How can we help you?

Manage Forms in Bulk

Permissions_and_Product_Tier.png

While Forms are created at the job level (e.g. they are created for every job rather than creating organization-wide Forms), Greenhouse Recruiting makes it simple to manage Forms across multiple jobs through our bulk action menu on the All Jobs page. Using the Forms bulk action feature, your organization can remove or copy the same form to multiple jobs. In this article, we will cover how to:

Remove Forms from Multiple Jobs

To remove the same Form from multiple jobs in your organization, click the All Jobs tab on your navigation bar. From the All Jobs page, click Bulk Actions.

Screen_Shot_2018-11-16_at_9.04.02_AM.png

Select all jobs that should be included in the bulk action by placing a check next to the job name.

When finished, click Forms and select Remove Form from the dropdown menu.

Screen_Shot_2018-11-16_at_9.17.21_AM.png

From the subsequent dialog box, use the provided dropdown menu to select a Form to remove. The dropdown menu will list the Forms (grouped by the same name) across all the jobs included in the bulk action. Once a Form is selected, the dialog box will list all the jobs that will be included in the bulk remove. 

Note: Jobs originally selected for the bulk action without a matching Form on their account will not be included in the bulk remove process.

Click Bulk Remove Form.

Screen_Shot_2018-11-16_at_9.39.31_AM.png

A dialog box will confirm that the form was successfully removed from the listed jobs.

Copy Forms to Multiple Jobs

To copy the same Form to multiple jobs in your organization, click the All Jobs tab on your navigation bar. From the All Jobs page, click Bulk Actions.

Screen_Shot_2018-11-16_at_9.04.02_AM.png

Select all jobs that should be included in the bulk action by placing a check next to the job name.

When finished, click Forms and select Copy Form from the dropdown menu.

Screen_Shot_2018-11-16_at_9.53.30_AM.png

From the subsequent dialog box, use the provided dropdown menu to select a Form that will be copied to other jobs. 

Note: Greenhouse Recruiting will not copy a Form to any job that has a Form with the same name. Jobs excluded for this reason will be referenced in the dialog box.  

Click Bulk Copy Form.

Screen_Shot_2018-11-16_at_10.05.13_AM.png

The selected Form will be copied to all jobs included in the bulk action (except for jobs who already have a Form with a matching name).