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📈 Install Plausible Analytics
Installing Plausible Analytics in Slate is easy if you take two necessary steps into account. XS...
🇶🇷 QR Codes
Can I create QR codes with Slate? 🤔 Slate has two methods for creating QR codes. Only one is...
Find Unmapped Prompt Values in Source Formats
Although it's possible to query for Source Formats with unmapped prompt values, this query is not...
🙋 Materials vs Documents
What's the difference between the [material] and [document] tables? The [document] table sup...
🔐 Managing Query Use in Slate
Updated SuitcaseOne of the features that tends to excites institutions new to Slate is the abilit...
📞 View Remaining Records in Call Lists
Ever wanted to see how many records remain across many call lists? Import this example portal to ...
Inbox Gateway Automatch Portal
Join the conversation on the related Slate Community post Are your users tired of matching messa...
👤👤 Imports Creating Duplicate Records
Problem Records were not matching on First + Last + DOB when importing, but the incoming data we...
🔗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...
👓 Editing School Records in Reader Forms
If your staff correct school records based on transcripts, you can pre-load information from scho...
🔐 Restrict Portal Access by Realm
Here’s how you can restrict a portal with User security to only users who have been granted acces...
Finding Keywords in Portal HTML Content
A CJ version of this query can be easily imported from a Suitcase: 4e5a7b48-104c-481d-8857-b5ce11...
🔧 Slate User-Defined SQL Functions
The official documentation has a helpful page on User Defined SQL Functions. However, as the page...
POST Data to Slate
Posting to a Source Format Define a Source Format within Slate, then click the Web Services link...
Set Default Value Formula for Prompt-Based Field
Yes, you can use Default Value Formulas with prompt-driven fields. Your formula must output th...
🔏 Retaining Person and School-Scoped Data from Applications
Institutions using Slate face an issue retaining data that isn't application-scoped when allowing...
🧳 Suitcase Links Provided by Technolutions
Technolutions provides clients with dozens of Suitcase links that allow you to import these sampl...
Removing Special Characters from Exports
If you need to remove a single special character from an export, such as a phone number, you can ...
⛔ Removing Irrelevant Links on Profile Tab
By default, person records in your Slate admissions instance will include links to information ...
💉 Warn if MMR Date Is Too Early 👶
You might want to alert someone processing MMR’s in a Workflow that the MMR was received before t...