Configure a List

Review List concept and reference topics.

READ ME
Business Rules AND List Targets must be configured prior to starting this task.

To open or configure a new List:

  1. Go to Setup > Rules > List
  2. Click a List to edit or click Add to create a new List.
  3. In General, enter a Name and a List Target at minimum. Select the Execution Context for this List. The remaining information across the three tabs are optional.
  4. Optional - place your additional organization rules if any in the category types, Qualified if, Unavailable if, and Sort.

    The main purpose of the List is to disqualify and sort the candidates qualified by the selected List Target.

  5. Optional - in Advanced, enter information pertinent to the selected List.
  6. Optional - in Outbound, enter information pertinent to the selected List.
  7. Click Save.