Slate

Slate provides an "easy button" to add scripts and CSS to a form. Other, more complex methods inv...

Many pages in this KB and many forum posts will advise you to paste some code into a static con...

🤔 How do I open the console? Browsers typically include a set of tools geared towards web de...

New to bookmarklets? Learn more about them. Switch to test: javascript: dbname = $('.footer_mac...

Ever wished you could go faster in the Slate query builder? 🚀 Wish you didn’t have to move the mo...

Ever wondered if it's possible to copy Prompt Value Mappings from one field to another when set...

Paste these code snippets into your browser's developer console to save yourself a lot of clickin...

Until Application Logic gets its own query base (🔐 requires login), you can query your hard and s...

This is a work in progress. Only tested with CJ queries. Given the GUID of a query, this will sp...

Ever needed to quickly rename a large number of query exports? For example, you're querying on a ...

To rename a folder in rules: Select all rules in the existing folder (gear icon -> Select All)...

This page is under construction. SELECT fmap.c.value('@src', 'nvarchar(max)') AS src_field ,fm...

Finding custom field usage in forms is easy, thanks to the Field Search tool! You'll find it unde...

This query finds forms that are Person- or Application Creation-scoped and are not included any a...

This has been lightly tested. Please email us at support at reworkflow.com if you find inaccuraci...

These queries will find rules that set fields with user prompts or Reader queues where the user i...

🔎 How can I find which rule(s) reference a particular checklist group? Hopefully someone put...

Although it's possible to query for Source Formats with unmapped prompt values, this query is not...

The Fields Search tool only goes so far. Here’s some helpful SQL that can help directly search th...

A CJ version of this query can be easily imported from a Suitcase: 4e5a7b48-104c-481d-8857-b5ce11...

Need to query for queries that export to a particular server? In this example, 34.200.21.44 is th...

Need to find all queries that use a particular filter or export? This will search for query filte...

Finding which rule is assigning a bin requires knowing the bin's GUID. You can query this from th...

Adding a little JavaScript to the login page instructions can allow students, staff, etc. the cho...

Ever wanted to automatically register students via a hidden Related Event Selector on a form? For...

Replacing the stock per page with a Slate-Hosted Application Page has great benefits, like a beau...

Address blocks default the Country field to United States 🇺🇸. What a particular form is targeted ...

Did you know? You can use content blocks (snippets) without any merge fields/query involvement. ...

Suppose you have a form with a student's address and a parent's address. You might wish to allow ...

When exporting from Configurable Joins - Document base to a document management system (BDM, OnBa...

To automatically expand all rows in a report, put this HTML into static content block’s Source: ...

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

If you utilize the "Hide Label" option on a rating scale (Likert), you'll notice that a weird spa...

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

Installing Plausible Analytics in Slate is easy if you take two necessary steps into account. XS...

By default, person records in your Slate admissions instance will include links to information ...

If you need to remove a single special character from an export, such as a phone number, you can ...

Insert the following script into your form to rename the Submit button to Next: $('button.defaul...

Here’s how you can restrict a portal with User security to only users who have been granted acces...

Institutions using Slate face an issue retaining data that isn't application-scoped when allowing...

Yes, you can use Default Value Formulas with prompt-driven fields. Your formula must output th...

When using the calendar element on a form in Slate, you may wish to restrict the available date o...

Technolutions provides clients with dozens of Suitcase links that allow you to import these sampl...

You might want to alert someone processing MMR’s in a Workflow that the MMR was received before t...

How can I change Slate reports to display and wrap the entire label instead of cutting it off w...

What if you want to add student’s institutional email addresses to Slate? 🤔 Let’s suppose you suc...

This article is a stub. https://github.com/WyattBest/EDUPowerTools/blob/master/Slate/encoura_sco...

This article is a work in progress. Suppose you had a report with a parameter like weekof that d...

It's easy to use Conditional Logic in Slate forms to control display of an entire Related Events ...

This article is a stub. Control a hidden related event selector via checkboxes: //Find hidden r...

How can I export dates and times in another timezone? 🤔 Converting between time zones in Sla...

If your staff correct school records based on transcripts, you can pre-load information from scho...

By setting your table's Group By to a timestamp export and using Format Type: Custom SQL, you can...

🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...

Slate provides several different options for displaying information to an end user. For instance,...

The Why The top navigation menu on the Slate homepage provides direct links to some additional S...

🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...

Join the conversation on the related Slate Community post Are your users tired of matching messa...

Ever wanted to allow students to download materials from their status portal? Join to Materials a...

Is it possible to move messages from one Slate instance to another? 🤔 No, you can't import d...

One piece of implementing a Custom Reference Page is the Custom List Fields that the widget-scope...

Have you ever wanted to allow persons/end users to input HTML? You might do this to allow a perso...

Configurable Joins makes it easy to use the aggregate SQL functions like SUM() or MAX(). Howeve...

Ever wanted to see how many records remain across many call lists? Import this example portal to ...

Does Technolutions Slate have an API? 🤔 We get this question all the time, and the answer is...

While we wish that we could directly connect Slate to every third-party API, there are two genera...

