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Add JavaScript and CSS to Forms/Events the Easy Way

Slate Skills

Slate provides an "easy button" to add scripts and CSS to a form. Other, more complex methods inv...

Updated 4 months ago by Wyatt Best

Episode Six - Summit 2024 and Beyond

The ReWorkflow Podcast

We hope listening to this episode helped you feel equipped for Summit and your return home after ...

Updated 5 months ago by Megan Story

πŸ‘₯ Consolidate Records

Slate πŸ“š Reference

Β Consolidate Records is the tool available in Slate to resolve issues with duplicate records. You...

Updated 5 months ago by Isaac Best

πŸ§‘β€πŸ’» Configurable Joins from an IT Perspective

Slate πŸ“š Reference

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

Updated 5 months ago by Isaac Best

βœ” Checklist Custom Statuses

Slate πŸ“š Reference

We generally advise against using custom checklist statuses. The XML configuration section of a ...

Updated 5 months ago by Isaac Best

Important Gotchas

Slate πŸ”Œ The Slate API

While we wish that we could directly connect Slate to every third-party API, there are two genera...

Updated 5 months ago by Wyatt Best

Field Search Tool

Slate Analysis

Finding custom field usage in forms is easy, thanks to the Field Search tool! You'll find it unde...

Updated 5 months ago by Isaac Best

Bin Movement Rule not Replacing Readers πŸ‘“

Slate 🎟 Real-World Tickets

Problem A bin movement rule is working fine in most cases, but a small subset of applications ar...

Updated 5 months ago by Isaac Best

Application Status Not Showing on Tab

Slate 🎟 Real-World Tickets

By default, the Application Status field displays in lightweight text next to the bolded applicat...

Updated 5 months ago by Isaac Best

Overview

Slate πŸ”Œ The Slate API

Does Technolutions Slate have an API? πŸ€” We get this question all the time, and the answer is...

Updated 5 months ago by Isaac Best

πŸ“§ Extracting and Inserting HTML Source Code for Deliver Mailings / Templates

Slate πŸ₯£ Easy Recipes

This page expands on the more generalΒ Editing Page Adding to Source article in focusing on its ap...

Updated 5 months ago by Isaac Best

🍼 Birth Fields on Custom Per Page

Slate πŸ₯£ Easy Recipes

Replacing the stock per page with a Slate-Hosted Application Page has great benefits, like a beau...

Updated 5 months ago by Isaac Best

πŸ“† Adding a Date Picker to a Report with JavaScript

Slate πŸ‘©β€πŸ³ Harder Recipes

This article is a work in progress. Suppose you had a report with a parameter like weekof that d...

Updated 5 months ago by Wyatt Best

Converting Time Zone in Queries

Slate πŸ‘©β€πŸ³ Harder Recipes

How can I export dates and times in another timezone? πŸ€” Converting between time zones in Sla...

Updated 5 months ago by Wyatt Best

πŸŽ› Conditionally Show or Hide Related Events

Slate πŸ‘©β€πŸ³ Harder Recipes

It's easy to use Conditional Logic in Slate forms to control display of an entire Related Events ...

Updated 5 months ago by Megan Story

πŸ§‘β€πŸ€β€πŸ§‘ Group Report Rows by Week

Slate πŸ‘©β€πŸ³ Harder Recipes

By setting your table's Group By to a timestamp export and using Format Type: Custom SQL, you can...

Updated 5 months ago by Megan Story

πŸ•ΉοΈ Control Hidden Related Event Selectors

Slate πŸ‘©β€πŸ³ Harder Recipes

This article is a stub. Control a hidden related event selector via checkboxes: //Find hidden r...

Updated 5 months ago by Megan Story

Exclude Uploaded Materials from Document Export

Slate πŸ₯£ Easy Recipes

When exporting from Configurable Joins - Document base to a document management system (BDM, OnBa...

Updated 5 months ago by Wyatt Best

πŸ’² Importing Application Payment Activities

Slate πŸ₯£ Easy Recipes

Summary You cannot import data to theΒ [payment] table in Slate via Upload Dataset , but you ca...

Updated 5 months ago by Wyatt Best

πŸ“œπŸŒŒ Content Blocks for Script Reuse in Portals

Slate πŸ₯£ Easy Recipes

Did you know? You can use content blocks (snippets) without any merge fields/query involvement. ...

Updated 5 months ago by Megan Story