--- title: "Rule Bases & Types" slug: "rule-bases-types" updated: 2026-04-17T18:20:37Z published: 2026-04-17T18:20:37Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Rule Bases & Types This article lists the **bases**from which****[rules](/v1/docs/rules-overview) can be built, and the various **types**of rules that can be made from those bases. ## Person-based rule types ### Bin Set or clear the bin and/or reader queue for person records in a person-scoped workflow. Move records into a workflow for cultivation if they donate above a certain amount, move records into an athletic recruit workflow before they submit an application for admission ### Field Replace, append, or delete a person-scoped field value for person records who meet rule criteria #### Examples **Admissions πŸͺͺ** Set the student type to field First Year if the field is currently empty and they have no undergraduate or graduate schools on their record **Student Success πŸŽ“** If the student type field is empty and the entry term is Fall 2022 then set the student type field to Freshman ### Interaction Add an interaction to person records who meet rule criteria #### Examples **Admissions πŸͺͺ** Add a Watch Flag interaction when a person’s application indicates that they are a legacy **Student Success πŸŽ“** If the GPA field is > 4.0 and the Legacy tag exists then add a Watch Flag interaction ### Project Task Associate tasks with person records who meet rule criteria #### Example Assign a task to a record to indicate that they need to receive a phone call by a certain date ### Person Active/Inactive Set Active or Inactive status for person records who meet rule criteria #### Example Set Inactive person records to Active when they make a gift, (advancement), or fill out an inquiry form (admissions) ### Person Header Change the information that displays below record names in the Omni Search for person records who meet rule criteria When a person record has started an application, [application header rules](/v1/docs/application-header-rules) will determine what primarily displays below their name in Omni Search #### Example Automatically display graduating year in the header when a record name appears in the Omni Search drop down (advancement or student success) ### Person Index Change the searchable information for person records in the omni search for person records who meet rule criteria #### Example Allow records to be searchable by Banner or Colleague ID within Slate ### Person Population Add a population to person records who meet rule criteria #### Example Associate prospective applications with a population corresponding to each of their stated academic interests ### Person Status Set or update the system field of Person Status to Prospect, Inquiry, Applicant or Enrolled #### Example Change Person Status to Enrolled once the person has matriculated ### Tag Set or unset a tag for records who meet rule criteria #### Examples **Admissions πŸͺͺ** Set an Academic Probation tag for enrolled students whose GPA falls below a certain threshold **Student Success πŸŽ“** If the Parent 1 School key is Slate University or the Parent 2 School key is Slate University then set the Legacy tag ### Test Optional Set a "Test Optional" flag for test scores by test type, preventing them from displaying on the a person record dashboard, in the Scores tab, or the Slate Reader, while still retaining the scores themselves in the backend #### Example Mask ACT and SAT scores when an applicant answers "No" to application question "Would you like Slate University to consider test scores in your application?" ## Application-based rule types ### Activity Add an activity to applications which meet rule criteria #### Examples **Admissions πŸͺͺ** Add an application fee payment due activity to the application record as soon as it is submitted **Student Success πŸŽ“** When a student submits a Study Abroad application add an application fee payment due activity ### Application Header Change the default information that displays below record names in the Omni Search, on application record tabs, and on application record dashboards #### Examples **Admissions πŸͺͺ** Display the decision plan (Early Decision, Early Action, Regular Decision) at the top of the application record dashboard **Student Success πŸŽ“** For your Study Abroad students, create a rule which included sets the label to `SA-2022` ### Application Header (External) Change the default application information that appears to applicants on the application status page or portal #### Examples **Admissions πŸͺͺ** Display a program next to the application’s round so that the applicants applying to multiple programs can easily differentiate and toggle between them in the status portal **Student Success πŸŽ“** When a Study Abroad student logs in to their Student Portal, display the status of their application, show the application label of 'Study Abroad 2022' ### Application Header Color Set a small colored square next to the application header on application record tabs and within the Omni Search #### Examples **Admissions πŸͺͺ** Add a visual indicator to differentiate between undergraduate- and graduate-round applications on