Add Validation Rules to Prevent Inconsistent Data

Add validation rules to ensure data consistency by configuring rules that match interview attendee details with corresponding application records.

  1. Navigate to Setup > Object Manager > InterviewClosed The third Stage of Job application flow. This is when the recruiter sets up a job interview between Candidate and Client. Attendee > Validation Rules.
  2. Click New to create the following validation rules:

    Rule Name Error Message Formula Error Location

    Interviewee_Must_Match_AppV2_Contact

    Contact of Interview Attendee of Interviewee type should match ApplicationClosed First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) Contact. RecordType.DeveloperName = 'Interviewee' && TR1_Contact_c <> TR1_Send_Out_Schedule_V2r.TR1Application_V2r.TR1Applicant_c Error Location: Contact field.  
    Contact_Or_UserClosed In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies_Must_Be_Populated One of the Contact or User lookup fields must be populated for the Interview Attendee record. (ISBLANK(TR1_Contactc) && ISBLANK(TR1User_c)) || (NOT(ISBLANK(TR1_Contactc)) && NOT(ISBLANK(TR1User_c))) Top of Page.
    JobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement._Must_Match_Application_Job Job of Interview Attendee should match Application Job. TR1_Job_c <> TR1_Send_Out_Schedule_V2r.TR1Application_V2r.TR1Job_c Job field

 

Tip: Be sure to click Save after creating each rule.