While a person record in Slate displays all Slate standard fields and prompts by default, Slate does not display any custom fields. Custom fields can be shown on a record by adding them to custom tabs using the form builder. Best Practice Do not...

Overview The standard tabs included on the person record include the Dashboard, Timeline, Profile, and Materials.  In order to display additional information on a person record, custom tabs will need to be created.  Depending on th...

Custom tabs can be created for constituent and dataset records. With custom tabs, you can see the data you want to see, and the tabs can be used to enter data directly in custom fields on the constituent or dataset record. By default, cus...

The status and read permission of standard tabs can be modified within Database > Tabs . By default, all standard tabs have a status of "active," and appear on the person record. To hide a standard tab, select the appropriate standard tab rec...

In addition to custom Application Headers and custom tab names, adding color to tabs can assist with easily identifying information on a person or dataset record. Custom Person/Dataset Tabs Select Database on the top navigation bar. Select...

In the past, fields were added to tabs directly through the field settings in Database > Fields . For Partners looking to migrate to adding custom fields to custom tabs using the Form Builder instead of using field settings, take precautions...

Custom views let you add or remove information displayed in a record's profile tab. Customized view and exports Custom views may be used to replace default columns on the following Profile tabs in Slate: Schools Scores Jobs ...

Tags appear on the Dashboard tab of the Student Record and are designed to identify populations at a high-visibility level. For example, setting the Test Record tag provides an easy way to identify records that were created to test your processes....

Dashboards are custom summaries of data that can be shown in many areas of Slate. Intended to highlight frequently-needed data, dashboards avoid having to click through various custom tabs or to query on a specific data point. Dashboards can ...

Dashboards can be embedded in many Slate tools to display custom, read-only data for reading at a glance. Dashboards can be further customized with advanced Liquid markup . A classic example of this is using color-coded data points to i...

What are Dashboards? Dashboards collect information about a record to summarize and display the collection in a single location. Dashboards are used on the constituent record's dashboard tab, on the giving tab, on dataset records (such as funds, co...

Dashboards are an excellent way for administrative users to display information in a tightly controlled environment. To make targeted updates to the data displayed in dashboards, you can add a link on the dashboard to a form . With forms, you have ...

Follow the steps in this article to customize and replace the New Record form for Person, Organization, Organization Contacts, and custom datasets. Creating a New Record Form In the top navigation bar, click Forms . Click New Form . E...

The term "Dashboard" is used widely throughout Slate to describe a customized display of data. This information is meant to highlight information for Student Success to be available at-a-glance and is read-only.  Using some advanced ...

Custom constituent dashboards appear in the top section of the constituent's Dashboard tab. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article. Creating the Base Dashboard Your title g...

A custom giving dashboard appears in the top section of the Giving tab above the default giving information. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article. Creating a Giving Dashboa...

A custom dataset dashboard will appear in the top section of the Dashboard tab on a dataset record. For more information about dashboards, refer to the Advancement Dashboard Overview Knowledge Base article. Creating a Dataset Dashboard Se...