Inserting Submission Requirements
Hard and Soft Fails can be added to an application through the Application Logic function within Slate.
- Select Database on the top navigation bar and select Application Logic.
- Select Insert.
- Enter the following configurations for each desired submission requirement:
- Status - Make your requirement status Active.
- Folder: Keep your records organized by putting them in a folder. Select Other to create a new folder.
- Type - Type should be Submission Requirement.
- Name - Provide the text that will display when the applicant is missing information.
- Warning -Select Hard Fail or a Soft Fail.
- Group - Group is optional. Add a Group here to quickly restrict the requirement to only the applicants who meet the group criteria you set up earlier. Slate will automatically include the filter criteria for the group in the requirement rule.
- Base - Select Applications as the base
Select the Light Bulb for a complete listing of all setting descriptions.
Require Permanent Address
What the submission requirement does:
Prevents submission of the application if the applicant has not entered a permanent address.
Within the Application Logic configuration, set the following:
- Section: Select your Personal Information page, which will begin as per -
- Filters:
- Permanent Address Exists - Returns prospects with (or without) a permanent address.
Who will see this submission requirement?
Applicants who do not have a permanent address.
Require Mailing Address
What the submission requirement does:
Prevents submission of the application if the applicant has not entered a mailing address.
Within the Application Logic configuration, set the following:
- Section: Select your Personal Information page, which will begin as per -
- Filters:
- Mailing Address Exists - Returns prospects with (or without) a mailing address.
Who will see this submission requirement?
Applicants who do not have a mailing address.Require Region for US and Canadian Addresses
What the submission requirement does:
Prevents submission of the application if a US or Canadian permanent address does not have a region.
Within the Application Logic configuration, set the following:
- Section: Select your Personal Information page, which will begin as per -
- Filters:
- Permanent Address (Country) - Returns prospects with a permanent address in the specified country.
- Permanent Address Canadian/US Region Exists - Returns prospects with (or without) a Canadian or US region/state.