2024 Slate Summit Executive Summary
  • 03 Jul 2024
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2024 Slate Summit Executive Summary

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Article summary

Date: June 19 - 21, 2024

Summit by the Numbers

New Features

This list will be updated to indicate the status of each feature as it is published to Production Environments. Links to new and updated documentation will be added as they are made available.

Auditing

Universal Snapshots

Updates to our audit infrastructure allow detailed capturing of object changes and for the serialization of object versions through time in Slate. These enhancements in turn made way for Universal Snapshots. With this feature, changes made to resources like forms and queries are logged alongside a complete capture of the resource as it exists at that moment in time, providing increased productivity, transparency, and accountability.

User Audit Logs

Building on recent behind-the-scenes changes to audit logging infrastructure, User Audit Logs provide a comprehensive view of user actions within Slate. This infrastructure overhaul has significantly reduced the rate of database size growth and utilizes distributed storage to store audit data efficiently. Since migrating to this new infrastructure, over 700 million audit events have been recorded, totaling about 450GB of audit data. Unlike the access log, this audit log combines record access with changes made, allowing users to track actions such as accessing and editing mailings.

Direct SQL Logging

Introducing Direct SQL Logging, a new system in Slate designed to provide comprehensive visibility into data access. This system monitors and logs every successful or attempted login, SQL batch statement execution, and remote procedure call, ensuring users have detailed insights into how their data is being accessed and by whom.

This feature has been published to all Slate production environments as of June 2024.

SFTP Logging

SFTP Logging provides users with comprehensive details on successful and failed logins, file reads and writes, directory changes, deletions, and more. If it happened by SFTP, users now have full insight into the what, who, and when.

This feature has been published to all Slate production environments as of June 2024.

Revert to Snapshot

Ever make a change to an object in Slate that you wish you could undo? Introducing Revert to Snapshot, a feature designed to undo mistakes and effortlessly restore previous versions of Slate objects.

Pull up any snapshot, click Revert, and seamlessly revert back to a prior version. Slate snapshots the current version immediately upon reverting, so if you need to revert your reversion, you can. This enhancement brings new flexibility and power to snapshots, letting users easily recover from errors and maintain data integrity.

Deliver and Communications

Deliver Campaigns

Deliver Campaigns are getting an upgrade!

  • Campaign-level filters & exports: Now, when creating a new campaign, you can determine the desired population by setting filters and standard exports at the campaign level. Mailings can then be evenly paced within the campaign's date range. This eliminates the need for recipient lists, as criteria and exports carry over.

  • Set objectives: You can also define campaign objectives, desired outcomes that, when satisfied, result in the removal of a record from the campaign. Slate records the reason the record was removed from a campaign, which might be because they no longer meet the campaign criteria, or because they achieved a desired objective.

These enhancements simplify campaign creation and outcome reporting.

HTML Editor Autocomplete

HTML Editor Autocomplete is a new capability in Slate HTML editors that provides autocomplete suggestions wherever merge fields are present. Just like the autocompletes in subquery formulas, this functionality provides a quick, clean way to insert merge fields.

Begin typing the liquid markup sequence with {{ and a list of suggested merge fields appears. The pipe | character can also be included to see content block expansions.

HTML Editor Autocomplete streamlines the process of inserting and manipulating merge fields, and makes way for the possibility of other common liquid operations to be suggested in the future.

Save to Outbox

First proposed as a Slate After Dark feature enhancement, Save to Outbox allows users to draft messages directly from a person record and save them to Outbox instead of sending the message immediately. When composing a new email or SMS, users can select the Delay Delivery option and choose Save to Outbox. The drafted message appears in the Ad-Hoc Messages section of Outbox, where it can be reviewed and approved individually or as a batch before being sent.

Content Blocks Editor

Content Blocks are getting a big upgrade! The Content Blocks Editor features a new editor and data structure for easy management, with content blocks stored in their own table, [contentBlock.key].

Users can customize columns and views, and create content blocks with a new format: Text. This new format makes content blocks available in SMS and other text-only locations. The HTML and Text varieties work in dashboards, portals, and any other liquid-capable locations throughout Slate. Additionally, permissions can be added to content blocks, including by user or role.

When Content Blocks Editor is released to Production, all existing content blocks will migrate seamlessly into the new environment.

Translation Codes Editor

A comprehensive overhaul of how Translation Keys are managed within Slate has been completed, enhancing usability and functionality.

