Rule Bases & Types

Prospects/Persons
Rule Type Automation Action Example
Field Replace, append, or delete a field value for records within a defined population If the student type field is empty and the entry term is Fall 2020 then set the student type field to Freshman
Person Status Update a record's person status to Prospect, Inquiry, or Applicant If a record has an application then set the status to Applicant
Interaction Add an interaction to records within a defined population If the GPA field is > 4.0 and the Legacy tag exists then add a Watch Flag interaction
Tag Set or unset a tag for records within a defined population If the Parent 1 School key is Slate University or the Parent 2 School key is Slate University then set the Legacy tag
Test Optional Set a "Test Optional" flag for test scores, preventing them from displaying on the a person record dashboard, in the Scores tab, or the Slate Reader, while still retaining the scores themselves in the backend. If applicant answers "No" to application question "Would you like Slate University to consider test scores in your application?" then add Test Optional flag to their test scores.
Applications
Rule Type Automation Action Example
Activity Add an activity to applications within a defined population When a student submits the application add an application fee payment due activity
Application Status
Update an application’s application status When an application is submitted and has all checklist items fulfilled then set the application status to Awaiting Decision
Bin Set or clear the bin and set the reader queue for applications within a defined population If the application status is Awaiting Materials and the Bin is not assigned then set the Bin to Awaiting Materials
Checklist Add, remove, and/or fulfill checklist items for applications within a defined population Define the international checklist group for international records
Decision Add a decision to applications within a defined population If the applicant has paid their enrollment deposit then add the Deposited decision to the application
Field Replace, append, or delete a field value for applications within a defined population If an application has a Common App ID and the Application Type is empty then set the Application Type to Common App 
Tag Set or unset a tag for applications within a defined population If an applicant answers Yes to “Have you applied previously?” then set the Reapplicant tag
Form & Event Rules (Person Scoped)
Rule Type Automation Action Example
Field Replace or delete a field value for records based on a form response If the Student Type field is empty and the Entry Term is Fall 2020 then set the student type field to Freshman
Interaction Add an interaction to records based on a form response If a student was contacted through a telecommunications campaign then add an interaction
Tag Set or unset a tag for records based on a form response If a student submits an athlete recruitment form then set the Athlete tag
Form & Event Rules (Application Scoped)
Rule Type Automation Action Example
Activity Add an activity to records based on a form response If a student was contacted through a phone-a-thon campaign then add an admitted student contact interaction
Bin Set or clear the bin for records based on a form response If an applicant withdraws their application through a Withdrawal form then clear the Bin
Checklist Add, remove, and/or fulfill checklist items for records based on a form response If the applicant fills out the financial aid form then fulfill the Financial Aid Information requirement
Decision Add a new decision to records based on a form response If the applicant accepts an offer by submitting the reply to offer form then add the Deposit Pending decision
Field Replace or delete a field value based on a form response If an applicant has a Common App ID and the Application Type is empty then set the Application Type to Common App
Tag Set or unset a tag for records based on a form response If an applicant answers Yes to “Have you applied previously?” then set the Reapplicant tag
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