📚 Reference
📅 Calendar vs Date Form Elements 📆
Summary Generally, Slate stores date values in custom fields as text, even when the field data...
✔ Checklist Custom Statuses
We generally advise against using custom checklist statuses. The XML configuration section of a ...
🧑💻 Configurable Joins from an IT Perspective
IT users dropped into Slate for the first time are often frustrated by Configurable Joins. Wha...
👥 Consolidate Records
Consolidate Records is the tool available in Slate to resolve issues with duplicate records. You...
🔨 Controlling Rule Execution Order
How can I control the order in which Slate's automation rules run? I need these three rules to ...
⚙ Database Table Locations
Where is that thing stored? 🕵️♂️ Item Table(s) Comments Form Prompt Condit...
🖨 Decision Letter Printing
This article is out of date. Slate now features two PDF rendering engines; the author has not eva...
📜 Differences Between Old and New Transcript Checklist Items
Sometime around 2020, Technolutions changed the default transcript checklist generation method in...
📔 Documenting Slate
Why There is so much work to do that documentation can fall to the wayside, but then there’s a s...
✋ Don't Panic - Solutions to Slate Things That Induce Panic
😮 You’re Seeing All Rounds as Open When You Impersonate an App Slate still knows it’s you wh...
🧑💻 Impersonating Applications
If you have the Person Impersonate permission, you can impersonate an application, but like Icaru...
🧑🎓 Learning Slate
Navigating the intricacies of a robust CRM like Slate is a fundamental challenge for Slate captai...
🏘️ Making the Most of the Slate Community
Slate Community Overview One of the best parts of using Slate is having access to the community ...
🔐 Managing Query Use in Slate
One of the features that tends to excites institutions new to Slate is the ability for staff to h...
📦 Materialized Views and Custom SQL
Materialized Views are queries that save their output to a custom table. Cron jobs refresh the da...
🙋 Materials vs Documents
What's the difference between the [material] and [document] tables? The [document] table sup...
🏗️ Recreating Slate Template Library Filters in Configurable Joins
Whether you love configurable joins or not, they’re often the best option. But what about the t...
🏫 Renaming the Organizations Dataset
Can I rename the Organizations dataset to something more appropriate, like Schools? 🤔 You ca...
📊 Reporting in Slate
Overview Many institutions launch Slate full of enthusiasm over the expanded access to data it o...
🗂️ Retention Policy Best Practices
Slate’s Retention Policy Editor is available as a way for schools to remove data from Slate and c...
🎫 Slate-Based Ticketing Systems
🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...
⚡ Slate Form JavaScript Quick Reference
Here are bits and pieces we often reach for when working with Slate forms. Wait for the page t...
🔗Slate Instance Domain/URL Ch-Ch-Ch-Ch-Changes🎵
My institution is embarking on a domain/url change. What to do in Slate? For example, "www.sla...
🔧 Slate User-Defined SQL Functions
The official documentation has a helpful page on User Defined SQL Functions. However, as the page...
🗺 Source Format Mapping Destinations
Dataset > Standard Query Library > Upload Dataset Destinations has a machine-generated version of...
❇️ Status Portal Behavior
This article is based on testing and observation. 🤔 Which application does /apply/status redirec...
🏔️ Slate Summit 2024 Presentation Resources - Solutions in Action: Real-World Troubleshooting
Welcome! You're probably here because you attended the 2024 Slate Summit presentation Solutions i...
👨🔬Test vs Production Environments 👩🔬
This article is a stub. The official Test Environments Knowledge Base article documents most of ...
↔️ Translation Codes and Content Blocks
Content blocks are useful in mailings and portals to provide custom content based on either data ...
🤔 Unfamiliar Academic Terminology
Many Slate users come to Slate from the world of academia, but others have little to no direct pr...
🤷 Why Transition to Configurable Joins
Institutions that have been in Slate for several years often have a deep library of queries and r...
🗄 Why Archive Queries?
Why bother archiving or deleting old queries when there's no limit on how many we can have in S...