Recently Updated Pages
✖️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...
🧹 Retention Policies and Regular System Cleanup - Devices Edition
Maintaining a clean system is an important part in ensuring the efficiency of your Slate instance...
0️⃣0️⃣ Remove leading zeroes in Source Format using Regular Expression (RegEx)
In a recent import, a Slate captain noticed that some CEEBs (org keys) were importing with two le...
🚟Tutorial: Rolling Out Flexbox Dashboards from Clean Slate
Goal: Adapting Clean Slate's Flexbox Dashboard Design To add new dashboards, read the Technoluti...
🟰Tutorial: Examples of Complex Form Calculations Formulas for Multi-Valued Fields
The Technolutions KB has a number of great resources on using Form Calculations: Calculated Fiel...
📊Adding Reports, Portals, and Widgets to the Slate Homepage and Controlling Access to Homepage Content
There are times when it is beneficial to display reports or portals on the Slate Homepage. This a...