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Setting Source Format Mapping Destinations Programmatically

Slate Skills

Using your browser console, it's possible to set the mapping destination in a Source Format witho...

Updated 1 year ago by Wyatt Best

🧱 Built-In Query Parameters

Slate πŸ“š Reference

@base UNIQUEIDENTIFIER ,@run UNIQUEIDENTIFIER ,@query UNIQUEIDENTIFIER ,@user UNIQUEIDENTIFIER...

Updated 1 year ago by Megan Story

πŸ§‘β€πŸ’» Impersonating Applications

Slate πŸ“š Reference

If you have the Person Impersonate permission, you can impersonate an application, but like Icaru...

Updated 1 year ago by Isaac Best

πŸ“” Documenting Slate

Slate πŸ“š Reference

Why There is so much work to do that documentation can fall to the wayside, but then there’s a s...

Updated 1 year ago by Isaac Best

πŸ§‘β€πŸŽ“ Learning Slate

Slate πŸ“š Reference

Navigating the intricacies of a robust CRM like Slate is a fundamental challenge for Slate captai...

Updated 1 year ago by Megan Story

πŸ–¨ Decision Letter Printing

Slate πŸ“š Reference

Generally speaking, there are three pipelines for printing decision letters in Slate. 1. PDF Exp...

Updated 1 year ago by Isaac Best

πŸ“§ Emailing Slate Query Results

Slate πŸ“š Reference

When building reports in Slate there is an option for automatic mailings to be sent with updated ...

Updated 1 year ago by Megan Story

🩺 Dr. Strangequery Or: How I Learned to Stop Worrying and Love Configurable Joins

Slate πŸ“š Reference

Jon Rowand joined the Graduate Slate Community Users Group (GSCUG) quarterly meeting on July 14...

Updated 1 year ago by Jon Rowand

πŸ“§πŸ”‘Mailing Tracking Keys

Slate πŸ“š Reference

When sending a mailing with deduping option set to "Do not dedupe messages" or "Send only one mes...

Updated 1 year ago by Wyatt Best

🀹 Custom Datasets

Slate πŸ“š Reference

Overview Slate users are all working to make the most of their Slate instances. Often this inclu...

Updated 1 year ago by Megan Story

πŸ§‘β€πŸ”¬ Faculty Portals

Slate πŸ“š Reference

Overview While it's a generalization, faculty users are often among the most challenging to sati...

Updated 1 year ago by Megan Story

πŸ”¨ Controlling Rule Execution Order

Slate πŸ“š Reference

How can I control the order in which Slate's automation rules run? I need these three rules to ...

Updated 1 year ago by Wyatt Best

πŸ“… Calendar vs Date Form Elements πŸ“†

Slate πŸ“š Reference

Summary Generally, Slate stores date values in custom fields as text, even when the field data...

Updated 1 year ago by Wyatt Best

βœ” Checklist Custom Statuses

Slate πŸ“š Reference

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

Updated 1 year ago by Isaac Best

πŸ‘₯ Consolidate Records

Slate πŸ“š Reference

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

Updated 1 year ago by Isaac Best

GET Data from External Endpoint

Slate πŸ”Œ The Slate API

This page is a draft. Click Edit in a Source Format and use the Import Automation tab. The foll...

Updated 1 year ago by Wyatt Best

Find Rules Assigning Inactive Bins

Slate Analysis

Get this query from our Analysis suitcase: 4e5a7b48-104c-481d-8857-b5ce1148e9e0:rwf Visually, a ...

Updated 1 year ago by Wyatt Best

Analyze Tracking Query Usage

Slate Analysis

Configurable Joins doesn't currently support the [query.run.id] table. Find which queries have t...

Updated 1 year ago by Wyatt Best

πŸ“„ Custom PDFs for the Reader, Downloads, and Document Exports

Slate πŸ‘©β€πŸ³ Harder Recipes

Slate provides several different options for displaying information to an end user. For instance,...

Updated 1 year ago by Wyatt Best

πŸ™‹ Materials vs Documents

Slate πŸ“š Reference

What's the difference between the [material] and [document] tables? The [document] table (te...

Updated 1 year ago by Wyatt Best