Custom Datasets

A dataset is a collection of records that are not prospects or applicants. Example datasets that are preloaded with every Slate database are Organizations and Organization Contacts. These datasets are related to schools, but datasets can be created for numerous purposes, such as volunteer records, churches, alumni interviewers, and community-based organizations. While dataset records are not student records, they are records that allow for data collection and querying. Datasets can have custom fields, addresses, devices, relationships, and more. If there is a need for non-prospect or applicant records within a database, creating a custom dataset may be an ideal strategy. 

Creating the Dataset

To create a custom dataset:

  1. Select Database on the top navigation bar and select Datasets.
  2. Select Insert.
  3. Enter the following User configurations in the dialog box:
    • Status: Set to Active.
    • Type: Refer to the list of types in the Connecting Datasets to Existing Functionality section below.
    • Name: Enter a name for the dataset.
  4. Select Save.

Connecting Datasets to Existing Functionality

When building additional datasets or modifying existing datasets, the Type (within Database > Datasets) of the dataset can be modified to connect the dataset to existing Slate functionality. Use the following types to link:

Key Action
relation Autosuggest existing person records, and adds relationship tab to the profile tab.
job Autosuggest existing companies on jobs tab.
giving Adds the giving tab within the dataset.
gift_fund Links the funds dataset to the fund field within the giving tab.
school Autosuggest on schools tab.
location Autosuggest on location name for events.
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