October 2025 Release: Off-Limit Features & Enhancements

October 2025 (2025.10 GA Release - Package Version 9.21)

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.

Configuration

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.

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.

Enhanced Management of Subsidiary Accounts on Off-Limit Policies

The user experience for managing subsidiary accounts within Off-Limit Policies has been significantly improved.

Users can now click the Add Child or Add Subsidiary button to launch a new interactive table displaying accounts not already included in the policy. From this table, accounts can be easily added using a Select action.

The new table provides advanced data management capabilities, including:

Column sorting for easier navigation
Search functionality to quickly locate accounts by name
Filtering options by fields such as account name, type, status, and more

In addition, selected accounts now appear alphabetically sorted as pills, and can be removed by simply clicking the X icon on the corresponding pill.

These enhancements offer a faster, clearer, and more intuitive way to manage account relationships in Off-Limit Policies.

Configuration

Changes to this omnitable can be completed in the following location:

Setup > MetaData > Named Settings > Omnitable_PolicyChildAccounts.