Customizing Slate Advancement Standard Fields & Prompts

Updated April 24, 2023 13:45

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Various types of standard fields & prompts are used for giving:

Gift Type**
Gift Status**
Gift Fund**
Gift Amount**
Gift Appeal*
Campaign*
Opportunity Status*
Occasion*
Defaulted Soft Credits*
Fund Type*

* Denotes additional configurations available

* Denotes required

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 will be selectable when entering a gift.

n/a

Gift Type

By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving. These prompt values can be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.

Examples of gift types include:

Cash
Property
Stock
In-Kind Services

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

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_types 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!

Think about how all of the entities in an instance could be related.

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

relationship_type

Restricting Gift Type Prompts

Gift Type - Example 1 (Without Special Configurations)

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

In the example below, the gift type of "cash" will appear as an option under gifts, pledges, and planned giving:

View from the gift section of the giving tab on the person record:

Example 2 (With Special Restriction Configurations)

While all prompt values for gift_type will 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 example below, 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.

View from the planned gift section of the giving tab on the person record:

Gift Type PKVs

The following list describes the three distinct areas for gift-type prompt limits. By default, the gift type will appear 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 the above example, this particular prompt will appear 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.