Entities Overview

Before diving into entities, it's important to understand that in Slate, a record can have a one-to-many relationship with other records, such as test scores and relationship records. A common one-to-many relationship in Slate is a prospective student having multiple school records representing their academic history.

So what are Entities? Entities are new, custom objects/scopes exclusive to your database. A record can have a one-to-many relationship with an Entity; moreover, an Entity can belong to a person record, application record, or dataset record. Example entities include scholarships, class schedules, and more.

Entities can be used to gather and display data in the following Page Construction-scoped forms:

  • Person Page (to be viewed on custom person tabs)
  • Application Page (for custom application tabs, as well as pages within the Slate-hosted application).

Custom Entity Examples

Scholarships

An application can have multiple scholarships. In this case, a "Scholarships" Entity can be created with corresponding scholarship-scoped fields:



Class Schedule

A person can have multiple courses. In this case, a "Class Schedule" Entity can be created with corresponding class-scoped fields.

Entities require the following configurations:

  1. Create the object (entity).
  2. Create entity-scoped fields that will be associated with the entity.
  3. Create an entity widget form to collect data associated with the entity.
  4. Refresh the Configurable Joins Library.
  5. Return to your entity widget form and add your Custom List Fields within the Edit Properties menu.
  6. Embed the entity widget form. The widget form can be embedded in Slate forms such as a custom tab or inside of a Slate application.
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