Recently Updated Pages
😎 Export "Impersonate link" for a Portal (including a specific Tab)
The use case here is a school that wanted a query with direct links to impersonate a person recor...
Query Application Logic
Until Application Logic gets its own query base (🔐 requires login), you can query your hard and s...
Copying Prompt Value Mappings
Ever wondered if it's possible to copy Prompt Value Mappings from one field to another when set...
Setting Source Format Mapping Destinations Programmatically
Using your browser console, it's possible to set the mapping destination in a Source Format witho...
🧱 Built-In Query Parameters
@base UNIQUEIDENTIFIER ,@run UNIQUEIDENTIFIER ,@query UNIQUEIDENTIFIER ,@user UNIQUEIDENTIFIER...
🧑💻 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...
🧑🎓 Learning Slate
Navigating the intricacies of a robust CRM like Slate is a fundamental challenge for Slate captai...
🖨 Decision Letter Printing
Generally speaking, there are three pipelines for printing decision letters in Slate. 1. PDF Exp...
⚗️ Liquid Markup Interactive Examples
Technolutions created this helpful form which includes documentation on Liquid markup presented i...
📧 Emailing Slate Query Results
When building reports in Slate there is an option for automatic mailings to be sent with updated ...
🩺 Dr. Strangequery Or: How I Learned to Stop Worrying and Love Configurable Joins
Jon Rowand joined the Graduate Slate Community Users Group (GSCUG) quarterly meeting on July 14...
📧🔑Mailing Tracking Keys
When sending a mailing with deduping option set to "Do not dedupe messages" or "Send only one mes...
🤹 Custom Datasets
Overview Slate users are all working to make the most of their Slate instances. Often this inclu...
🧑🔬 Faculty Portals
Overview While it's a generalization, faculty users are often among the most challenging to sati...
🔨 Controlling Rule Execution Order
How can I control the order in which Slate's automation rules run? I need these three rules to ...
📅 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 ...
👥 Consolidate Records
Consolidate Records is the tool available in Slate to resolve issues with duplicate records. You...
GET Data from External Endpoint
This page is a draft. Click Edit in a Source Format and use the Import Automation tab. The foll...