Updates include:

  • A revamped editor based on a data structure to capture the keys in [lookup.translation.key]

  • Export labels (similar to Fields)

  • Data type enforcement

  • And notes!

Users can view and edit codes and their corresponding values via the new Translation Codes Editor, including setting friendly export labels that can be leveraged within queries.

Existing translation codes will be seamlessly migrated to this new framework, offering improved management and flexibility.

Delay Delivery Time Zones

Delay Delivery Time Zones gives users precise control over message delivery timing, even from the person record.

When scheduling a message, users can now select between the system time zone (which updates automatically based on your location) and the Recipient Time Zone, with the UTC offset specified based upon the record’s rank 1 address. The delay change (in approximate hours) appears when the time zone selection is made.

Additionally, delay delivery with SMS has been restructured. Now, messages are sent exactly at the desired time—using in-house Slate infrastructure and without passing on any additional costs that would have been incurred were we dependent on external infrastructure.

Events

Event Spaces

Revolutionize event management in Slate with Event Spaces, which let users create precise seating arrangements and tailored event experiences.

For any location-type dataset (for example, Organizations), users now have access to a Spaces tab, letting them create detailed floor plans for various event setups.

These plans include specifications for room dimensions and customizable object placements like tables and seating arrangements. Spaces can then be assigned to specific events, and users will have the flexibility to modify space assignments and allocate seats as needed.

Microsoft 365/Google Calendar Schedule Integration

The new Microsoft 365/Google Calendar Schedule Integration gives users the power to seamlessly synchronize Scheduler availability with Microsoft 365 or Google calendars. This eliminates the need for separate iCal feeds, as events are dynamically added, updated, and removed from users' calendars with any changes to their availability.

When establishing a new calendar feed, users can easily authorize Slate to access their Microsoft 365 or Google calendars, select the desired calendar, and enjoy real-time synchronization without the hassle of manual configurations.

Notifications

Real-Time Notifications

Introducing Real-Time Notifications, a comprehensive framework in Slate that allows users to subscribe to notifications for various events. Users can receive notifications via email, SMS, push notifications, or webhooks for events such as scheduled export completion and import success or failure.

The framework enables users to configure notification targets and select events about which they’d like to be notified. Notifications are delivered in real-time through an asynchronous mechanism to ensure minimal impact on database performance.

This framework consolidates existing email-based notifications into a single, versatile system, providing users with greater flexibility and control over their notifications.

Notification Center

With Real-Time Notifications, we introduce two new delivery methods: Role and User. These methods deliver instantaneous and durable push and in-app notifications to users or users in a role via the new Notification Center, available exclusively in the new interface experience.

When a notification is sent, users can

  • See recent notifications

  • Access a longer history of these notifications

  • Mark notifications as read, or delete them

This feature enables targeted user messaging within Slate, including reminders, suggestions, and user-specific in-app messages.

Deliver to Notification Center

Introducing Deliver to Notification Center, a new method in Deliver that lets users target other users with push and in-app notifications.

When creating a new mailing, users can select Notification Center as the delivery method and build their message with a subject, URL, and body. Recipients are selected from a username field, and users can preview, test, and send the notification as usual.

This feature is ideal for sending in-app reminders and notifications to users, enhancing your intra-Slate communications.

Payments

Recurring Payments Enhancements

Enhancements to Recurring Payments have been made possible by bringing the entire process in-house, eliminating additional costs and opening up new opportunities.

Users can now import recurring payments from other providers easily, with Stripe facilitating secure transfer of cardholder data. Recurring payments are automatically set up for the next year, simplifying reporting, and allowing for modifications in amounts and allocations.

Clients can manage individual payments, initiate refunds, suspend and reactivate payments, and adjust cardholder data. All changes are immediately reflected in data and reporting.

Slate's unified approach contrasts with other systems where payment processing, CRM, gift processing, and reporting are separate, offering cost savings and a comprehensive view across the enterprise.

Batch Gift Entry

This tool caters to the specialized processes of our Advancement clients, streamlining the gift entry process. Batch Gift Entry lets users quickly and efficiently process gifts by providing the ability to configure defaults for new gifts in a particular batch. When adding a new gift to a record within a batch, the Edit Gift popup will display all of those defaults.

Batch Gift Entry lets you search for individuals in an open batch and view a custom Batch Gift Entry dashboard, which can summarize details about the individual and their giving history. Users can also see a running count of gifts entered and their sum at any time. Past entries can be easily edited or deleted as needed.

