The Data Validation feature allows you to validate or append new information to a particular stage. It is triggered when applicants are manually inserted into a stage to verify the applicant has met all requirements in the workflow; including requirements in stages they may have bypassed.
Data validation must be set up on a manual stage move. If you set up data validation on a stage that has applicants move in automatically, the data validation will be inapplicable.
Adding New Data Validation
To add a new data validation, follow the steps below:
Click your initials in the top right of any Fountain screen. Click Company Settings then Data Validation under App Settings on the left-hand side.
Click Add Validation.
Type a title for your Validation Group and select the stages you want to validate.
Choose the fields you want to validate by clicking Add Question.
When selecting fields to validate, you'll be able to add different types of fields. You can select a pre-existing field (already in Applicants' Profiles), so the data validation would update the existing field value, or you can add a new field, and it will be added to Applicants' Profiles.
Click Save.
Using Data Validations
Data validations are triggered when moving applicants forward manually.
On the Applicant Table or Universal Applicant View, find the applicant(s) you want to move.
Move applicants to the stage you added in the Data Validation Group.
In the pop-up window, answer any questions, and then click Confirm and Move.