Adding Exports to the Method Query

1. Select Database on the top navigation bar and select Portals.

2. Select the custom status portal to be edited.

3. Select the query associated with the method you’ll be using.

4. Select Edit Query.

5. Add exports to the query that will be used to manage Liquid Markup on the custom status portal. When adding exports to the method query, rename the exports to something computer friendly (for example, "program_study" rather than "Program of Study"). If the default values are kept, spaces will be replaced with hyphens (“Program of Study” becomes Program-of-Study).

   If a prompt is configured with a short value, the default functionality of exports in Slate is to return the short value. If Liquid markup should display the "Extended Value," or use it in tag evaluations, ensure the export is configured to use the “Extended Value” in the method query.

Using Liquid Markup in the View

Adding a Static Content Block

Once the desired exports are added to the method query, text can be displayed conditionally within a static content block in the view.

1. Select Database on the top navigation bar and select Portals.

2. Select the custom status portal to be edited.

3. Select the portal view.

4. Drag a Static Content block into the desired location in the view and enter the following configurations:

   • Name: Give the static content block a descriptive name (for example, "Static Content Widget - Liquid Markup for Admission to College & Major"). This name will not be seen by the public.

   • Status: Set to Active.

   • Filters: Add any filters needed to determine the records that will see the static content block. If the static content block is active, it will be viewed by any record that meets the filter criteria on the custom status portal. 

Customizing the Text with Liquid Markup

Deliver WYSIWYG

Static Content WYSIWYG

Liquid markup evaluations generally are initiated with the if tag and closed with the endif tag. If the relevant exports are included within the method query, static text can be used to utilize Liquid Markup and call merge fields.

For example, Liquid Markup can be used to conditionally display text based on what school an applicant was admitted to and what major they’ve chosen.

Testing the Liquid Markup

Always test Liquid Markup to ensure that each condition is behaving as intended. When using Liquid Markup in Portals, you can use the Impersonate feature to confirm that records are receiving the correct content: