The Rules tool can be used to automate processes throughout Slate that relate to person records, application data, and more.

For processes that are run repeatedly in your Slate instance, a rule can be configured to automate that function. For example, when repeatedly updating a Faculty Advisor assignment to a specific person at your institution based on the student’s academic program, creating a rule for that assignment would make strategic sense and create greater efficiency.

Resist the urge to immediately begin writing rules for every business process in your office! After developing a familiarity with Slate, processes and practices that may benefit from using the Rules tool will become more apparent.

Create a Rule

1. Select Database on the top navigation bar

2. Select Rules.

3. Select New Rule. A popup appears (pictured).

4. Configure each setting* as necessary.

5. Click Save

*Click here for a complete listing of all setting descriptions.

Rules are always visible to Slate administrators and require no knowledge of SQL.