GET requests are very easy. Create your query and turn it into a web service with the Edit Web Se...

Posting to a Source Format Define a Source Format within Slate, then click the Web Services link...

This page is a draft. Click Edit in a Source Format and use the Import Automation tab. The foll...

This page is a draft. Use the Schedule Export button in the query builder and select "Web Servic...

Summary Generally, Slate stores date values in custom fields as text, even when the field data...

We generally advise against using custom checklist statuses. The XML configuration section of a ...

IT users dropped into Slate for the first time are often frustrated by Configurable Joins. Wha...

 Consolidate Records is the tool available in Slate to resolve issues with duplicate records. You...

How can I control the order in which Slate's automation rules run? I need these three rules to ...

Overview Slate users are all working to make the most of their Slate instances. Often this inclu...

Where is that thing stored? 🕵️‍♂️ Item Table(s) Comments Form Prompt Condit...

Generally speaking, there are three pipelines for printing decision letters in Slate. 1. PDF Exp...

Sometime around 2020, Technolutions changed the default transcript checklist generation method in...

Why There is so much work to do that documentation can fall to the wayside, but then there’s a s...

Jon Rowand joined the Graduate Slate Community Users Group (GSCUG) quarterly meeting on July 14...

😮 You’re Seeing All Rounds as Open When You Impersonate an App Slate still knows it’s you wh...

When building reports in Slate there is an option for automatic mailings to be sent with updated ...

Overview While it's a generalization, faculty users are often among the most challenging to sati...

If you have the Person Impersonate permission, you can impersonate an application, but like Icaru...

Navigating the intricacies of a robust CRM like Slate is a fundamental challenge for Slate captai...

Technolutions created this helpful form which includes documentation on Liquid markup presented i...

When sending a mailing with deduping option set to "Do not dedupe messages" or "Send only one mes...

Jon Rowand's PPT slides from his presentation on the Slate Stage at the 2022 Slate Innovation F...

Slate Community Overview One of the best parts of using Slate is having access to the community ...

One of the features that tends to excites institutions new to Slate is the ability for staff to h...

Materialized Views are queries that save their output to a custom table. Cron jobs refresh the da...

What's the difference between the [material] and [document] tables? The [document] table sup...

Official Ping Documentation Columns Name Purpose Notes identity Row key ti...

Can I create QR codes with Slate? 🤔 Slate has two methods for creating QR codes. Only one is...

Whether you love configurable joins or not, they’re often the best option. But what about the t...

Can I rename the Organizations dataset to something more appropriate, like Schools? 🤔 You ca...

Overview Many institutions launch Slate full of enthusiasm over the expanded access to data it o...

Slate’s Retention Policy Editor is available as a way for schools to remove data from Slate and c...

Overview This page is devoted to Slaters considering or actively working in Slate instances that...

🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...

Here are bits and pieces we often reach for when working with Slate forms. Wait for the page t...

My institution is embarking on a domain/url change. What to do in Slate? For example, "www.sla...

The official documentation has a helpful page on User Defined SQL Functions. However, as the page...

Dataset > Standard Query Library > Upload Dataset Destinations has a machine-generated version of...

This article is based on testing and observation. 🤔 Which application does /apply/status redirec...

Welcome! You're probably here because you attended the 2024 Slate Summit presentation Solutions i...

This article is a stub. The official Test Environments Knowledge Base article documents most of ...

Content blocks are useful in mailings and portals to provide custom content based on either data ...

Many Slate users come to Slate from the world of academia, but others have little to no direct pr...

This information is based on observation, not the official documentation.These lists are not exha...

Why bother archiving or deleting old queries when there's no limit on how many we can have in S...

Institutions that have been in Slate for several years often have a deep library of queries and r...

Overview Workflows are a powerful update to the legacy Reader module in Slate. Transitioning to ...

By default, the Application Status field displays in lightweight text next to the bolded applicat...

Problem A bin movement rule is working fine in most cases, but a small subset of applications ar...

Symptom: Cannot add anything to a portal view. The three dots do not disappear from the page. Whe...

Symptoms User sees: An error has occurred retrieving these results. when viewing a dataset recor...

Usually, enabling CJ filters in a form is as simple as deleting the STL/Local filters, saving the...

Some users noticed that the delivered, custom SQL Fraud Query had become so slow that it timed ou...

🛳 Ahoy! Non-Slate content ahead! Ever needed to move the edconn8.mdb file, perhaps because you a...

Problem Records were not matching on First + Last + DOB when importing, but the incoming data we...

We received report of a material uploader not appearing as expected on a form. The user who repor...

Documents exported from Slate to Perceptive Content were all coming through as portrait format, e...

Slate offers a form embed widget in portals, but what if you want to open a Slate form in a dif...

FW.Dialog.Center(offset) offset = {left: 50, top: 50}; // Optional; useful for cascading dialo...

This function calls jQuery's ajax() function behind the scenes and provides some handy extra func...

Function This function generates a modal pop-up dialog without reloading the page. The uri is of...

This function initializes the "three dots" overlay that indicates something is loading/happening....

Removes the "three dots" progress overlay from the screen, if present. This function is idempoten...