Suitcase Imports allow objects (such as forms and queries) to be shared between different Slate databases. This article provides an overview and best practices for using Suitcase Import to transfer forms (including event and interview template forms), queries and reports, source formats, and portals.

Importing a Suitcase

To import a shared Suitcase:

1. Select Database from the main navigation.

2. From the section Import and Data Processing, select Suitcase.

3. Click Import. A pop-up appears.

4. In the text field, paste the Suitcase ID of the shared Suitcase item.

5. Click Retrieve.

The imported items are added to the relevant Slate area based on the type. For example, a form item will be added to the form builder, a report in report builder, etc.

If the database where the Suitcase items are imported does not have a folder of the same name in the relevant tool, Slate creates a folder with that name. If necessary, the items can be refiled once imported.

The imported object is added to the relevant Slate area based on the type. For example, a form object is added into the form builder, a report in report builder, etc.

If the database where the Suitcase object is imported does not have a folder of the same name within the relevant tool, Slate creates a folder with that name. If necessary, the object can be refiled once imported.

Objects added as Suitcase items are viewable on the Suitcase page. The list is sortable by the table headers that include Folder and Memo. The list can also be filtered based on the Folder, located on the right-side pane.

• Created: When the item was created as a new Suitcase object

• User: The Slate user who created the new object

Each item on the list can be selected to view as well as update details at any time.

📝 Note

A Suitcase Import ID captures the form or other object in its current state. If changes are made to the original object, these changes won’t be reflected in the ID until you select Update Content