KNOWLEDGE BASE
Glossary
Login
Contents
x
Getting Started
Guides
Applications
Branding
Database Maintenance
Decisions
Deliver
Events & Interviews
Fields and Prompts
Forms
Giving
Importing & Exporting
Inbox
Liquid Markup
Payments
Portals
Queries
Reader and Workflows
Records
Reports & Analytics
Rules & Automation
Security & Privacy
Slate AI
Slate.org
Users & Permissions
Summit
Powered by
Application Record Automations
11 Articles
in this category
Share
Print
Share
Dark
Light
Contents
Application Record Automations
11 Articles
in this category
Share
Dark
Light
Automate the Application Status
📚 Part of the series Application Building Phase III: Checklists, Automations, and the Status Page Application status rules set the status of an application , which drives bin movement during the review process. The Application Status ...
Updated : 09 Mar 2026
Set or Update an Application Field Value
Rules can be leveraged to update a application-scoped field value. If a field should be set or updated based on a Form submission, the rule should be built within the Form itself instead of within the Rules Editor. Click Database in the top na...
Updated : 18 Mar 2024
Add Checklist Items to an Application
You can create rules that set checklist requirements for applicants. Example: Adding an international checklist group This rule adds the International Checklist Group as checklist requirements for international applicants. Creating the rule ...
Updated : 02 Mar 2026
Charge an Application Fee When an Application is Submitted
You can charge and waive application fees with the Rules Editor. Included in this article are some example rules that apply or waive fees. You can adapt these examples to your own unique policies. If you are using the Slate-Hosted Examples in this...
Updated : 15 Oct 2025
Waive Application Fees
In your Slate-hosted application, you might include a custom bit field ("Yes" or "No") called Fee Waiver . When an applicant selects Yes for this field, Slate should act behind the scenes to waive their requirement to pay a fee upon submission o...
Updated : 22 Mar 2024
Automate Reader Bin Movement
Overview Reader Bin Movement Rules move the application into the specified Reader bin. Note that these rules are automatically added to a Slate instance when adding the Graduate or Undergraduate Reader Bins and Rules from the Slate Template ...
Updated : 27 Jan 2026
Assign the Source of an Application
It’s useful to differentiate between application sources—that is, whether they are Slate-hosted or from an external source—for reporting. In Slate, you can create rules that automate this process. As an example, your institution might plan to rec...
Updated : 02 Mar 2026
SAT/ACT Concordance Rules
Overview College Board has provided concordance tables between the SAT I, Redesigned SAT, and ACT. You can find the concordance information here . Since many institutions like to compare scores of these different tests and use a si...
Updated : 18 Mar 2024
Test Settings
Tests
Updated : 21 Nov 2023
Application Header Rules
Application headers help you and the applicant differentiate between multiple applications. You can create application header rules to customize the way these headers appear. 💡 If you have no application header rules, Slate defaults to displ...
Updated : 07 Mar 2026
Collecting The Correct Number of Recommendations By Program or Major
Recommendation letters submitted to Slate as PDFs can be managed using Materials . Recommendations submitted with imported applications like the Common App are usually PDFs, and they can be imported to a custom recommendation letter material. Reco...
Updated : 18 Mar 2024