This feature has been published to all Slate production environments as of June 2024.

📖 Updated documentation: Batch Gift Entry

Matching Gifts

Matching Gifts will allow for policies to be stored on Companies and Foundations records that can then be referenced in order to create potential gifts whenever an employee at that company gives to the institution.

Matching gift policies will be stored in a central repository available to all Advancement databases, and they can contain notes, URLs, payout schedules, and minimum and maximum gift amounts. Users will have the ability to link this data to the existing Companies and Foundations dataset within their database.

When a gift is matched by an organization, the payment information will appear on the Gifts tab with a new Gift Type indicated. This makes for improved reporting on potential gifts.

MOTO Payments

A new way of collecting payments is coming to Slate: Mail Order Telephone Order (MOTO) Payments are now supported via a secure web-based payment processing terminal. When a physical card is not present, this system can be used to capture a payment.

The addition of MOTO Payments allows users to accommodate more payment preferences by offering a blend of traditional and modern services, and will enable you to serve segments of the population that may have otherwise been excluded.

Payment Configurations

Create new payment configurations for different payment accounts. This tool brings the pieces that set up payments under one conceptual roof, and it will migrate all existing data to the new process upon release.

Queries

Excel & Google Sheets Live Sync

Introducing Excel & Google Sheets Live Sync, a new feature in Slate that eliminates the need for manual data transfer between Slate and external spreadsheets.

Users can enable this capability by editing their query. Click Edit Web Service, and select the Excel or CSV/Google Sheets option to create a secure user token for data access. Copy the provided URL into Excel or Google Sheets where appropriate, and the data immediately appears for loading.

Refreshing the data is as simple as clicking a button, ensuring the most up-to-date information is always available. This feature streamlines the process of updating reports and visualizations, making tasks like campus reporting much more efficient.

Direct SQL Connection Broker

Direct SQL Connection Broker is a complete revamp of our direct SQL access mechanisms. Previously, a dynamic firewall was utilized to grant access to specific ports.

Our new connection broker, likely one of the first of its kind, provides users with a simplified way to connect to their database - no custom ports needed. Instead, we will inspect and intercept every single packet, mimicking the behaviors of SQL Server and routing them to the appropriate back-end servers. SSL certs will always be up-to-date, region-aware, and will not require service restarts.

Firewall rules will be updated in real-time, eliminating the need to wait around for IP authorizations. This enhancement caters to the over 6,000 direct SQL user accounts across 1,500+ Slate databases, ensuring a smoother experience for technically-minded users and automated processes.

Direct SQL Custom Access

Introducing Direct SQL Custom Access, a new approach to granting permissions for users with direct SQL access. This feature provides a middle ground between granting access to all of the data in Slate or nothing.

Users can now grant access to specific tables or restrict access to certain data, such as views or materialized views, catering to diverse user needs. Direct SQL Custom Access offers a more nuanced and flexible permissioning system, ensuring users have access to the data they need without compromising security or privacy.

Query Live Mode

Query Live Mode allows users to build and edit queries while viewing real-time results. This tool addresses the uncertainty associated with query building by enabling users to see how their changes affect the query output as they make them.

When building a query, simply enter Live Mode and the query editor will transform into a simplified, Excel-like interface where you can add, remove, and rearrange columns, as well as adjust filters and make other edits. The results are instantly updated as changes are made, providing query builders with immediate feedback. With Query Live Mode, query building and editing become more intuitive and efficient for all Slate users.

Query Join Defaults

Introducing Query Join Defaults, a quality-of-life improvement in Slate that simplifies the process of setting default names, operators, and operand values for common joins where the join requires more configuration that may always be necessary. For instance, consider the Address by Rank Overall join, which typically requires users to enter a rank of 1. With Query Join Defaults, this join is automatically named Address 1 and the rank is defaulted to 1, eliminating the need for users to manually configure these settings each time. This enhancement saves time for users and enhances overall efficiency, allowing them to focus on more meaningful tasks.

Subquery Counts/Preview

Subquery Counts/Preview provides users with visibility into what is happening inside and outside of a subquery, directly from within the subquery itself. Users can evaluate the effects of their changes on the matching row count even before saving the subquery component. Additionally, users will be able to preview results from within a subquery, allowing them to ensure that dictionary or concatenate functions are returning the desired values. This enhancement simplifies the process of working with complex subqueries, providing users with greater insight and efficiency.

