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The Organizations Dataset
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The Organizations Dataset
9 Articles
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Organization Contacts Dataset Overview
Slate for Admissions and Slate for Student Success databases are provisioned with: The Organizations dataset, which includes The Organizations Contacts dataset, the child dataset of Organizations, which manages individuals associated with...
Updated : 11 Nov 2025
Organization Statistics Dataset Row Query
You can embed a query that displays relevant statistics for the organization record . This can include inquiry and application counts by term, counting only those where the organization being viewed exists as a school on the record. This article ...
Updated : 11 Nov 2025
Updating the Organizations Dataset
The Organizations Dataset Updates query in the Standard Query Library compares the standard Technolutions Organization list against the existing Organization dataset in your database. The standard list is based on an amalgamation of The College ...
Updated : 11 Nov 2025
Customizing the Organization Dashboard
This article describes the function of the New Record link and how to add a custom Organization Contacts data entry form link to a custom Organization dashboard. Creating a new organization contacts record Slate provides a New Record link on t...
Updated : 11 Nov 2025
Organization Contact New Record Form
This article will offer best practices in building a data entry form to create a new or update an existing organization contacts record and associating this record with an organization record. Once created, review Customizing the Organization Dashb...
Updated : 11 Nov 2025
Populate Location Information for Organization Records via Index/Header Rule
When a database is initially provisioned, the standard Organizations dataset is configured to display the Location information on the Lookup page – these values are preset/pre-loaded. However, for newly added/updated Organizations records, this ...
Updated : 11 Nov 2025
Organization Contacts Custom Dataset Row Query
This article describes the function of the listed Organizations Contacts on the Organization Dashboard and provides the procedure to replace the standard list with a custom Organization Contacts list. Comparing the Standard and Custom Embedded Data...
Updated : 11 Nov 2025
Organization Contacts Display Name Rule
When collecting the first and last names of an organization contact through a form, the first name and last name fields display in the corresponding fields on the record's Details tab. A separate field called "display name" will display the title ...
Updated : 11 Nov 2025
Migrating Custom Organization Contact Email & Phone Fields
The organization contacts dataset is pre-delivered with custom fields for phone and email, in addition to the standard device table. The current best practice is to inactivate the custom phone field, convert the custom email field into a unique-for-...
Updated : 11 Nov 2025