Bullhorn: Setup Status Trigger Rules Set up trigger rules to automatically send templates or forms when the ‘Status’ field for a chosen record is changed. Supported Record Types: Candidate, Placement, Company, and Job. Step 1: Open Secured Signing in the Bullhorn Menu Login to Bullhorn as an Admin User, then navigate to the menu and open Secured Signing in the Marketplace folder. Step 2: Navigate to the Settings Tab and Find ‘Status Triggers’ Go to the ‘Settings’ tab in the Secured Signing Dashboard, then scroll down until you see the ‘Status Triggers’ section. Step 3: Create a New Status Trigger Rule Click ‘Add a Rule’ to create a new trigger rule Set the ‘From Status’ and ‘To Status’ fields to the change in record status that should start a signing process Select the form or template that should be sent upon the previously specified status change Step 4: Save the Rule Click the ‘Save Settings’ button at the bottom of the page. Now, when the specified status change occurs for a record, the chosen document will be sent for that record. Opt for a more visual walkthrough! Dive into the step-by-step process in our video guide. Click below to make learning even more engaging!
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