ATS v2: Lookup Filtering

Overview

This article provides a way of defining the Contact type that should excluded from a lookup field. This method uses a Workflow Rule and Field Update combination.

This article is intended for System Administrators.

How it Works

The Bullhorn Recruitment Cloud package includes a corresponding checkbox field (shown in the third column below) for each of the look up fields listed.

By default, all checkboxes are set to True which means that all ContactsClosed in the Org are seen as Contacts that need to be shown in the corresponding look up.

To control which Contacts are shown in a Contact look up, update the corresponding checkbox field to False. If the checkbox is set to False for a Contact, then that Contact will not be included in the look up field.

Configuration Steps

  1. For any of the above look up fields, decide what type of Contact you want to exclude from the selection.
  2. Create a Workflow Rule that defines that type of Contact.
  3. Create an associated Field Update action that will update the corresponding checkbox from True to False.
  4. Activate the Workflow Rule.