How to create a data set in the Candidates App?

Updated on March 2, 2022 09:19PM by Admin

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. You can configure to allow your employees to view and have access to the candidates assigned to them and other employees’ records within the team, for effective collaboration.

Configuring Data Sets is a Two-step process

  • Create Data Sets
  • Assign Data Set to employees

Steps to create a Data Set:

  • Log in and access the Candidates App.
  • Click on the More(...) icon and select Settings.
Candidates - Settings
  • Go to Settings → Security → Data Sets and click on the Create button.
Can - DS Create
  • The Create Data Set page will be displayed, Here enter:
    • Name - Name of the data set.
    • Description - Description of the data set.
    • Enabled - Slide the toggle ON to enable the data set.
    • The Criteria is the space where you can define the condition. Here, the criteria are set as “Skills = C, Java”. This specifies that all the Candidates with skills C, Java will be grouped as a set.
Can - Criteria
  • Click Create once done.
Can - DS Created
  • Similarly, you can create multiple data sets.

Steps to Assign Data Sets to Employees:

  • Select Data Access Sets which are under the drop-down menu of Security.
  • Click on Add button displayed on the right panel of the Data Access Sets page.
Can - DAS Add
  • Click on the Search icon in the Employee Name column.
  • From the popup, select the required employee and click on the Select button.
  • Now click on the drop-down of Data Access which provides the lists of Data Sets that you have created. Select the Data Set.
Can - DAS Select DS
  • Click on the Tick icon to save.
Can - DAS Save
  • Now the data set is assigned to the employee that you’ve chosen for your business needs. Therefore, data access is provided for the specific employee.
Can - Albert