Rules let you automate processes in Slate. They are used throughout Slate to automate processes relating to person records, application data, and more. Rules offer: Increased Efficiency: Rules allow colleges to automate repetitive tasks and...

The Rules tool can be used to automate processes throughout Slate that relate to person records, application data, and more. For processes that are run repeatedly in your Slate instance, a rule can be configured to automate that function. For examp...

Prospects/Persons Applications Form & Event Rules (Person Scoped) Form & Event Rules (Application Scoped)

Prospects/Persons Applications Form & Event Rules (Person Scoped)

Say you have a group of similar rules. Within that group, you know that some rules should have a higher priority than the others. An exclusivity group bundles that group of rules together and lets you assign them a priority order. A common...

When setting up the automation for your institution's database, you may have a group of similar rules, and within that group, you have some rules that should have a higher priority than the others. A great example of this is Staff Assignment rules....

Rule Formulas allow you to use a combination of exports to set a value. Formulas are supported with the following Rule Types: Field Application Header Person Header Person Index Dataset Index/Header Dataset Username Dataset Name...

Person Triggers Rules on the Prospects/Person base of the following types require Trigger selection: Bin Field Interaction Project Task Tag The trigger selection options are: Application Triggers  Rules...

Prospect Triggers Rules on the Prospect base of the following types require Trigger selection: Bin Field Interaction Project Task Person Active/Inactive Person Index Tag The trigger selection options are: Application Trig...

Preview Status  Putting your rules in Preview Status allows you to see how your records will be affected before activation. In the Rules Editor, select the  Preview Actions button. You can either enter a specific record to review or sel...

Preview Status  Putting your rules in Preview Status allows you to see how your records will be affected before activation. In the Rules Editor, select the  Preview Actions button. You can either enter a specific record to review or s...

All active rules will run on a Record when the record is updated. For example, when new information is added to a record through a Form the rules will fire on that record. Use Retroactive Refresh to fire rules on records that were last updated ...

All active rules will run on a record when the record is updated. For example, when new information is added to a record through a form the rules will fire on that record. Use Retroactive Refresh to fire rules on records that were last updated in t...

If you notice a drop in performance as your database grows in record volume and complexity, consider trimming and honing existing rules. Follow these best practices for writing efficient rules. 📖 Related reading: Troubleshooting Tips for Datab...

If you notice a drop in performance as your database grows in record volume and complexity, you may consider trimming and honing existing rules. Follow these best practices for writing efficient rules: Best Practices Avoid OR statements : opt ...

Person and Applicant records can be found in the search bar in the top right hand corner of all Slate pages. Note that only applicant records within application rounds which are set as Rankable will be displayed in the search bar results.  The...

The Rules Editor is a powerful tool that allows you to automate the movement of data in your instance. With that in mind, you will want to ensure that you are following best practices to help ensure the rules you are building are as efficient as pos...

When building rules in Slate, be sure to reference the Rule Efficiency and Troubleshooting Rules documentation to observe best practices when setting up your rules. Rules are a powerful tool for automating processes in your instance, however it...