Creating Entities & Associated Fields

Create the Entity

  1. Select Database on the top navigation bar
  2. Select Entities.
  3. Select Insert. A popup appears (pictured).
  4. Configure each setting as necessary.

  5. Click Save



Entity-Scoped Fields

When creating an entity, all data points that should be stored will require custom fields to store them.

Considerations before creating an entity-scoped field:

  • Does this field need to store one value per entity entry or multiple values?
  • Does the field include a predetermined list of values, or does it collect free text?
  • If storing multiple values, should new values be added to the field, or should the new values replace the previous ones?
  • Is this value you are trying to store something unique per entity entry?

Create Entity-Scoped Fields

Once the Entity has been created, create entity-scoped fields:


  1. Select Database on the top navigation bar
  2. Select Fields.
  3. Select Insert. A popup appears (pictured).
  4. Configure each setting* as necessary.

  5. Click Save



*Click here for a complete listing of all setting descriptions.

  Tip

Datasets - Slate can relate Entities to a Dataset by using a field with the Data Type of "Related Dataset Row."

Unique for Merging - Entities require a custom configuration to ensure that incoming entity data can match existing entity data. Wherever you collect this data, the unique for merging field should be included. Some examples of useful unique for merging fields include:

  • GUID of the entity row 
  • A unique ID (e.g., from an external system)
  • A Concatenate Field (e.g., data from two custom entity fields)
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