August 2025 Release: Off-Limit Features & Enhacements

Include Portfolio Accounts in Off-Limits Policies

Off-limits policies can now include portfolio accounts, allowing for better account restriction management. A new button on the Off Limit policy modal provides access to a customizable Omnitable Generic/reusable component that can be added to pages to show a fully configurable/customizable list of records and actions. for selecting these accounts.

Pre-condition: object with two lookup fields to Account.

Create a field set on the object (will be used in omnitable to display related accounts);
Create a new config for omnitable in the Named_Setting__mdt custom metadata with the name 'Omnitable_PolicyRelatedAccounts', e.g.:

where:

"objectName" - The 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 of the salesforce sObject this table will be displaying;
"defaultFields" - The name of a field set, found on the above sObject, containing the fields to display on this table;
"availableFields" - The name of a field set, found on the sObject, containing the fields that the user can choose to display. If null then the default fields field set is used instead;
"contextFilterFieldName" - API name of the lookup field(Account) to filter records from custom object (Account for which policy is initially created);
"infiniteScrollChunkSize" - How many additional records should be loaded each time the user scrolls to the bottom of the table.

More information about omnitable config can be found in Omnitable Documentation

Populate 'Related Account Field API Name' 'Executive Search' custom setting with API name of the lookup field(Account) that defines an account that will be displayed in the table can be included in an account policy