Automation Overview

The Rules tool can be used to automate processes throughout Slate that relate to person records, application data, and more.

For processes that are run repeatedly in your Slate instance, a rule can be configured to automate that function. For example, when repeatedly updating a Faculty Advisor assignment to a specific person at your institution based on the student’s academic program, creating a rule for that assignment would make strategic sense and create greater efficiency.

Resist the urge to immediately begin writing rules for every business process in your office! After developing a familiarity with Slate, processes and practices that may benefit from using the Rules tool will become more apparent.

Create a Rule

  1. Select Database on the top navigation bar
  2. Select Rules.
  3. Select New Rule. A popup appears (pictured).
  4. Configure each setting* as necessary.

  5. Click Save

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*Click here for a complete listing of all setting descriptions.

Rules are always visible to Slate administrators and require no knowledge of SQL.

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