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๐Ÿ’‰ Warn if MMR Date Is Too Early ๐Ÿ‘ถ

Slate ๐Ÿฅฃ Easy Recipes

You might want to alert someone processing MMRโ€™s in a Workflow that the MMR was received before t...

Updated 10 months ago by Wyatt Best

๐Ÿงณ Suitcase Links Provided by Technolutions

Slate ๐Ÿฅฃ Easy Recipes

Technolutions provides clients with dozens of Suitcase links that allow you to import these sampl...

Updated 10 months ago by Megan Story

๐Ÿ“… Setting Minimum and Maximum Dates for a Calendar Widget

Slate ๐Ÿฅฃ Easy Recipes

When using the calendar element on a form in Slate, you may wish to restrict the available date o...

Updated 10 months ago by Wyatt Best

๐Ÿ”˜ Rename the Submit Button

Slate ๐Ÿฅฃ Easy Recipes

Insert the following script into your form to rename theย Submit button to Next: $('button.defaul...

Updated 10 months ago by Wyatt Best

๐Ÿ” Restrict Portal Access by Realm

Slate ๐Ÿฅฃ Easy Recipes

Hereโ€™s how you can restrict a portal with User security to only users who have been granted acces...

Updated 10 months ago by Wyatt Best

๐Ÿ” Retaining Person and School-Scoped Data from Applications

Slate ๐Ÿฅฃ Easy Recipes

Institutions using Slate face an issue retaining data that isn't application-scoped when allowing...

Updated 10 months ago by Wyatt Best

Set Default Value Formula for Prompt-Based Field

Slate ๐Ÿฅฃ Easy Recipes

Yes, you can use Default Value Formulas with prompt-driven fields. Your formula must output th...

Updated 10 months ago by Wyatt Best

โ›” Removing Irrelevant Links on Profile Tab

Slate ๐Ÿฅฃ Easy Recipes

By default, person records in your Slate admissions instance will include links to information ...

Updated 10 months ago by Megan Story

Removing Special Characters from Exports

Slate ๐Ÿฅฃ Easy Recipes

If you need to remove a single special character from an export, such as a phone number, you can ...

Updated 10 months ago by Wyatt Best

๐Ÿ‘ฏ Querying on Potential Twins

Slate ๐Ÿฅฃ Easy Recipes

Here is an easy way to identify potential (likely) twins in your instance. By starting on the Per...

Updated 10 months ago by Peter McKay

๐Ÿ“œ Differences Between Old and New Transcript Checklist Items

Slate ๐Ÿ“š Reference

Sometime around 2020, Technolutions changed the default transcript checklist generation method in...

Updated 11 months ago by Wyatt Best

๐Ÿง‘โ€๐Ÿ’ป Configurable Joins from an IT Perspective

Slate ๐Ÿ“š Reference

IT users dropped into Slate for the first time are often frustrated by Configurable Joins. Wha...

Updated 11 months ago by Wyatt Best

๐Ÿ“Š Reporting in Slate

Slate ๐Ÿ“š Reference

Overview Many institutions launch Slate full of enthusiasm over the expanded access to data it o...

Updated 11 months ago by Isaac Best

โš™ Database Table Locations

Slate ๐Ÿ“š Reference

Where is that thing stored? ๐Ÿ•ต๏ธโ€โ™‚๏ธ Item Table(s) Comments Form Prompt Condit...

Updated 11 months ago by Wyatt Best

GET Data from Slate

Slate ๐Ÿ”Œ The Slate API

GET requests are very easy. Create your query and turn it into a web service with theย Edit Web Se...

Updated 11 months ago by Wyatt Best

๐ŸชœUpgrading from Reader to Workflow

Slate ๐Ÿ“š Reference

Congratulations on making the move from the legacy Reader to Workflows! This transition brings en...

Updated 11 months ago by Megan Story

๐Ÿ›๏ธ Controlling Report Column Width

Slate ๐Ÿฅฃ Easy Recipes

By default, each column is equal width. Portrait reports are 900px wide Landscape reports are...

Updated 11 months ago by Megan Story

๐ŸŒ‰ Inbox Gateway Automatch Portal

Slate ๐Ÿ‘ฉโ€๐Ÿณ Harder Recipes

Join the conversation on the related Slate Community post Are your users tired of matching messa...

Updated 11 months ago by Megan Story

๐Ÿงฎ Origin Source Calculations

Slate ๐Ÿ“š Reference

Origin Source Dates For Source Format origin sources, the [date] column in [origin] comes from...

Updated 11 months ago by Megan Story

๐Ÿคท Why Transition to Configurable Joins

Slate ๐Ÿ“š Reference

Institutions that have been in Slate for several years often have a deep library of queries and r...

Updated 11 months ago by Megan Story