In your Slate-hosted application, you might include a custom bit field ("Yes" or "No") called Fee Waiver.

When an applicant selects Yes for this field, Slate should act behind the scenes to waive their requirement to pay a fee upon submission of their application. To make that happen, you'll create a fee waiver rule.

Do I need a fee and a fee waiver?

Creating the bit field

To create the Fee Waiver bit field:

1. From the main navigation, select Database.

2. Select Fields under Records and Datasets.

3. Click New Field. A popup appears.

4. Configure the following settings:

   • Status: Active

   • Scope Category: Records

   • Scope: Configurable Joins - Applications

   • ID: fee_waiver

   • Name: Fee Waiver

   • Folder: Keep fields organized by placing them in folders. Create a new folder by selecting Other and entering a name.

   • Field Type: Bit

5. Click Save.

   

Creating the rule

1. Select Database from the main navigation.

2. Select Rules under Automations.

3. Click New Rule. A popup appears.

4. Configure the following settings: 

   • Name: Application Fee Waiver

   • Base: Applications

   • Type: Activity

   • Trigger: Upon Update (Deferred)

   • Folder: Keep rules organized by placing them in folders. Create a new folder by selecting Other and entering a name.

   • Exclusivity Group: None

   • Status: Preview

5. Click Save. You are redirected to the Edit Rule page.

6. Under Action, configure the following settings:

   • Filter: Select Fee Waiver, a filter based on the custom bit field created earlier.

   • Code: Payment

   • Payment Type: Payment Waived

   • Payment Amount (USD): Enter the amount due upon application submission.

   • Payment Account: Select the appropriate payment account. Typically the payment account is Application Fee.

7. Click Save.

The applicant may experience a short delay before the fee waiver is applied.