A population is a group of records with like attributes that are assigned a common label in through population rules in the rules editor. Populations can include person records, application records, or dataset records, and records can be include...

The person status is a high-level classification of the person record that’s useful for querying and reporting. Slate comes with person status rules that categorize records based on their position in some progression, like your application or...

Rules can be leveraged to update a person-scoped field value. If a field should be set based on a Form submission, the rule should be built within the Form, itself. Click Database in the top navigation bar and select Rules Editor. Click ...

Create rules set or unset a tag on the student record. If setting and unsetting the same tag using rules, then an exclusivity group is required. Rules with an exclusivity group require a priority. If a tag is only being set, then no exclusivity grou...

Leveraging Exclusivity Groups , Records can be set to either 'Active' or 'Inactive' depending on specific custom field values (such as 'Entry Term') OR depending on whether an application exists in an active Period.  Rule 1 - Active Pe...

Rules can be leveraged to automatically set an interaction on a Person record based on custom filter criteria.  Click Database in the top navigation bar and select Rules . Click New Rule . Enter the following configurations in the ...

One of the fundamental steps is considering how to keep enrolled student records segmented from other person records in the system, particularly in shared environments. Shared Databases (Admissions and Student Success) The most efficient ...

Donors can be automatically segmented and placed into giving levels through the use of Person Population rules . Populations within Slate group records with like attributes, such as the sum of their gifts within a fiscal year (or any other data poi...