Require Address Information

Require Permanent Address

Prevents submission of the application if the applicant has not entered a permanent address.

  1. Type - Submission Requirement
  2. Section: Personal Information page, which will begin as "per -"
  3. Name - Provide the text that will display when the applicant is missing information.
  4. Warning -Select Hard Fail.
  5. Base - Configurable Joins - Application
  6. Filters - Create a Subquery Filter (Aggregate - Not Exists) that includes a filter for Address Type.

 

Require Mailing Address

Prevents submission of the application if the applicant has not entered a mailing address.

  1. Type - Submission Requirement
  2. Section: Personal Information page, which will begin as "per -"
  3. Name - Provide the text that will display when the applicant is missing information.
  4. Warning -Select Hard Fail.
  5. Base - Configurable Joins - Application
  6. Filters - Create a Subquery Filter (Aggregate - Not Exists) that includes a filter for Address Type.

 

  Try a Slate Example!

Use Suitcase to import the two hard fail queries below into your institution's database. These queries are also featured as hard fails in the Clean Slate Showcase environment.

Suitcase ID
a04770f5-349d-4e95-a9c0-0c5d0b1ba3b0:slate-examples

 

Require Postal Code for U.S. or Canadian Mailing Addresses

This hard fail query determines whether an address entered on the record has a postal code for U.S. and Canadian Citizens. Students residing outside of one of these countries will not see the hard fail.

Completed_Require_Postal_Code_Testing_Query.png

Creating a Testing Query

This query includes a subquery filter for applications without US or Canadian postal codes. It also includes filtered subquery exports configured in the same way, which will display application records lacking postal codes and ensure the query is working. To find U.S. and Canadian applications without postal codes: 

  1. From the main navigation, under Queries / Reports, select Queries.
  2. Click New Query. Configure the following settings:
    • Name: Give the query a descriptive name. In the Suitcase import, this query exists as Hard Fail - Please add a ZIP code to your U.S. address.
    • Folder: Organize your application requirement test queries by keeping them in a folder. 
    • Type: Configurable Joins
    • Category: Records
    • Base: Application
  3. Click Save.

Subquery Filter

  1. Click Subquery Filter. Configure the following settings:
    • Name: Exists - U.S./CAN Mailing Address Without Postal
    • Type: Dependent Subquery
    • Aggregate: Exists
  2. Within the subquery filter, click Join. 
    1. Select Person. 
    2. Click Continue. 
    3. Click Save.
  3. Still within the subquery filter, click Join again.
    1. Select Addresses.
    2. Click Continue.
    3. Click Save.

Subquery_Filter_-_Exists_US_CAN_Mailing_Address_without_Postal.png

  1. Still within the subquery filter, click Filter.
    1. Click Type.
    2. Click Continue.
    3. Select Mailing Address.
    4. Click Save.

Filter_with_Subquery_Filter_-_Type_IN_Mailing_Address.png

  

  1. Still within the subquery filter, click Filter again.
    1. Select Country.
    2. Click Continue.
    3. Use CTRL+Click to select Canada and United States.
    4. Click Save.

Filter_with_Subquery_Filter_-_Country_IN_Canada__US.png

  1. Still within the subquery filter, click Subquery Filter. Configure the following settings:
    • Name: Not exists - ZIP
    • Type: Dependent subquery
    • Aggregate: Not Exists
  2. Within the nested subquery filter, click Export.
    1. Click Postal. 
    2. Click Continue.
  3. Click Save.

Subquery_Filter_-_Not_Exists_ZIP_-_With_Postal_export.png

Exports

Person Reference ID

  1. Click Subquery Export. Configure the following settings:
    • Name: Person Ref
    • Type: Dependent Subquery
    • Output: Rank
    • Row Offset: 1
  2. Within the subquery export, click Join
    1. Select Person.
    2. Click Continue. 
    3. Click Save.
  3. Within the subquery export, click Export. 
    1. Under person, select Reference ID.
    2. Click Continue. 
  4. Click Save. 




Postal_Code_Subquery_Export_-_Person_Ref.png

  

Person Name

  1. Click Subquery Export. Configure the following settings:
    • Name: Person Name
    • Type: Dependent Subquery
    • Output: Rank
    • Row Offset: 1
  2. Within the subquery export, click Join
    1. Select Person.
    2. Click Continue. 
    3. Click Save.
  3. Within the subquery export, click Export
    1. Under Person, select Name. 
    2. Click Continue.
  4. Click Save.
  5. Click Export.
    1. Under Applications, select Reference ID.
    2. Click Continue. 


