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    Customizing Slate Advancement Standard Fields & Prompts
    • 18 Mar 2024
    • 3 minute read
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    Customizing Slate Advancement Standard Fields & Prompts

    • Updated 18 Mar 2024
    • 3 minute read
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    Article summary

    Standard Field Types

    Slate for Advancement uses various types of standard fields & prompts for giving.

    Customizable Fields

    • Gift Type 1,2

    • Gift Status 1,2

    • Gift Fund 1,2

    • Gift Amount 1,2

    • Gift Appeal 1

    • Campaign 1

    • Opportunity Status 1

    • Occasion 1

    • Defaulted Soft Credits 1

    • Fund Type 1

    1 Denotes additional configurations available
    2 Denotes required

    Standard and “No Customization Necessary” Fields

    • User

    • Gift Date

    • Fair Market Value

    • Tax Amount

    • Anonymous

    • Identity

    • Created

    • Updated

    • Notes

    • External ID

    • Occasion - Honoring

    • Occasion – Honoring Other

    • Pledge – Configure Installments

    • Pledge – Start Date Override

    • Pledge – Number of Installments

    • Pledge – Months Between Installments

    • Pledge – Installment Overrides

    • Pledge/Planned – Revocable

    • Planned – Amount Received

    • Planned – Amount Not Received

    Fields and Prompts with Special Configurations

    Name

    Behavior

    Prompt Key

    Prompt Category

    Campaign

    Campaigns are configured in the Campaigns section of the database. Once created, a list of available campaigns is selectable when entering a gift.

    n/a

    n/a

    Gift Type

    By default, all prompt values for gift_type appear under gifts, pledges, and planned giving. These prompt values can be restricted to appear only under gifts, pledges, or planned giving through the use of a key-value pair (PKV).

    Examples of gift type values include:

    • Cash

    • Property

    • Stock

    • In-Kind Services

    Note

    Do not use the gift_type prompt list for any field other than Gift Type. This prompt list is intended to be used exclusively for the Gift Type field, and connecting it to other fields will cause errors.

    gift_type

    n/a

    Gift Appeal

    A specific outreach, such as a new graduate appeal.

    This field will only appear when a prompt list exists.

    gift_appeal

     n/a

    Gift Status

    Status of a gift. For example: Received

    This field shares the same field and prompt list as pledge status and planned giving status.

    The prompt requires a category of "Received."

    gift_status

    Received

    Fund Type

    Funds can be categorized by creating a field with the key "fund_type."

    A prompt list can be associated with this field to include the prompt categories. Using this field provides greater control over the funds list on forms. 

    n/a

    n/a

    Pledge Status

    Status of a gift. For example: Pledged

    This field shares the same field and prompt list as gift status and planned giving status.

    The prompt requires a category of "Pledged."

    gift_status

    Pledged

    Planned Giving Status

    Status of a gift. For example: Planned

    This field shares the same field and prompt list as gift status and pledge status.

    The prompt requires a category of "Planned."

    gift_status

    Planned

    Opportunity Status

    Status of an opportunity.

    gift_project_status

    n/a

    Occasion

    A reason for giving a particular gift. For example: In Honor of or In Memoriam.

    It can be connected to a separate, existing record in Slate. 

    gift_occasion

    n/a

    Relationships

    Relationship types are configured using the “relationship_type” special prompt key. Out of the box, the following relationships are configured (any of the standard relationship_type values listed above can be inactivated if not used):

    • Father

    • Mother

    • Step-Father

    • Step-Mother

    • Legal Guardian

    • Sister

    • Brother

    Additional relationship types to consider:

    • Aunt

    • Uncle

    • Cousin

    • Employer

    • CEO

    • Owner

    • Fund Primary

    • Contact

    Important!

    Consider how all entities in an instance could be related.

    Relationships also serve the purpose of linking gifts as soft credits.

    relationship_type

     

    Restricting Gift Type Prompts

    Example 1 (No Special Configurations)

    By default, all prompt values for gift_type appear under gifts, pledges, and planned giving.

    In the following example, the gift type of "cash" appears as an option under gifts, pledges, and planned giving:

    1.png

    The resulting view from the Gift section of the Giving tab on the person record:

    2.png

    Example 2 (Special Restriction Configurations)

    While all prompt values for gift_type appear under gifts, pledges, and planned giving by default, these prompt values can be restricted to only appear under gifts, pledges, or planned giving through the use of a PKV.

    In the folllowing example, a PKV has been included in the XML section to limit the places where the "property" prompt will appear. With the addition of this code, "property" will appear as an option ONLY in the planned giving section.

    3.png

    The resulting view from the planned gift section of the giving tab on the person record:

    4.png

    Gift Type PKVs

    The following list describes the three distinct areas for gift-type prompt limits. By default, the gift type appears for all. If the gift should not be limited to a particular gift type, it is not necessary to add the PKVs shown.

    Gift Type

    PKV

    Behavior

    Pledged

    <p>
<k>status_category</k>
<v>Pledged</v>
</p>

    Using this PKV will display the prompt value under the pledge gift type.

    Received

    <p>
<k>status_category</k>
<v>Received</v>
</p>

    Using this PKV will display the prompt value under the received gift type.

    Planned

    <p>
<k>status_category</k>
<v>Planned</v>
</p>

    Using this PKV will display the prompt value under the planned gift type.

    What if the gift type should appear in more than one area but not all?

    If a gift type prompt should appear in more than one but not all, include multiple PKVs. For example:

    <p>
<k>status_category</k>
<v>Pledged</v>
</p>
<p>
<k>status_category</k>
<v>Received</v>
</p>

    In this example, this particular prompt appears for ONLY "pledged" and "received" gifts.

    Suggesting Soft Credits for Relationship Types

    The following two PKVs can be associated with individual relationship_type prompts to either:

    • Suggest relationships be given a soft credit when making a gift.

    • Default a particular relationship to automatically receive a soft credit when making a gift, like a spouse.

    Note that only linked relationship records can be suggested or defaulted.

    Gift Type

    PKV

    Behavior

    Hide as suggested soft credit

    <p>
<k>soft</k>
<v>0</v>
</p>

    Using this PKV will hide relationship types from appearing as a suggested soft credit.

    Default suggested

    <p>
<k>soft_default</k>
<v>1</v>
</p>

    Using this PKV will default a suggested soft credit to always receive credit.

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