In this article, we will discuss the built-in tooling within Tables, and how it identifies missing data points, prevents invalid entries and automatically updates data based on separate entries.
Contents
Flagging missing data
The Review feature in Tables lets you view
Pending data - changes you have made that have not been saved
Missing data - in our mandatory default fields
Issues - data that has been entered but fails a validation test
You can choose which data points to rievie in the review tab
Or by clicking on the icon in the bottom right of the Tables
Tables will highlight any core data fields that are not populated. Core data fields reflect any data that affects profile completeness. These fields will be highlighted in yellow with an exclamation mark icon.
Invalid data
To protect data integrity, Tables will validate all entries and prevent any data that would cause corruption. If an invalid entry is entered, the field will be highlighted in red with an exclamation mark icon.
Resetting entries
When data in a field has been updated and is highlighted in yellow it is possible to review the previous entry. In the bottom right tab the previous entry is visible.
If you need to undo this entry for any reason you can select Reset to original to revert to the previous entry.
Fields with dependencies
Changes made to certain fields will automatically trigger an update in a separate field, or require information in a separate field. See the table below for reference:
Field type | Affected fields | Dependency |
Role fields | - Department | Changes to any of these fields will update the role effective date.
If this is not desired you can click Reset to original. Can be done at scale. |
Compensation fields | - Salary amount, currency, frequency and note - Bonus amount, currency, frequency and note - Commission amount, currency, frequency and note - Equity amount, currency, frequency and note | Changes to any of these fields will update the associated effective date. |
Employment Start date | - First working day | Changes to employment start date will also change the First working day field.
If this is not desired, you can click Reset to original. Can be done at scale. |
Place of work | - Office location - Remote City and Country | Value must either match one of your office locations are be listed as Remote. If the person is listed remote, the Remote City and Country fields are required. |
Time away | - Time off policy - Policy effective date | Value must match an existing Time off policy name as built in Settings > Time away. |
Basics | - Dietary preference | This option must match our available options: Pescatarian, Vegetarian, Vegan, Halal, Jain, Kosher, Diabetic. |
Employment | - End date | Setting an employment end date will require a Leaving reason to be entered. |
Note: If you are populating custom fields where you have set a Single or Multiple answer preset the data being input must match the options you created.