Subquery_Export_-_Person_Name.png

Postal Code

  1. Click Subquery Export. Configure the following settings:
    • Name: Postal Code
    • Type: Dependent Subquery
    • Output: Concatenate
    • Row Offset: 1
    • Row Limit: 1
  2. Within the subquery export, click Join. 
    1. Select Person. 
    2. Click Continue. 
    3. Click Save.
  3. Still within the subquery export, click Join again.
    1. Select Addresses. 
    2. Click Continue. 
    3. Click Save.
  4. Still within the subquery export, click Filter.
    1. Click Type.
    2. Click Continue.
    3. Select Mailing Address.
    4. Click Save.
  5. Still within the subquery export, click Filter again.
    1. Select Country.
    2. Click Continue.
    3. Use CTRL+Click to select Canada and United States.
    4. Click Save.
  6. Still within the subquery export, click Export.
    1. Under Addresses, select Postal.
    2. Click Continue.
  7. Click Save.
  8. Within the subquery export, click Export.
    1. Under Addresses, select Postal. 
    2. Click Continue. 



Subquery_Export_-_Postal_Code.png

  1. Within the subquery export, click Filter.
    1. Under Addresses, select Type.
    2. Select Mailing Address.
    3. Click Save.
  2. Within the subquery export, click Filter.
    1. Under Addresses, select Country.
    2. Use CTRL+Click to select Canada and United States.
    3. Click Save.
  3. Click Save to save the subquery export.

Filter_within_Subquery_-_Address_Type_-_IN_Mailing.png

  

Application Reference ID

  1. Click Export.
    1. Under Application, select Reference ID.
    2. Click Continue. 

Click Preview Results. Confirm that, if there are applications in your database without US or Canadian postal codes, they appear with person reference IDs, names, and application reference IDs in the left columns. 

Preview_Results_-_Application_Records_with_Missing_Postal_Code.png

 

Creating Application Logic

To create the hard fail for missing US or Canadian postal codes:

  1. Select Database from the main navigation. 
  2. Under Applications, select Application Logic.
  3. Click Insert. A popup appears.
  4. Configure the following settings:
    • Type: Submission Requirement
    • Section: By default, per - Personal Background, but you can also select a custom personal information page.
    • Name: Enter a descriptive name; for example, Please add a ZIP code to your U.S. address.
    • Warning: Hard Fail
    • Group: Select a group, if applicable.
    • Base: Configurable Joins - Application

Application_Logic_-_Require_Postal_Code.png

  

  1.  Click Subquery Filter. Configure the following settings:
    • Name: Exists - U.S./CAN Mailing Address Without Postal
    • Type: Dependent Subquery
    • Aggregate: Exists
  2. Within the subquery filter, click Join. 
    1. Select Person. 
    2. Click Continue. 
    3. Click Save.
  3. Within the subquery filter, click Join. 
    1. Select Addresses. 
    2. Click Continue. 
    3. Click Save.
  4. Within the subquery filter, click Filter.
    1. Under Addresses, select Type.
    2. Click Continue. 
    3. Select Mailing Address.
    4. Click Save.
  5. Within the subquery filter, click Filter again.
    1. Under Addresses, select Country.
    2. Click Continue. 
    3. Use CTRL+Click to select Canada and United States.
    4. Click Save.
  1. Within the subquery filter, click Subquery Filter. Configure the following settings:
    • Name: Not exists - ZIP
    • Type: Dependent subquery
    • Aggregate: Not Exists
  2. Within the nested subquery filter, click Export.
    • Under Addresses, select Postal.
    • Click Continue.
  3. Click Save to save the nested subquery filter.
  4. Click Save to save the subquery filter.
  5. Click Save to save the application logic record.

Application_Logic_-_Require_Postal_Code_-_Nested_Subquery_Filter_and_Export.png

 

Require Address Information

This hard fail query looks for applicants who do not have a rank 1 overall address, which is equivalent to "Active Address" filter in Slate Template Library queries. Individual hard fails can also be made for both Mailing address and Permanent addresses by adding an Address Type filter and selecting one of the two.

Completed_Require_Address_Query.png

 

Creating a Testing Query

This query includes a subquery filter for applications without an active address. It also includes filtered subquery exports configured in the same way, which will display application records lacking an active address and ensure the query is working. To find applications without an active address:

  1. From the main navigation, under Queries / Reports, select Queries.
  2. Click New Query. Configure the following settings:
    • Name: Give the query a descriptive name. In the Suitcase import, this query exists as Hard Fail - Missing Address.
    • Folder: Organize your application requirement test queries by keeping them in a folder. 
    • Type: Configurable Joins
    • Category: Records
    • Base: Application
  3. Click Save.

