per Job Record Type cmt> Table View Available Fields
	Table View Available Columns	Add relevant Applicationv2 FieldSet API name to ATS Configs per Job Record Type cmt> Table View Default Fields
	Chevron View Default Columns	Add relevant Applicationv2 FieldSet API name to ATS Configs per Job Record Type cmt> List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) Default Fields
	Chevron View Available Columns	Add relevant Applicationv2 FieldSet API name to ATS Configs per Job Record Type cmt> List View Available Fields

 

1. Go to Setup>Object Manager>Application V2: Create a field set that contains the fields you want to show as Default Configuration in Table View (or use an existing field set, if that suits). Copy the API name of that field set.
2. Go to Setup> Custom Metadata Types>ATS Config per Job Record Type and enter the API name of the field set from step above in the Table View Default Fields field of the relevant Job Record Type cmd record
3. Go to Setup>Object Manager>Application V2: Create a field set that contains the fields you want to show as Available Columns in Table View (or use an existing field set, if that suits). Copy the API name of the field set.
4. Go to Setup> Custom Metadata Types>ATS Config per Job Record Type and enter the API name of the field set from step above in the Table View Available Fields field of the relevant Job Record Type cmd record.
5. Go to Setup>Object Manager>Application V2: Create a field set that contains the fields you want to show as Default Configuration in Chevron View (or use an existing field set, if that suits). Copy the API name of the field set.
6. Go to Setup> Custom Metadata Types>ATS Config per Job Record Type and enter the API name of the field set from above in the List View Default Fields field of the relevant Job Record Type cmd record.
7. Go to Setup>Object Manager>Application V2: Create a field set that contains the fields you want to show as Available Columns in Chevron View (or use an existing field set, if that suits). Copy the API name of the field set.
8. Go to Setup> Custom Metadata Types>ATS Config per Job Record Type and enter the API name of the field set from the step above in the List View Available Fields field of the relevant Job Record Type cmd record.

Configure ATS on Candidate Records

To configure the Default and Available fields for the Table View and Chevron View (ATS Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement. (Candidate Records), you will configure the following:

Component	Config Scenario	Config Setting
ATS Jobs (Candidate Records)	Table View Default Columns	Applicationv2 Object> FieldSets>Candidate ATS Table view Field Set (packaged field set).
	Table View Available Columns	Add relevant Applicationv2 FieldSet API name to ATS Configuration Settings>Candidate Table View Available Fields
	Chevron View Default Columns	Applicationv2 Object> FieldSets> ATSv2_Candidate_ListView (packaged field set).
	Chevron View Available Columns	Add relevant Applicationv2 FieldSet API name to ATS Configuration Settings>Candidate List View Available Fields

The steps for this configuration are as follows:

1. No changes to the current way of creating a Default Configuration in ATS Table View and Chevron View on Candidate records.
   1. This is done by leveraging respectively the packaged Candidate ATS Table view Field Set and the ‘ATS Candidate ListView’ field set (Setup>Object Manager> Applicationv2 Object> FieldSets>Candidate ATS Table view Field Set / ATSv2_Candidate_ListView)
2. Configure the Available Columns list in Table View.
   • Create a field set in the Application v2 object
   • Enter the API name of that field set in Setup> Custom Settings> ATS Configuration Settings>Candidate Table View Available Fields.
3. To configure the Available Columns list in Chevron View.
   • Create a field set in the Application v2 object.
   • Enter the API name of that field set in Setup> Custom Settings> ATS Configuration Settings>Candidate List View Available Fields.