Recently Updated Pages
👨👩👧👦Population Rules - Reset or Remove Records from Population
Population rules fall into the class of “membership” rules in Slate. Membership rules are where a...
🔓Update Entity with Unsafe
Have you ever tried to update an entity using a secure form or upload dataset/source format by ma...
🙅♂️ 🙅♀️ Understanding Pending and Rejected Payment Statuses
How Pending and Rejected statuses affect net payment balances and student portal access. The Issu...
⚓Anchor Links in Portals and JavaScript Fixes
If you’ve ever tried to add a "Table of Contents" or internal jump links to a Slate portal page t...
⏱️DateDiff Calculation for Time Between Activities
There are often situations when we are asked to find the amount of time that has passed between t...
✈️ College Visit Portal
At Summit 2025, ReWorkflow co-presented a session called Mapping The Voyage: Tools for Admissions...
📈Timeline Chart Configuration in Reports
Visualizing data in Slate with reports can be very helpful. Timeline charts are a specially built...
CoreCampus Tables
Some commonly used tables in the CoreCampus student information system. Most Common Tables ...
📆Use Date Comparisons in Filters
When you need to compare two dates to return the days-between, either as an export or a filter va...
🔁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...
Zapier / Slate Integration 💻
This documentation covers integrating Zapier, a third-party middleware platform, with Slate. Zapi...