Add Slate Standard Portals via Briefcase

Portals are a framework that is built into Slate that allows for custom development of mini-websites that can access Slate data and use Slate authentication. Portals represent fully-customized software development that requires specialized resources. Slate provides several out-of-the-box portals that can be customized by our partners.

Prior to beginning any portal project, it is important to identify the available resources on staff to maintain each portal. While Technolutions can offer guidance and instruction on Portals, the custom nature of a portal requires that each partner take full ownership over the portal.

Portals can be added to Slate via Briefcase using the Briefcase IDs listed below.

Required Knowledge

Our partners will need to have one or more people who know, or are willing to learn, basic SQL, HTML, Javascript, and XSLT development to customize the out-of-the-box portals or develop custom portals from scratch.

Application Status Portal (Example 1)

The applicant status portal replaces the /apply/status.xslt file institutions may have previously used to customize the applicant's experience post-submission.

The application status portal allows for many customizations, including custom checklist sections, filtering on static content, social media, and other merge fields.

The Standard Application Status Portal replicates the /apply/status.xslt file by using drag-and-drop widgets. For institutions seeking to mirror the existing /apply/status.xslt functionality, we recommend importing this portal to then build upon.

Portal Briefcase ID


If you have made any edits to the /apply/status.xslt file, these edits will not be reflected in the portal. We recommend reviewing the Migrating Portals from XSLT to Views documentation for advice about translating teasers and other application status page edits to the Application Status Portal.

Application Status Portal (Example 2)

The Customized Application Status Portal includes the Checklist by Section widget, more merge fields, filters on widgets, staff assigned information, and test scores table. This portal will require you to review the filter criteria, checklist sections, and other information prior to going live with the portal.

Portal Briefcase ID
Enrolling Student Portal

While many partners continue to evolve the application status portal beyond the point of an admission decision, some institutions may wish to give enrolling students their own portal with a different look and feel. The enrolling student portal is intended only for enrolling students where they can see enrollment checklist items and find additional information about the institution and enrollment process. In addition, the portal includes optional features, such as the ability for records to update their profile and search using a directory of fellow enrolling students.

Portal Briefcase ID Form Briefcase ID
Alumni Interviewing Portal

Using a custom dataset to store alumni volunteer information, this portal will display a curated list of applicants to the volunteer, typically for the purpose of scheduling an interview. Alumni volunteers are able to select which applicants they wish to interview and provide feedback through a custom form.

Portal Briefcase ID
Alumni Interviewing Portal (Assignments by Captains)

Similar to the alumni interviewing portal, this portal stores alumni volunteer information in a custom dataset. Certain alumni volunteers are designated as captains, which enables them to see not only a curated list of applicants but also of matching alumni volunteers. The captains are empowered to assign applicants to volunteers. Volunteers can see their assignments and, upon completion of the interview, provide feedback through a custom form.

Portal Briefcase ID (Only Applicants)
should be used if only applicants
are interviewed.
Portal Briefcase ID (Applicants & Inquiries)
This Briefcase ID should be used if both
applicants and inquiries are interviewed
Athletics Portal

This portal is configured to leverage the Slate standard Sport table, and coaches are set up as users with specific roles in Slate. Coaches are added to Slate as administrative users and given a custom role which matches the names of sports. Person records with the corresponding sport on their profiles are then shown to the appropriate coaches. The specific details of the information shown to the coach can be customized and, using a custom form, additional information can be added to the records by coaches.

Portal Briefcase ID
Giving Portal - Advancement

A portal can be a helpful tool to display information about a Giving Campaign or Giving Day. This portal allows advancement offices to display information about a specific campaign, a list of recent donors, metrics regarding the goal of the giving day or campaign, and links to giving forms.

Portal Briefcase ID
Tour Guide Portal

Tour guides can sign up to assist with campus tours (or any other type of event) via a portal. Tour guides in this example are dataset records who will be able to log into the portal and manage their tour assignments.

Find My Counselor Portal

Students can navigate to this portal to find the counselor assigned to their school. 

Portal Suitcase ID
Event Portal (Example with Tabs and Space Available)

Students can sign up for events from this portal. This portal incorporates tabs to allow students to easily navigate and sign up for both On Campus Events and Virtual Events. 

Portal Suitcase ID
Event Portal (Example with Tabs, Space Available, Reports and other features)

Students can sign up for events from this portal. This more robust portal provides additional functionality, such as reports and also includes the Find My Counselor functionality. 

Portal Suitcase ID
Reader Portal

Portals can be embedded inside of the Reader, allowing more dynamic pages to be accessible to readers (for example, dashboard pages). Conditional logic, tables, Liquid markup, and more can be leveraged to create an enhanced reader experience.

Portal Briefcase ID
Multiple Tabs Portal Example

Portals can have multiple tabs within a single framework. This basic example demonstrates a default page with standard sections that display all the time, with a home tab, second tab, and third tab.

Portal Briefcase ID
Was this article helpful?
4 out of 6 found this helpful


1 comment
  • Is anyone else having issues with the event portals in briefcase? It keeps says not available for me.


Please sign in to leave a comment.