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❯❯❯❯❯ Sending Scheduled Exports to External Vendors

Slate 🥣 Easy Recipes

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

Updated 22 hours ago by TJ Backofen

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

Slate 🥣 Easy Recipes

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

Updated 3 days ago by Wyatt Best

Zapier / Slate Integration 💻

Slate 📚 Reference

This documentation covers integrating Zapier, a third-party middleware platform, with Slate. Zapi...

Updated 3 days ago by Wyatt Best

POST Data to Slate

Slate 🔌 The Slate API

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

Updated 3 days ago by Wyatt Best

🌏 International Agents Portal Suitcase

Slate 👩‍🍳 Harder Recipes

Tested and confirmed as of September, 2025. Now that Suitcasing is available for Datasets, below...

Updated 3 days ago by Wyatt Best

☎️Phone Dialer in Slate Voice

Slate 🥣 Easy Recipes

When I realized that Slate did not have a native phone dialer for Slate Voice, I decided I'd buil...

Updated 3 days ago by Wyatt Best

Errors Returned from AJAX Portal POST Methods

Slate Slate FW Framework

When you fire a custom SQL POST method and the SQL crashes, the error message is displayed on-scr...

Updated 3 days ago by Wyatt Best

📧Dynamic Sender in Deliver - Dos and Dont's

Slate 🥣 Easy Recipes

It is simple to have a dynamic sender value in the "Sender" field in a Deliver message, but you n...

Updated 1 week ago by Josh Frankenfield

Centering a Pop-Up Form of a Different Scope

Slate Slate FW Framework

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

Updated 2 weeks ago by Wyatt Best

🚮Bulk Deleting Data from SSO Username Field

Slate 🥣 Easy Recipes

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

Updated 3 weeks ago by Josh Frankenfield

🧹 Retention Policies and Regular System Cleanup - Devices Edition

Slate 👩‍🍳 Harder Recipes

Maintaining a clean system is an important part in ensuring the efficiency of your Slate instance...

Updated 1 month ago by Peter McKay

0️⃣0️⃣ Remove leading zeroes in Source Format using Regular Expression (RegEx)

Slate 👩‍🍳 Harder Recipes

In a recent import, a Slate captain noticed that some CEEBs (org keys) were importing with two le...

Updated 1 month ago by Peter McKay

🚟Tutorial: Rolling Out Flexbox Dashboards from Clean Slate

Slate 👩‍🍳 Harder Recipes

Goal: Adapting Clean Slate's Flexbox Dashboard Design To add new dashboards, read the Technoluti...

Updated 1 month ago by Josh Frankenfield

🟰Tutorial: Examples of Complex Form Calculations Formulas for Multi-Valued Fields

Slate 🥣 Easy Recipes

The Technolutions KB has a number of great resources on using Form Calculations: Calculated Fiel...

Updated 1 month ago by Josh Frankenfield

📊Adding Reports, Portals, and Widgets to the Slate Homepage and Controlling Access to Homepage Content

Slate 📚 Reference

There are times when it is beneficial to display reports or portals on the Slate Homepage. This a...

Updated 1 month ago by Kelly Connor Lewis

🗂️ Retention Policy Best Practices

Slate 📚 Reference

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

Updated 1 month ago by Kelly Connor Lewis

💸Better Payment Complete Filters in CJs

Slate 👩‍🍳 Harder Recipes

On the legacy STL library, there is a filter called "Payment Complete". The quickest way to repli...

Updated 1 month ago by Josh Frankenfield

Texting (SMS) in Slate

Slate 📚 Reference

Texting in Slate This article outlines basic configuration of SMS messaging in Slate and includ...

Updated 1 month ago by Alice Byrd

Updating Your School's Fonts, Colors, Logos, and Links Using the Branding Editor

Slate 📚 Reference

Updating Your School’s Fonts, Colors, Logos, and Links Using the Branding Editor The Branding Ed...

Updated 1 month ago by Alice Byrd

Finding Field Usage

Slate Analysis

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

Updated 1 month ago by Peter McKay