Recently Updated Pages
📈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...
POST Data to Slate
Posting to a Source Format Define a Source Format within Slate, then click the Web Services link...
🌏 International Agents Portal Suitcase
Tested and confirmed as of September, 2025. Now that Suitcasing is available for Datasets, below...
☎️Phone Dialer in Slate Voice
When I realized that Slate did not have a native phone dialer for Slate Voice, I decided I'd buil...
Errors Returned from AJAX Portal POST Methods
When you fire a custom SQL POST method and the SQL crashes, the error message is displayed on-scr...
📧Dynamic Sender in Deliver - Dos and Dont's
It is simple to have a dynamic sender value in the "Sender" field in a Deliver message, but you n...
Centering a Pop-Up Form of a Different Scope
Slate offers a form embed widget in portals, but what if you want to open a Slate form in a dif...