Rules Overview

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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

Select Database on the top navigation bar Select Rules. Select New Rule. A popup appears (pictured). Configure each setting* as necessary. Click Save
*Click here for a complete listing of all setting descriptions.

Rules are always visible to Slate administrators and require no knowledge of SQL.