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🔁Trigger Automatic Refresh with Slate Loop

This article will outline how to build an automatic retroactive refresh using a Slate Loop to tri...

📐Liquid Markup - Bullet List Tips

One early challenge in using Liquid Markup is using liquid in a list, and ending up with blank bi...

✖️Exit Impersonation on Custom Portal Pages

One challenge of using a custom portal that renders with "Framework - No Branding" is that the de...

📧 Extracting and Inserting HTML Source Code for Deliver Mailings / Templates

This page expands on the more general Editing Page Adding to Source article in focusing on its ap...

💲 Importing Application Payment Activities

Summary You cannot import data to the [payment] table in Slate via Upload Dataset , but you ca...

Best Practices for Graduate Schools Using Slate

Every graduate school operates differently, but many experience similar challenges when managing ...

🔗Access Account URL for New Accounts with Temporary PIN

If you need to build your own "Access Account" URL when you generate a temporary PIN for new acco...

🚮Bulk Deleting Data from SSO Username Field

In the event you realize you need to clear out the data from the SSO Username field for a batch o...

❯❯❯❯❯ Sending Scheduled Exports to External Vendors

Overview Here are the comprehensive steps a Slate administrator should follow to set up secure d...

Who’s Knocking? Tracking Slate Portal Access with Logins + Pings

Scenario Picture this: Your institution just launched a shiny new Slate portal—maybe a status po...

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