Subquery Check Logic

Subquery Check Logic extends the check logic capability into the context of subqueries. Have a record that isn't meeting the criteria of your subquery filter, but that subquery filter has a lot of complex logic inside of it? Subquery Check Logic can help with that. Simply click the check logic button from within the subquery to see which specific filter(s) are causing the trouble. It even works on nested subqueries!

This enhancement will enable users to troubleshoot complex queries more effectively by providing them with greater visibility and insight into query behavior, allowing them to uncover hidden issues that were previously difficult to detect.

Records

S-Codes

S-Codes are a new feature in Slate aimed at addressing the limitations of existing educational and organizational codes. S-Codes aim to provide a centralized data repository within Slate to create a canonical source of information.

An initial collection of organization S-Codes will be available through Start.edu and Slate.org. These codes will be searchable, downloadable, and available to sync back to Slate.

All data will be in the public domain, allowing organizations to freely use and adapt it as needed. This initiative represents a significant step towards greater data standardization in the education sector.

Batch Barcode Scanning

Batch Barcode Scanning improves efficiency by significantly reducing manual data entry, minimizing errors, and accelerating transaction times, allowing users to focus on more critical tasks.

This new context-aware feature extends the use of barcode scanning beyond events, allowing users to utilize wireless and wired barcode scanners to scan barcodes and load corresponding records in various contexts throughout Slate.

Users can generate barcodes and include them in mailings using merge directives. When scanning the barcodes, Slate automatically completes and displays the relevant person's information, streamlining processes like batch gift entry.

Admin Widgets

Admin Widgets offer users the ability to customize the various administrative widgets that are seen throughout Slate (for example, Jobs, Gifts, Device, etc.). Using the new form scope of "Admin Widget," users can now override the default popups with their own custom versions, including custom fields and conditional logic as desired. This feature provides enhanced flexibility and tailored functionality for all Slate users.

Timeline Filtering

Newly enhanced Timeline Filtering lets users customize their view by selecting specific dates, toggling specific types of items on and off, and performing text searches. The Timeline page now features a search box and a selection of filters that adapt dynamically based on the displayed content. Users can uncheck items to hide them, and empty months are automatically hidden as well.

Additionally, users can perform tokenized searches (breaking a query into ints against items, with search results highlighted for easy identification. Preferences for hiding specific types of items are remembered on a per-device basis, providing users with a tailored Timeline experience.

This feature has been published to all Slate production environments as of June 2024.

📖 New documentation: Timeline Overview → Filtering the Timeline

Enrollments

Enrollments are a new standard object in Slate that are similar to an application. Available for Student Success clients, this foundational feature is linked to Academic Years and Terms and includes start and end dates for accurate reporting.

A new Enrollments tab with dedicated sub-tabs will be added to the Person Record, listed by Academic Year. Enrollment records will include standard fields and dashboards, class schedules, co-curricular activities, awards, letters, materials, notes, checklist items, as well as the ability to create custom tabs.

Rules

Entity Rules

Entity Rules let users create rules on entity bases, granting access to associated joins and fields. These rules are triggered by changes to the entity or its associated records, similar to how application rules operate. Entity Rules provide a new level of control and automation within Slate.

Slate AI

Reader AI

Reader AI is a new tool that can be enabled within the Reader to summarize documents that are under review.

When viewing enabled documents in the Reader, Reader AI will summarize what a reviewer needs to know about application materials, like a letter of recommendation or college essay.

Centrally specify a directive that will be applied to the applications in a queue reading (or ones in specific bins) to tailor the pre-reads to specific goals. Reader AI will update its notes based on the document being reviewed.

With this new feature, users have a summarization tool and a well-trained colleague that understands what is under consideration when evaluating various types of documents.

Slate AI Knowledge Base

Introducing Slate AI, a new AI companion designed to assist users within the Slate platform. This AI, currently in development, resides in the new UI and offers guidance to users. Slate AI can answer questions, search the Knowledge Base, interpret articles, and provide concise responses.

Notably, Slate AI supports follow-up questions and remembers conversation history across sessions and devices. Additionally, the AI can be customized to direct users to appropriate resources for further assistance.

Slate AI Queries

As an extension of its capabilities, an integration of Slate AI and Queries can be used to facilitate query creation. This integration seamlessly launches the Quicker Query tool and leads users directly into the query process. Additionally, Slate AI provides a convenient link for users to revisit queries if they are misplaced.

