Creating a smart list around a custom form field

Recruitment Marketing Public

When you create a new form field using the form builder and opt to have it included as a data type in the Advanced Search feature, the form field will automatically also become available as a data type around which you can create a Smart List.

This allows list-population to be ongoing: any candidate who enters information in the form field that meets the conditions set by the Smart List query will automatically be added to that list.

1. From the side menu, under CRM, click Candidates.
2. Click the Columns button on the right to expand options.
3. Click to expand the Custom Fields column section.
4. Toggle the relevant custom field to display it as a column in the Candidate Grid.
5. Click the Filters button on the left to display the filter list.
6. Click to expand the Custom fields filters section
7. Click the relevant filter, then click the Apply button to narrow the candidate list.
8. Click the Actions button on the right, then select Create new list.
   
9. Give the list a name.
10. From the What kind of list is this? drop-down, select Smart List. 
11. Click Create.

On the Lists screen, the new Smart List shows candidates matching the set rule(s).

As a Smart List, any candidate entering via the specified form's call-to-action and meeting the criteria is added automatically.