Application Management Portal

For a more personalized, flexible experience when managing Slate applications, use the Portals tool to create an Application Management Page

Users can visit your application creation page, which displays different information if they fall within a specific set in the applicant pool. Create as many entries as you want within your Portal tool to customize landing pages and application management pages as finely as your process requires.

  What's the benefit of the Application Management Page over a standard application portal?

The addition of Application Creation Behavior allows you to specify which applications are visible depending on the applicant. 

Note: This article will use Graduate Applications as the example throughout.

Create the Login Page

The first step in this process is to create a login page for applicants. This involves two steps:

  1. Creating a custom application landing page, and
  2. Creating a view.

Follow the procedure below to get started.

Custom Application Landing Page

To create a custom application landing page for a subset of applicants:

  1. Select Database from the top navigation, then select Portals.
  2. Click New Portal. An Edit Details popup appears.
  3. In the popup, configure the following settings:
    • Folder: Assign a sensible folder name that distinguishes this portal from others, such as Start Application

    • Key: Assign a unique key such as gr_app. Note: This key will be used in the URL you provide to your graduate applicants

    • Name: Assign a name, such as Graduate Application

    • Default View: Leave this blank for now (you haven't yet set up a View to use for this portal. We'll come back to this later on).

    • Secure Link: Set this to Disable access via secure link and require login.

    • Anonymous Access: Set to Allow anonymous access to view unpersonalized content

    • Anonymous Default View: Leave this set to Do not override default view for anonymous access. We'll come back and change this once we have a view.   
    • Special Portal Type: Set to Application Management Portal

    • Remove X-Frame-Options Header (to allow embedding): Set to Keep standard header – no iframe embed
  4. Click Save

    Create_Custom_Application_Landing_Page_for_Subset.png

Next, we'll create the View.

Custom View

This view will determine the look and feel of your pages. In this section, we'll cover the steps to create a  new Login page and a new Application Management Page.

To create a new Login page view:

  1. Click New View. An Edit View popup appears.
  2. Customize the following settings:
    • Status: Active
    • Name: Login
    • Layout: Two Equal Columns with Header

    New_View_-_Login.png

  3. Click Save.

We've chosen the layout Two Equal Columns with Header because it most closely resembles Slate's default Login page.

Select Login from your list of views. On your new Login page, you will see a blank header row with two columns below. Within each of these areas, you can insert a Static Content block to further customize the experience.

Add_Static_Content_to_Login_Page.png

Next, we'll create a link within each of these static content sections to direct people to the appropriate page.

To create links within each section:

  1. Copy the Portal URL.

    Copy_Portal_URL.png

  2. Return to the Login view.

  3. Within each Static Content Block, use the WYSIWYG editor's link button to create a hyperlink and paste in the copied Portal URL. The link contains the full URL of your instance.

    Paste_Portal_Link.png

To create an embedded URL for your Login and Create Account links:

  1. Select the text you wish to hyperlink.
  2. Set the Link Type to URL.
  3. Set the Protocol to <other>.

The URL should begin with /account/login?r= followed by the URL of your portal, like so:

/account/login?r=http://yourinstitutionslateaddress.edu/portal/gr_app

Repeat the above steps for the Create Account link. In this case your URL will begin with /account/register?r= followed by your portal URL.

Links_in_Static_Content.png

Your login page setup is complete, but you still need to update your portal configurations to include your new view.

  1. Head back to the Portal Setup Page.
  2. Click Edit.
  3. Set the Default View to Login.
  4. Set the Anonymous Default View to Login.

    Login_View___Anonymous_Default_View.png

Let’s move on to the Application Management Page configuration.

Configure the Application Management Page

Create a New View

  1. Return to Portal Setup.
  2. Click New View. An Edit View popup appears.
  3. Customize the following settings:
    • Status: Active
    • Name: Start Application
    • Layout: Two Equal Columns with Header

      New_View_-_Start_Application.png

  4. Click Save.

Once you've created the Application Management Page, you can go on to customize it as you see fit; however, there are some key components you'll want to configure beforehand, like the widgets described in the next sections.

Application List Widget

Use the Applications List widget to display any potential existing applications a student has on file. You can use filters on the Application List View tab to show specific application types on your page. For example, you could add a Round Key filter to only show Graduate round applications.

Lookup_Round_Key_IN_GR.png

In the Application Display tab, under Round Update, select Allow round update (based on round eligibility) if you want applicants with unsubmitted applications to be able to override locked or unlocked rounds. 

Round_Update.png

  Tip

The Application Header (External) Rule will behave as intended for default application management pages, but may not display correctly for custom app management pages. Recreate custom header behavior through exports, filters, and more.

Create Application Widget

Insert the Create Application widget to allow a potential applicant to create a Slate application. In this example, we are allowing the applicant to only start a 2021 Graduate application.

Create_Application_Widget.png

The field Application Creation Behavior allows one of four options:

  • Default (Active Rounds in Active Periods): This will display only the active rounds in active periods.
  • Custom Application Creation Form: Selecting this option reveals the Application Creation Form field below. From this list, you can select an existing application scoped form to pull in to display on the widget.
  • Show Specific Round: This replaces the direct round URL.
  • Show Specific Period Key: This displays all rounds under a specific key (for example, the keys GR or FR). 

Further Portal Customization

Application Management Portals do not use Methods. If an improperly structured query were to fail, the portal page wouldn't load. So, if you're looking to customize your portal with Merge Fields, create a Static Content Block and select the Merge Fields & Filters tab. From here, you can choose exports and filter on them. For example, you can display a welcome message that includes the viewer's first name only if their account was created within the last seven days.

Merge_Fields_and_Filters_Tab.png

Add the Application Management Page to Graduate Applications

Once complete you can now add the Application Management page (optional) to your Graduate application by using the Application Editor tool.

  1. From the top navigation, select Database.
  2. From the Applications Section, select Application Editor.
  3. Click the link you want to modify. In this example, it's /apply/GRAD, but your instance may be different.

    Application_Editor_URL.png

  4. Select Edit Menu from the right navigation.
  5. Click Add Link. An Edit Link popup appears.
  6. In the popup, enter the following configurations:
    • Type: Application Management (Home)
    • Subtype: Enter the name of your Portal.
    • Label: Give your page a label, if desired.
    • Page Key/Round Key filters: Add a page key if you want to limit the visibility of this page only to Graduate applicants.
Was this article helpful?
0 out of 0 found this helpful