Slate AI Tasks

With the integration of Slate AI and Tasks, keeping track of your to do list has become effortless. Users can simply ask Slate to create a task in their preferred manner, and it's done. This feature streamlines task management and hints at further enhancements to Tasks in the near future.

Slate AI Insights

Slate AI Insights is an extension of Slate AI that offers the ability to answer questions not only about items in the Knowledge Base but also about the current record being viewed. Users can access this feature by visiting any person record in Slate and launching the Slate AI panel. From there, they can ask questions, and the tool will search the record in real-time to provide answers. Follow-up questions can also be asked to further explore the data. This capability represents an innovative way to gather insights and information directly from Slate records.

Deliver Voice AI

Deliver Voice AI will allow users to create and broadcast personalized voice messages using AI-generated voices. Customize your message using merge fields and conditional liquid markup logic, and then select from a range of six AI-generated voices with remarkably human-like quality to enhance your communication efforts. You can preview your messages, hear the voices, and then broadcast it out when ready. These robocalls will go out at the same speed as normal robocalls in Slate, with a minimal cost difference for Deliver Voice AI. This advancement marks a significant step towards automating communication processes in higher education.

AI Dashboards

AI Dashboards combines the flexibility of traditional dashboards with the power of large language models. Start by enabling the AI Dashboard option and build your data inputs as usual. Then, provide context and directions for the AI model, unleashing its ability to summarize contact reports, analyze emails, and perform various tasks in real-time using the latest OpenAI GPT-4o model. Users can preview the results before implementing these dashboards on the record. This innovative feature adds a new dimension of intelligence and efficiency to Slate's dashboard capabilities.

AI Rules

AI Rules enables hyper-personalization in setting field values based on context and instructions. Similar to AI Dashboards, AI Rules leverage Slate AI to generate personalized content. Users can use liquid markup to set the context and define prompts to direct the AI. When AI Rules run, data and prompts are hashed, and the AI generates content and makes updates based on this information. Generated content is then queued for review in an outbox-like system, allowing users to approve or release it within an approved threshold. This innovative feature offers a new level of customization and automation in Slate.

Dictate with Slate AI

The new feature Dictate with Slate AI allows users to complete forms administratively by dictating their responses. Users can select Dictate with Slate AI on any form, speak aloud, and see their words transcribed in real-time. It can fill out free text fields, generate summaries, select from lists, and more.

After completing their responses, users can select Complete to fill out the form automatically. This feature is mobile-optimized for easy interaction on the go.

Talk to Slate

Talk to Slate is a new digital assistant that utilizes Slate AI and voice recognition to answer questions, create objects within Slate, set reminders, and more. Talk to Slate provides users with an easy and effective way to gain knowledge about Slate and manage daily projects. This feature will be available both on desktop and in the Slate Mobile App.

User Experience

Universal Batch Management

Slate has offered batch management capabilities throughout many tools, but it was somewhat hidden and only users who knew the appropriate keyboard activations were utilizing it. Universal Batch Management offers a clean, friendly, and more visible way to engage with batch management tools throughout Slate. Wherever batch management is available, you'll now see the cog icon at all times. Clicking on the icon will enter a new batch mode where you can click on individual items (no need for holding down the control/command keys), or even click down on the mouse to select a range of items. These enhancements tremendously improve the behavior of selecting and de-selecting items within Slate, making batch management incredibly intuitive and offering the fastest selection option.

This feature has been published to all Slate production environments as of June 2024.

📖 New documentation: Batch Management

Integration Center

The Integration Center is a new packaging system that brings together methods of data import and export, including Slate-to-Slate transfers. Users can create integration packages containing queries for data export, configurable APIs, and source formats for import. With Slate-to-Slate transfers, users can seamlessly move data between databases as well. When setting up an export inside or outside of the Integration Center, simply select Slate Database as the destination and an Integration Center package will appear in the destination database that they can then configure based upon how they want to import the data. The Integration Center offers a cohesive solution for managing data movement within Slate, enabling efficient data exchange between different databases and systems.

Locale-Aware Time Zones

Slate already allows some pretty rich formatting, such as changing the formatting of dates and times throughout Slate. Locale-Aware Time Zones will further enhance these capabilities. Users can now experience dynamic time zone adjustments based on their location or browser settings. This enhancements are available within Deliver mailings as well, providing flexibility and convenience. With Locale-Aware Time Zones, time management becomes more intuitive and user-friendly in Slate.

