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Sorting Applicants from External Form [Advanced]
Sorting Applicants from External Form [Advanced]
Updated over a month ago

If you chose NOT to use Fountain's Application Form as part of the position, you may need to create sorting conditions in order for your applicants to get sorted into the right Opening. Otherwise, incoming applicants created through external application forms and webhooks will go into the default Opening, typically the first opening you created.

How Sorting Conditions Work

Each Opening has its own sorting conditions for which you can set the criteria.

  • When an applicant matches the Opening's Sorting Conditions, the applicant will be placed in that Opening's workflow.

  • When an applicant is placed into Fountain, they will move sequentially from one Opening to the next until they hit a Sorting Condition that matches.

  • If you have an incomplete Sorting Condition set up in an Opening, or if an applicant does not match the sorting condition of any Opening, all applicants will land in the Default Opening.

  • Fountain takes in applicants from as many sources (forms) as you would like.

Each application has a Name, Email, and Phone Number, as well as a number of other fields, depending on your form.

However, if you use a non-Fountain form (i.e. Wufoo, Typeform, custom forms, etc.), our platform automatically sorts and places these applicants into the correct Opening based on your Sorting Condition(s). For example, using Sorting Conditions, you can place applicants living in Seattle to an Opening that is specific to Seattle.

Setting Up Sorting Conditions

  1. In your Fountain account, go to Jobs on the top navigation bar. Click Openings.

  2. Click on 3 dots next to the opening name > Edit Job Details for the Opening that you would like to add the Sorting Condition to.

  3. Click on Advanced Settings at the bottom of the window.

    Sorting_applicants_exeternal_form_2.jpeg

  4. You can select whether you want the applicant to match all or any of these sorting conditions by toggling the Match All Conditions on the top right of the Applicant Sorting section.

  5. Click the green Add Condition button below Applicant Sorting.

  6. The first dropdown contains all fields that have been pushed into Fountain from the applicants that were created. The second field is the response that is recorded from the form. It has to match EXACTLY to what is on the form (case-sensitive).

    Sorting_applicants_exeternal_form_3.png

  7. Click the green + button on the right of the condition to add another sorting condition. Fill this out for all the openings you want to sort applicants in.

  8. Click the blue Save button, and now you are all set to sort applicants into your Openings!

Important Note: Populate Values

If no applicants have been created, there will be no fields to choose from when completing step 6. Please apply with a form to populate the fields.

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