Overview

When collecting Slate application as well as imported applications, it is important for reporting to differentiate between application sources. The following example rules will help automate this process. Some adjustment may be necessary depending on which application types are used and your institutional processes.

These rules will require:

• Unique Fields - There should be one unique ID for each application type (excluding the Slate Application).

• Application Source Field - This custom application-scoped, prompt-based field will include a prompt for each of the application types. In the examples below, there are 4 imported applications, and the Slate application. The 4 imported applications each have a unique field, and are listed as prompt options within the application source field along with Slate Application. 

Set Common Application Source

Set the application source for Common Applications. If the application-scoped Common Application ID field exists for an application, then set the Application Source to Common Application.

Because the application source will never change, configure these rules to use the Upon Application Submission Only trigger so the rule only runs at the time of application submission.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set Common Application Source

   • Base - Applications

   • Type - Field

   • Trigger - Upon Submission Only

   • Folder - Application Source

   • Exclusivity Group - Application Source

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 5

4. Click Save.

Configure the appropriate filters:

• Application Field Value Exists - Returns applications that contain a value in the specified field.

Application Field Value Exists = Common App ID

Configure the appropriate action:

• Field - Select Application Source

• Action - Select Replace Values

• Prompt- Select Common Application

Set Royall Application Source

Set the application source for Royall Applications. If the application-scoped Royall ID field exists for an application, then set the Application Source to Royall Application.

Because the application source will never change, configure these rules to use the Upon Application Submission Only trigger so the rule only runs at the time of application submission.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set Royall Application Source

   • Base - Applications

   • Type - Field

   • Trigger - Upon Submission Only

   • Folder - Application Source

   • Exclusivity Group - Application Source

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 10

4. Click Save.

Configure the appropriate filters:

• Application Field Value Exists - Returns applications that contain a value in the specified field.

Application Field Value Exists IN Royall App ID

Configure the appropriate action:

• Field - Select Application Source

• Action - Select Replace Values

• Prompt- Select Royall Application

Set Questbridge Application Source

Set the application source for Questbridge Applications. If the application-scoped Questbridge ID field exists for an application, then set the Application Source to Questbridge Application.

Because the application source will never change, configure these rules to use the Upon Application Submission Only trigger so the rule only runs at the time of application submission.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set Questbridge Application Source

   • Base - Applications

   • Type - Field

   • Trigger - Upon Submission Only

   • Folder - Application Source

   • Exclusivity Group - Application Source

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 15

4. Click Save.

Configure the appropriate filters:

• Application Field Value Exists - Returns applications that contain a value in the specified field.

Application Field Value Exists IN Questbridge App ID

Configure the appropriate action:

• Field - Select Application Source

• Action - Select Replace Values

• Prompt - Select Questbridge Application

Set Universal College Application Source

Set the application source for Universal College Applications. If the application-scoped QuestbridgeID field exists for an application, then set the Application Source to Universal College Application.

Because the application source will never change, configure these rules to use the Upon Application Submission Only trigger so the rule only runs at the time of application submission.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set Universal College Application Source

   • Base - Applications

   • Type - Field

   • Trigger - Upon Submission Only

   • Folder - Application Source

   • Exclusivity Group - Application Source

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 20

4. Click Save.

Configure the appropriate filters:

• Application Field Value Exists - Returns applications that contain a value in the specified field.

Application Field Value Exists IN UCA App ID

Configure the appropriate action:

• Field - Select Application Source

• Action - Select Replace Values

• Prompt- Select Universal College Application

Default Rule (Set Slate Application Source)

Set the application source for Slate Applications. If an application record does not meet the filter criteria for rules 1-4 (this number will differ depending on the application types imported), then set the Application Source to Slate Application.

Because the application source will never change, configure these rules to use the Upon Application Submission Only trigger so the rule only runs at the time of application submission.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set Slate Application Source

   • Base - Applications

   • Type - Field

   • Trigger - Upon Submission Only

   • Folder - Application Source

   • Exclusivity Group - Application Source

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 25

4. Click Save.

Configure the appropriate filters:

• NA - Because this source will serve as a catch all, and be given to any applications that do not meet the prior rules, there is no need to include a filter.

Configure the appropriate action:

• Field - Select Application Source

• Action - Select Replace Values

• Prompt - Select Slate Application