Off Limits Policies Successful Candidate Policy Fields

The table below shows packaged fields only but custom fields can also be added in Subscribers Orgs. These fields are available out of the box.

Field Name

APIClosed Name

Field Type

Description

Supports Updates?

Closing ReportClosed

Closing_Report__c

Lookup

Closing Report lookup required only for Successful CandidateClosed Off Limit policy

No

Successful Candidate Contact

Successful_Candidate_Contact__c

Formula (hyperlink)

Link to the Person PlacedClosed of the Closing Report related record

No

Successful Candidate Account

Successful_Candidate_Account__c

Formula (hyperlink)

Link to the Account of the Closing Report related record

No

Successful Candidate JobClosed

Successful_Candidate_Job__c

Formula (hyperlink)

Link to the Job of the Closing Report related record

No

Off Limits Duration

TR1__SCClosed_Duration__c

Number (18,0)

The duration of the Successful Candidate Off Limit Policy in days. 

The Duration defaults to the value entered in Executive_Search__c.Successful_Candidate_Default_Duration__c

Yes

Description

TR1__Description__c

Text(255)

General description of the policy

Yes

Rank

TR1__Rank__c

Number(4, 0)

The value in this field determines the order/priority of enforced policies.

Yes

Reason

TR1__Reason__c

Text(255)

The name/short description of this policy. The value in this field is shown in the Off Limits warning/block popup to inform users why the Contact they selected is Off Limit.

This field is required at database level and must always be populated. If not, even when removed from the layout, users will not be able to save the policy.

Yes

Legal Reason

TR1__Legal_Reason__c

Text(255)

Legal reason for enforcing this policy, if relevant.

Yes

Type

TR1__Type__c

Picklist

The behavior enforced at checkpoints when an Off Limits Contact is selected for some actions.

The behavior options are as follows:

  • Block
  • Warning

Yes.

If the value is changed on an existing policy, the change is only propagated to Line Items created moving forwards. The change will not be applied to past Line Items.

Start Date

TR1__Start_Date__c

Date

The date when the policy starts. If no value is added manually, it defaults to Today's date.

Yes

End Date

TR1__End_Date__c

Date

The date when this policy ends (Closing Report Start Date + Closing Report Off Limits Duration)

Yes

Active

TR1__Active__c

Checkbox

  • Flag that shows if this policy is active or not.
  • If unchecked, the policy and all related Off Limits Line Items are disabled.

Yes

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Next Steps

To configure the Off Limits Successful Candidate Policy, see the Successful Candidate Policy Configuration section of Off Limits: Configuration Guide.