Early Access Features Configuration Keys

Early Access Features configuration keys are occasionally used when new features are made available within Slate. Rather than being automatically enabled within all Production environments, database managers have the ability to enable these new features at their discretion. To activate an Early Access Feature, check the box next to the feature that you would like to enable and click Save. Once enabled, wait roughly 15 minutes for these changes to be reflected within your database.

Early Access Features Name Description

Active Scheduler allows you to utilize a portal to create on-the-fly timeslots for specific appointments based on a schedule that you define.

This schedule is composed of three basic parts:

  1. General availability for a given timeframe (including overrides for specific days)
  2. Existing external appointments defined by an iCal feed shared as free or busy- Documentation for iCal setup here
  3. Instances of timeslots created either manually or on the fly through the scheduling tool in a portal
  • Configurable Joins in Forms/Events

Enables Configurable Joins to be accessible within the Custom List Fields, Merge Fields, and Edit Conditions sections on Forms/Events, as well as when applying Form Conditional Logic.

A few things to note about enabling Configurable Joins in Forms/Events:

  1. Once this functionality is enabled, any new conditional logic, custom list fields, submission conditions, etc. on forms will need to be created using Configurable Joins. However, any existing logic/custom list fields/submission conditions that use Slate Template Library filters/exports will be preserved and will continue to function.
  2. As a result of Slate preserving existing custom list fields that were built using Slate Template Library exports, you will need to take the following steps to be able to use Configurable Joins in the custom list fields on an existing Form/Event template:
    • Remove all existing custom list fields from the template's "Edit Properties" screen
    • Save
    • Re-open "Edit Properties" and re-add all custom list fields using Configurable Joins
  • Default to Configurable Joins Query Base
When creating a new Query, the Type will automatically default to Configurable Joins. 
Deliver Designer empowers email marketers to design highly configurable templates from which users can easily deliver email communications in harmony with institutional design standards.
 

PayPal and Venmo can be enabled as acceptable payment methods in the standard Payment widget used in forms. These types of payment methods can be configured to be the only option in a Payment widget, or they can be configured to work along with Slate Payments.

To accept these types of payments, the institution must have an existing PayPal account, or one must be established during the setup process. The PayPal/Venmo capability can be used with or without using the Slate Payments method.

Slate's Research tab allows for the storing and management of data from both external and internal sources. This data can be source-specific from a provider (such as rating or score) or it can be more generally applicable information that may be provided from multiple sources (such as a prospect's estimated capacity). Custom research sources can also be created.

Research-scoped materials may be established and associated with individual research items as well. These materials can be uploaded to Slate directly and added to new/existing records, allowing for immediate access to any necessary primary source backup.

In all cases, research data is entirely accessible for querying and reporting. 

  • Retention Policy Scheduler
The execution of retention policies in the Retention Policy Editor can be automated by scheduling the policies to run overnight.

Suitcase lets you share multiple items between different Slate databases at the same time. With this functionality, Suitcase allows you to compile and then transfer all of the functional elements of an entire process in one complete package.

Enabling this Early Access Feature will replace the Briefcase functionality, and therefore the Copy to Briefcase option will no longer be available. However, you will still be able to import objects to your database utilizing the Briefcase Import tool.

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