In the Applicant Table you can customize the applicants you're viewing per applicant attributes, such as their background status, document signing status, answers to a question, idle time, their file review status, or whether they have unread messages.

What's Covered?

• Available Filters
• Create a Filter
• Save a Filter
• Apply a Saved Filter
• Edit or Delete a Saved Filter

Available Filters

Create a Filter

1. Select the Applicants tab, then select Universal Applicant View from the dropdown menu.
                      
2. Select Filter by Applicant Data or Filter by Jobs and Stages located above the table. For the purpose of this example, we will select Filter by Applicant Data.
3. Select New Category.
4. Then choose the type of filter you'd like to create. The menu options include video recording, assigned users, Integration stages (background checks, learning platforms, and document signing), etc. You can add multiple categories to your filter; this will search for applicants who meet ALL the conditions you've set.
   
   For the purpose of this example, we've selected Video Recording as our category option. 
                                  
   
   
5. Select + Rule to add a rule. 
                  
6. Select the filtering criteria you'd like to use in the filtering fields. You can also search your list of filters by selecting the dropdown and entering search terms.
   
   You can add multiple rules under the same category. By default, this will search for applicants who meet ALL criteria in your filters rules (i.e. applicants who match Rule A and Rule B).
   
   
   
   

   AND/OR Filters

   When using advanced filters and adding rules, we support both OR and AND filters. The OR filter can be enabled by toggling the dropdown between rules.
   

7. Ensure your Operator(s) you included in the filter rule(s) in the previous step are correct and appropriate for your filtering needs.

   Note

   The operators available will vary depending on what you are filtering for. If you are filtering for dates, or multiple choice data keys the operator you can choose from may vary. Reference the chart below for definitions and use cases when using operators to create your filters.
   
   

   Operator	How it Works	Type
   does not contain	doesn't match any part of the value	The value of the data key is a short answer or paragraph.
   exists	a value exists and is not blank	The value of the data key is a short answer or paragraph.
   does not exist	value doesn't exist or is blank	The value of the data key is a short answer or paragraph.
   includes any	contains any one of following:  can select from a dropdown menu (list) or type in a series of values separated by (,)	Values are known (i.e. multiple choice, dropdown, background check status) or the value of the data key is a short answer or paragraph.
   is equal to any	exact match to any of the following lists separated by (,) or enter. (Accepts values pasted from Excel cells.)	The value of the data key is a short answer or paragraph.
   does not include	value doesn't include any of the following	Values are known (i.e. multiple choice, dropdown, background check status).
   is	on that date	dates
   is before	is before the date	dates
   is after	is after that date	dates
   is equal to	exact match to the value ex: is equal to `Cisco` will results in `Cisco` only	The value of the data key is a short answer or paragraph.
   is not equal to	NOT an exact match to the value	Values are known (i.e. multiple choice, dropdown, background check status) or the value of the data key is a short answer or paragraph.
   contains	matches any part of the value ex: contains `cisco` will result in `San Francisco`, `Ciscos`, `cisco`	The value of the data key is a short answer or paragraph.

   Special Conditions for "Is Equal to Any" Operator

   You can paste your search criteria and values directly from Excel, ONLY IF you're using the Is Equal to Any operator. For more information about this, contact your Fountain representative.
   
   
   
   

8. Click Apply to apply the filter to your table of applicants.

Save a Filter

1. Once you have your filter built, click Save as located at the top of the filters window. 
                      
2. Give your filter a name and click Save. 
   
3. Click the blue Apply button to see it reflected on your table of applicants.
            
4. The filter icon above the table is now updated with the saved filter name that has been applied. 
   

Apply a Saved Filter

1. Click on Filter button above the table.  
2. Click on the Filter Name on top of the filter panel. 
   
   
3. Pick the saved filter from dropdown list. You can also search for your filter here by typing into the search box.
4. Click the blue Apply button to apply the saved filter to your table of applicants.

Best Practice: Groom your Applicant Data Saved Filters