Join

  1. Click Join. 
    1. Select Person.
    2. Click Continue.
    3. Click Save.

Subquery Filter

  1. Click Subquery Filter. Configure the following settings:
    • Name: Not Exists - Address by Rank Overall 1
    • Type: Dependent Subquery
    • Aggregate: Not Exists
  2. Within the subquery filter, click Join.
    1. Select Person. 
    2. Click Continue. 
    3. Click Save.
  3. Still within the subquery filter, click Join again.
    1. Select Address by Rank Overall. 
    2. Click Continue.
    3. In the Rank field, enter 1. 
    4. Click Save.

Subquery_Filter_-_Not_Exists_-_Address_by_Rank_Overall_1.png

  1. Still within the subquery filter, click Filter.
    1. Under Address by Rank Overall, select Rank. 
    2. Click Continue.
    3. In the Rank field, select = from the drop-down, then enter 1.
    4. Click Save.
  2. Click Save to save the subquery filter.

Subquery_Filter_-_Filter_for_Address_Rank_1.png

Exports

Address Rank

  1. Click Subquery Export. Configure the following settings:
    • Name: Address Rank
    • Type: Dependent Subquery
    • Output: Concatenate
    • Row Separator: \n
    • Row Offset: 1
  2. Within the subquery export, click Join. 
    1. Under Person, select Address by Rank Overall.
    2. Click Continue.
    3. In the Rank field, enter 1.
    4. Click Save.
  3. Still within the subquery export, click Export.
    1. Under Address by Rank Overall, select Rank.
    2. Click Continue.
  4. Click Save to save the subquery export.

Subquery_Export_-_Address_Rank.png

  

Address Information

  1. Click Subquery Export. Configure the following settings:
    • Name: Address Information
    • Type: Dependent Subquery
    • Output: Concatenate
    • Row Separator: \n
    • Row Offset: 1
  2. Within the subquery export, click Join. 
    1. Under Person, select Address by Rank Overall.
    2. Click Continue.
    3. In the Rank field, enter 1.
    4. Click Save.

Subquery_Export_-_Address_Information.png

  1. Still within the subquery export, click Export.
    1. Under Address by Rank Overall, select:
      • Street 1
      • City
      • Region
      • Postal
    2. Click Continue.

Exports_within_Address_Information_subquery_export.png

  1. Still within the subquery export, click Literal.
    1. In the Name field, enter space.
    2. In the Literal field, press the space bar.
    3. Click Save. 
    4. Click the Copy icon and click Save Copy. Repeat once.
    5. Click and drag the literals to distribute them between the exports.
  2. Click Save to save the subquery export.

Person Name, Reference ID

  1. Click Export. 
  2. Under Person, select Name and Reference ID.
  3. Click Continue

Literal_-_Space.png

Click Preview Results. Confirm that, if there are applications in your database without an active address, they appear with person reference IDs and names in the left columns. 

Preview_Results_-_Require_Address.png

 

Creating Application Logic

To create the hard fail for a missing address:

  1. Select Database from the main navigation. 
  2. Under Applications, select Application Logic.
  3. Click Insert. A popup appears.
  4. Configure the following settings:
    • Type: Submission Requirement
    • Section: By default, per - Personal Background, but you can also select a custom personal information page.
    • Name: Enter a descriptive name; for example, Please complete address information.
    • Warning: Hard Fail
    • Group: Select a group, if applicable.
    • Base: Configurable Joins - Application

 

Application_Logic_-_Require_Address.png

  
  1. Click Subquery Filter. Configure the following settings:
    • Name: Not Exists - Address by Rank Overall 1
    • Type: Dependent Subquery
    • Aggregate: Not Exists
  2. Within the subquery filter, click Join.
    1. Select Person. 
    2. Click Continue. 
    3. Click Save.
  3. Still within the subquery filter, click Join again.
    1. Select Address by Rank Overall. 
    2. Click Continue.
    3. In the Rank field, enter 1. 
    4. Click Save.
  4. Still within the subquery filter, click Filter.
    1. Under Address by Rank Overall, select Rank. 
    2. Click Continue.
    3. In the Rank field, select = from the drop-down, then enter 1.
    4. Click Save.
  5. Click Save to save the subquery filter.
  6. Click Save to save the application logic record.

Application_Logic_Subquery_Filter_-_Not_Exists_-_Address_by_Rank_Overall_1.png

 

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