Recently Updated Pages
🔐 Managing Query Use in Slate
One of the features that tends to excites institutions new to Slate is the ability for staff to h...
Episode Six - Summit 2024 and Beyond
We hope listening to this episode helped you feel equipped for Summit and your return home after ...
🧑💻 Impersonating Applications
If you have the Person Impersonate permission, you can impersonate an application, but like Icaru...
📔 Documenting Slate
Why There is so much work to do that documentation can fall to the wayside, but then there’s a s...
📜 Differences Between Old and New Transcript Checklist Items
Sometime around 2020, Technolutions changed the default transcript checklist generation method in...
🖨 Decision Letter Printing
This article is out of date. Slate now features two PDF rendering engines; the author has not eva...
🔨 Controlling Rule Execution Order
How can I control the order in which Slate's automation rules run? I need these three rules to ...
👥 Consolidate Records
Consolidate Records is the tool available in Slate to resolve issues with duplicate records. You...
🧑💻 Configurable Joins from an IT Perspective
IT users dropped into Slate for the first time are often frustrated by Configurable Joins. Wha...
📅 Calendar vs Date Form Elements 📆
Summary Generally, Slate stores date values in custom fields as text, even when the field data...
✔ Checklist Custom Statuses
We generally advise against using custom checklist statuses. The XML configuration section of a ...
🥸 Hiding Slate's Default Dashboards
🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...
Important Gotchas
While we wish that we could directly connect Slate to every third-party API, there are two genera...
Query Application Logic
Until Application Logic gets its own query base (🔐 requires login), you can query your hard and s...
Field Search Tool
Finding custom field usage in forms is easy, thanks to the Field Search tool! You'll find it unde...
📧 Adding to the Dashboard "Connect" Section
What if you want to add student’s institutional email addresses to Slate? 🤔 Let’s suppose you suc...
👓 Editing School Records in Reader Forms
If your staff correct school records based on transcripts, you can pre-load information from scho...
🤺 "Hiding" Links in the Right-Side Navigation Menu of Application Records
🚧Slate Adventures In Progress🚧This page will be updated regularly as we learn of new Slater contr...
Bin Movement Rule not Replacing Readers 👓
Problem A bin movement rule is working fine in most cases, but a small subset of applications ar...
TIFF Exporting to Perceptive Content in Wrong Orientation
Documents exported from Slate to Perceptive Content were all coming through as portrait format, e...