The Rules Editor are used to automate processes throughout Slate that relate to person records, application data, and more.
For processes that are being run repeatedly in your Slate instance, a rule can be configured to automate that function. For example, when repeatedly updating the Student Type field to the Freshman prompt based on the student’s entry term, creating a rule for that assignment would make strategic sense and create greater efficiency.
Resist the urge to immediately begin writing rules for every business process in your office! After developing a familiarity with Slate, processes and practices that may benefit from using the Rules Editor will become more apparent.
Create a Rule
Rules are always visible to Slate administrators and require no knowledge of SQL.