Recently Updated Pages
❯❯❯❯❯ 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...
🗂️ Retention Policy Best Practices
Slate’s Retention Policy Editor is available as a way for schools to remove data from Slate and c...
💸Better Payment Complete Filters in CJs
On the legacy STL library, there is a filter called "Payment Complete". The quickest way to repli...
Texting (SMS) in Slate
Texting in Slate This article outlines basic configuration of SMS messaging in Slate and includ...
Updating Your School's Fonts, Colors, Logos, and Links Using the Branding Editor
Updating Your School’s Fonts, Colors, Logos, and Links Using the Branding Editor The Branding Ed...
Finding Field Usage
The Fields Search tool only goes so far. Here’s some helpful SQL that can help directly search th...
🕵🏻♂️ The Case of the Missing Defaults: An Entity Widget Mystery
Introduction: Default value formulas in slate can be a useful way to pre-fill form fields u...