Custom Entities

Custom entities may be created whenever there is a need to keep data points grouped together. For example, one person may have received many scholarships, each with their own unique characteristics (such as name, amount, and status). Because of their one-to-many nature, custom entities enable for storing of the history for these grouped data points. Common custom entities created include scholarships, extracurricular involvement, volunteer activities, and schedules.

Entities are built using a combination of custom entity-scoped fields and forms, and are meant to appear on Person and Dataset records. Using forms to construct the entity widget, institutions can use conditional logic and calculations directly within the widget.

Scholarship Entity


Because an entity is entirely custom built by the end-user, there are limitless use cases for creating and configuring entities. Before creating a new entity, first, consider if there is a standard way to capture and store data elements.  Course information is a good example of a standard data point stored in Slate via the Courses tab on the Profile, whereas a custom entity for courses allows for additional display options.

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