Create Power Note Subject Configuration List for an Object

Before you can create a Subject List, make sure you have set up Power Notes Subject Configurability.

Power Notes Subject Configuration records are needed to specify your configurations. Create a record for each Power Note Subject configuration needed in your Org.

  1. Click the nine dots icon.
  2. In Search apps and items, enter "Power Notes Subject Configuration".
  3. Next to your desired Power Notes Subject record, click the dropdown and select Edit.
  4. In the Edit popup, you will see the following fields:
    • Power Notes Subject Config Name (Read Only): This is the name given to the Power Notes Subject Configuration during creation of the Power Notes Subject object.
    • Power Notes Subject (Read Only): This is the subject that will be automatically displayed in the Power Note Subject dropdown when a Power Note is created from the Object specified below.
      • Assigned during Power Note Subject creation.
      • If a link is displayed here, you will have to click it to see what the subject will be.
    • Object (Required): Select the object this Power Note Subject Configuration applies to.
      • The dropdown displays all the objects Power Notes is currently configured for in the Org.
        • Admins will need to ensure that the values in this picklist match the configuration of supported objects in their Org.
    • Locations (Required): Select the record(s) the Power Note will be created from.
    • Field APIClosed 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 (Optional): The unique identifier that distinguishes this field from others and allows it to be referenced by the program to configure a Power Note Subject.
    • Field Values (Optional): This is the information that is entered into the above field.
    • Is Default (Optional): Select this checkbox if you would like this Power Note Subject to be the default subject displayed when Power Notes are created from the object specified above.
      • Any other Subject configured for this object is still available from the dropdown.
    • Is Power Share Default (Optional): Select this checkbox if you want this Power Notes Subject set as the default subject for Power Share Notes created from these Power Notes.
    • Is Active (Optional): Select this checkbox if you want this configuration to be active.
  5. Click Save.

Example

For this example, we will be using the following configuration:

In this case, you would need to click the displayed link to see the actual subject that will be displayed.

This configuration defines that if a user creates a Power Note from an Account record, Call will be displayed as the default Subject.

Next Steps

Admin users have the option of dynamically associating a list of Power Note Subjects for ATS stages. For more information on this see Admin: Create Power Note Subject List for ATS v2 Stages.