Home Slate

Home Slate is being rebooted to serve as a centralized repository of our community resources. The updated portal will retain single sign-on from databases, but will become more easily accessible from other community sites. Users will be able to edit their community profile, provide reviews of preferred partners that they are working with, register for upcoming events, and explore virtual and in-person training options with just a few clicks! The revamped Home Slate aims to enhance the discoverability of Slate's wealth of resources for its community.

UI State Management

As the new UI approaches its Production launch, several improvements are on the horizon, starting with UI State Management. This feature ensures that the sidebar's state (open or closed) is remembered as users navigate between pages. Additionally, users can resize the sidebar by dragging its edge to their preferred width, which will also be remembered. These enhancements aim to provide a more personalized and user-friendly experience within the Slate platform.

This feature has been published to all Slate production environments as of June 2024.

📖 New documentation: Interface Themes → UI State Management

Impersonation Session Toggle

Do you spend a ton of time troubleshooting permissions or settings for your users? Impersonating them, realizing you need to tweak a permission so exiting, tweaking, then impersonating again, and repeating this cycle any number of times to get it just right. If so, then Impersonation Session Toggle is for you! This tool in the new UI will allow users to seamlessly switch between their own account and an impersonated user's account with a single click. The user icon will clearly indicate when an impersonation session is active, and a separate icon will be present for Session Toggle to distinguish it from the logout function. Impersonation Session Toggle simplifies the process of troubleshooting and fine-tuning permissions, saving valuable time for Slate power users.

Quick Launch

The upcoming launch of Slate’s new user interface will introduce a smart Quick Launch feature accessible from any page within Slate. By pressing ctrl + k or cmd + k, users can quickly search for items from their recent history and across all tools within Slate. The Quick Launch interface is fully keyboard-navigable, allowing users to type search terms, navigate results with arrow keys, and select items with Enter.

Interface Themes

Introducing Interface Themes, available exclusively in the new interface of Slate. Users will have the option to choose between standard/daylight and dark modes, with various themes. The new interface will officially exit beta status, showcasing enhancements like the ctrl + k or cmd + k Quick Launch, new notification bubbles, and a reworked sidebar. In both current and new interfaces, the Dark Mode and Toggle Beta UI options will be replaced by a new Set Theme option. Users can choose from different themes, including a high contrast option, with the ability to remember themes on a device-by-device basis. These enhancements offer users personalized interface experiences as they navigate through Slate.

This feature has been published to all Slate production environments as of June 2024.

📖 New documentation: Interface Themes

Universal Copy/Paste

Universal Copy/Paste is a new feature that simplifies the process of copying and pasting objects throughout Slate. It builds upon Suitcase by offering multi-object portability within and between databases. Users can now copy Suitcaseable objects like queries or reports with ctrl + c or cmd + c and paste them anywhere within the same or a different database with ctrl + v or cmd + v. This intuitive tool allows for seamless copying of objects, even into different parent objects like mailings or portals, making complex tasks easier and more efficient.

Subquery Copy/Paste

Universal Copy/Paste has been further enhanced with the addition of Subquery Copy/Paste. This new feature eliminates the need to rebuild complex subqueries by allowing users to easily copy and paste them within Slate. Users can simply copy a subquery from one location and paste it into another, whether it's within exports, filters, or different queries. This streamlined process saves time and effort, enabling seamless transfer of nested subqueries and other components between different parts of the Slate platform.

Workflow Editor

The Workflow Editor has been upgraded to a new user interface designed to improve the usability of designing workflows in Slate. These enhancements aim to streamline the process by reducing the number of clicks required for making changes. Users can now drag bins within columns or entire columns, and tab management has been improved to align better with the layout in the Reader.

HTML Output in Customized Views

HTML Output in Customized Views enables any of the system lists throughout Slate—tables of schools, jobs, gifts, queries, rules—to link out to external systems and apply advanced formatting.

For example, from the Person lookup, users can now include direct links to the same record in their Student Information System (SIS) by adding a formula export to generate HTML with the SIS ID as a link. Display width and HTML format type can be customized as desired, resulting in data tables with embedded links.

SFTP Explorer Updates

The SFTP Explorer is receiving an upgrade to enhance user accessibility and functionality. Users can now create, upload, delete, and modify files and folders directly from within Slate’s SFTP Explorer interface! Path-restriction awareness ensures that users only see and interact with files and folders within their designated access areas. New editing options allow them to rename and delete files and folders within those accessible directories. These updates modernize the SFTP Explorer, providing users with a seamless and efficient file management experience.


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