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      Customizing Slate Advancement Standard Fields & Prompts
      • 18 Mar 2024
      • 3 minute read
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      Contents

      Customizing Slate Advancement Standard Fields & Prompts

      • Updated 18 Mar 2024
      • 3 minute read
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      Article Summary

      Standard Field Types

      Slate for Advancement uses various types of standard fields & prompts for giving.

      Customizable Fields

      • Gift Type 1,2

      • Gift Status 1,2

      • Gift Fund 1,2

      • Gift Amount 1,2

      • Gift Appeal 1

      • Campaign 1

      • Opportunity Status 1

      • Occasion 1

      • Defaulted Soft Credits 1

      • Fund Type 1

      1 Denotes additional configurations available
      2 Denotes required

      Standard and “No Customization Necessary” Fields

      • User

      • Gift Date

      • Fair Market Value

      • Tax Amount

      • Anonymous

      • Identity

      • Created

      • Updated

      • Notes

      • External ID

      • Occasion - Honoring

      • Occasion – Honoring Other

      • Pledge – Configure Installments

      • Pledge – Start Date Override

      • Pledge – Number of Installments

      • Pledge – Months Between Installments

      • Pledge – Installment Overrides

      • Pledge/Planned – Revocable

      • Planned – Amount Received

      • Planned – Amount Not Received

      Fields and Prompts with Special Configurations

      Name

      Behavior

      Prompt Key

      Prompt Category

      Campaign

      Campaigns are configured in the Campaigns section of the database. Once created, a list of available campaigns is selectable when entering a gift.

      n/a

      n/a

      Gift Type

      By default, all prompt values for gift_type appear under gifts, pledges, and planned giving. These prompt values can be restricted to appear only under gifts, pledges, or planned giving through the use of a key-value pair (PKV).

      Examples of gift type values include:

      • Cash

      • Property

      • Stock

      • In-Kind Services

      Note

      Do not use the gift_type prompt list for any field other than Gift Type. This prompt list is intended to be used exclusively for the Gift Type field, and connecting it to other fields will cause errors.

      gift_type

      n/a

      Gift Appeal

      A specific outreach, such as a new graduate appeal.

      This field will only appear when a prompt list exists.

      gift_appeal

       n/a

      Gift Status

      Status of a gift. For example: Received

      This field shares the same field and prompt list as pledge status and planned giving status.

      The prompt requires a category of "Received."

      gift_status

      Received

      Fund Type

      Funds can be categorized by creating a field with the key "fund_type."

      A prompt list can be associated with this field to include the prompt categories. Using this field provides greater control over the funds list on forms. 

      n/a

      n/a

      Pledge Status

      Status of a gift. For example: Pledged

      This field shares the same field and prompt list as gift status and planned giving status.

      The prompt requires a category of "Pledged."

      gift_status

      Pledged

      Planned Giving Status

      Status of a gift. For example: Planned

      This field shares the same field and prompt list as gift status and pledge status.

      The prompt requires a category of "Planned."

      gift_status

      Planned

      Opportunity Status

      Status of an opportunity.

      gift_project_status

      n/a

      Occasion

      A reason for giving a particular gift. For example: In Honor of or In Memoriam.

      It can be connected to a separate, existing record in Slate. 

      gift_occasion

      n/a

      Relationships

      Relationship types are configured using the “relationship_type” special prompt key. Out of the box, the following relationships are configured (any of the standard relationship_type values listed above can be inactivated if not used):

      • Father

      • Mother

      • Step-Father

      • Step-Mother

      • Legal Guardian

      • Sister

      • Brother

      Additional relationship types to consider:

      • Aunt

      • Uncle

      • Cousin

      • Employer

      • CEO

      • Owner

      • Fund Primary

      • Contact

      Important!

      Consider how all entities in an instance could be related.

      Relationships also serve the purpose of linking gifts as soft credits.

      relationship_type

       

      Restricting Gift Type Prompts

      Example 1 (No Special Configurations)

      By default, all prompt values for gift_type appear under gifts, pledges, and planned giving.

      In the following example, the gift type of "cash" appears as an option under gifts, pledges, and planned giving:

      1.png

      The resulting view from the Gift section of the Giving tab on the person record:

      2.png

      Example 2 (Special Restriction Configurations)

      While all prompt values for gift_type appear under gifts, pledges, and planned giving by default, these prompt values can be restricted to only appear under gifts, pledges, or planned giving through the use of a PKV.

      In the folllowing example, a PKV has been included in the XML section to limit the places where the "property" prompt will appear. With the addition of this code, "property" will appear as an option ONLY in the planned giving section.

      3.png

      The resulting view from the planned gift section of the giving tab on the person record:

      4.png

      Gift Type PKVs

      The following list describes the three distinct areas for gift-type prompt limits. By default, the gift type appears for all. If the gift should not be limited to a particular gift type, it is not necessary to add the PKVs shown.

      Gift Type

      PKV

      Behavior

      Pledged

      <p>
<k>status_category</k>
<v>Pledged</v>
</p>

      Using this PKV will display the prompt value under the pledge gift type.

      Received

      <p>
<k>status_category</k>
<v>Received</v>
</p>

      Using this PKV will display the prompt value under the received gift type.

      Planned

      <p>
<k>status_category</k>
<v>Planned</v>
</p>

      Using this PKV will display the prompt value under the planned gift type.

      What if the gift type should appear in more than one area but not all?

      If a gift type prompt should appear in more than one but not all, include multiple PKVs. For example:

      <p>
<k>status_category</k>
<v>Pledged</v>
</p>
<p>
<k>status_category</k>
<v>Received</v>
</p>

      In this example, this particular prompt appears for ONLY "pledged" and "received" gifts.

      Suggesting Soft Credits for Relationship Types

      The following two PKVs can be associated with individual relationship_type prompts to either:

      • Suggest relationships be given a soft credit when making a gift.

      • Default a particular relationship to automatically receive a soft credit when making a gift, like a spouse.

      Note that only linked relationship records can be suggested or defaulted.

      Gift Type

      PKV

      Behavior

      Hide as suggested soft credit

      <p>
<k>soft</k>
<v>0</v>
</p>

      Using this PKV will hide relationship types from appearing as a suggested soft credit.

      Default suggested

      <p>
<k>soft_default</k>
<v>1</v>
</p>

      Using this PKV will default a suggested soft credit to always receive credit.

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