Customizing Slate Advancement Standard Fields & Prompts

Updated December 12, 2022 13:39

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There are various types of standard fields & prompts that 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 available for selection 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 may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.

Examples of gift types may 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. Ex: 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 of "fund_type."

A prompt list can be associated to this field to house the prompt categories. Leveraging this field allows for greater control over the funds list for use on forms.

n/a

Pledge Status

Status of a gift. Ex: 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. Ex: 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. Ex: In Honor of or In Memoriam.

Can be connected to a separate, existing record within 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 may be inactivated if not utilized):

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 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 may be restricted to only display 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 under the planned giving section.

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

Gift Type PKVs

Below is a list of the three distinct areas that gift type prompts may be limited to. Remember, by default the gift type will show for all. If the gift should not be limited to a particular gift type, then it is not necessary to add the PKVs shown below.

Gift Type	PKV	Behavior
Pledged	`<p> <k>status_category</k> <v>Pledged</v> </p>`	Using this PKV will display the prompt value under pledge gift type.
Received	`<p> <k>status_category</k> <v>Received</v> </p>`	Using this PKV will display the prompt value under received gift type.
Planned	`<p> <k>status_category</k> <v>Planned</v> </p>`	Using this PKV will display the prompt value under 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

Below are two PKVs that 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 relationships types from displaying 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.