Recently Updated Pages
🧑🎓 Learning Slate
Navigating the intricacies of a robust CRM like Slate is a fundamental challenge for Slate captai...
✋ Don't Panic - Solutions to Slate Things That Induce Panic
😮 You’re Seeing All Rounds as Open When You Impersonate an App Slate still knows it’s you wh...
📔 Documenting Slate
Why There is so much work to do that documentation can fall to the wayside, but then there’s a s...
🧑💻 Impersonating Applications
If you have the Person Impersonate permission, you can impersonate an application, but like Icaru...
🔨 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...
✔ Checklist Custom Statuses
We generally advise against using custom checklist statuses. The XML configuration section of a ...
📅 Calendar vs Date Form Elements 📆
Summary Generally, Slate stores date values in custom fields as text, even when the field data...
GET Data from External Endpoint
This page is a draft. Click Edit in a Source Format and use the Import Automation tab. The foll...
Find Rules Assigning Inactive Bins
Get this query from our Analysis suitcase: 4e5a7b48-104c-481d-8857-b5ce1148e9e0:rwf Visually, a ...
Analyze Tracking Query Usage
Configurable Joins doesn't currently support the [query.run.id] table. Find which queries have t...
📄 Custom PDFs for the Reader, Downloads, and Document Exports
Slate provides several different options for displaying information to an end user. For instance,...
🤺 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...
🙋 Materials vs Documents
What's the difference between the [material] and [document] tables? The [document] table (te...
✳ Add Asterisk to Address Block Labels
Slate doesn't offer an easy way to edit some form labels. You can use the Edit Scripts / Styles t...
🫳 Auto-Pick the First Option in a Related Event Selector
Ever wanted to automatically register students via a hidden Related Event Selector on a form? For...
Find Unmapped Prompt Values in Source Formats
Although it's possible to query for Source Formats with unmapped prompt values, this query is not...
🔐 Managing Query Use in Slate
Updated SuitcaseOne of the features that tends to excites institutions new to Slate is the abilit...
👤👤 Imports Creating Duplicate Records
Problem Records were not matching on First + Last + DOB when importing, but the incoming data we...
👓 Editing School Records in Reader Forms
If your staff correct school records based on transcripts, you can pre-load information from scho...