the same person record **Student Success πŸŽ“** Add a custom green block for Study Abroad applications or a blue block for a Residence Life job applications ### Application Population Add a population to applications which meet the criteria #### Examples **Admissions πŸͺͺ** Associate applications with a population specific to the department they are applying to **Student Success πŸŽ“** Create a Study Abroad application population to easily identify and communicate with via drip campaigns. ### Application Priority Overwrite the native application rank to prioritize applications when many may exist on a single person record #### Examples **Admissions πŸͺͺ** If a graduate applicant has applied to several different programs in the same entry term and has several applications, ensure that one with an Enrolled decision is prioritized **Student Success πŸŽ“** When more than one of the same type of application is created, you can give a higher rank to the application with a decision making it easier to filter on the appropriate application for reports and communications ### Application Status Set or update the system field of Application Status #### Examples **Admissions πŸͺͺ** When an application is submitted and has all checklist items fulfilled then set the application status to Awaiting Decision **Student Success πŸŽ“** When a Study Abroad application is submitted and has all checklist items fulfilled then set the application status to Awaiting Decision ### Bin Set or clear the bin and/or reader queue for application records in an application scoped workflow #### Examples **Admissions πŸͺͺ** Move a record into an Initial Review bin when the application status is Awaiting Decision **Student Success πŸŽ“** If the Study Abroad Application Status is Awaiting Materials and the Bin is not assigned then set the Bin to Awaiting Materials ### Checklist Add, remove, or fulfill checklist items for applications which meet rule criteria #### Examples **Admissions πŸͺͺ** Define which applicants should have English proficiency test scores added to their checklists as a required material **Student Success πŸŽ“** Define the checklist group for Study Abroad applicants and require items such as a resume and/or faculty recommendation ### Decision Add a decision to applications which meet rule criteria and where the decision is one that can be added via rules #### Examples **Admissions πŸͺͺ** Automatically add an Enrolled decision to an application record when that applicant pays their enrollment deposit **Student Success πŸŽ“** If the Study Abroad applicant has paid their fee then add the Deposited decision to the application ### Field Replace, append, or delete a field value for applications which meet rule criteria #### Examples **Admissions πŸͺͺ** If an application has a Common App ID and the Application Type is empty then set the Application Type to Common App **Student Success πŸŽ“** Set a value to a custom field based upon the submitted responses from your Study Abroad applicant ### Project Task Associate tasks with applications which meet rule criteria #### Example Create a task for Admission Officers to send a personalized text message to all incomplete applicants that they had an interview with ### Tag Set or unset a tag for applications which meet rule filter criteria **Admissions πŸͺͺ** Set a Reapplied tag when an applicant indicates that they have applied previously **Student Success πŸŽ“** Set the Study Abroad tag on the student record for an easy visual reference ## Person-scoped form & event rule types ### Field Replace or delete a field value for records based on a form response If the Student Type field is empty and the Entry Term is Fall 2020 then set the student type field to Freshman ### Interaction Add an interaction to records based on a form response If a student was contacted through a telecommunications campaign then add an interaction ### Tag Set or unset a tag for records based on a form response If a student submits an athlete recruitment form then set the Athlete tag ## Application-scoped form & event rule types ### Activity Add an activity to records based on a form response #### Example If a student was contacted through a phone-a-thon campaign then add an admitted student contact interaction ### Bin Set or clear the bin for records based on a form response #### Example If an applicant withdraws their application through a Withdrawal form then clear the Bin ### Checklist Add, remove, and/or fulfill checklist items for records based on a form response #### Example If the applicant fills out the financial aid form then fulfill the Financial Aid Information requirement ### Decision Add a new decision to records based on a form response #### Example If the applicant accepts an offer by submitting the reply to offer form then add the Deposit Pending decision ### Field Replace or delete a field value based on a form response #### Example If an applicant has a Common App ID and the Application Type is empty then set the Application Type to Common App ### Tag Set or unset a tag for records based on a form response #### Example If an applicant answers Yes to β€œHave you applied previously?” then set the Reapplicant tag