Commonly Used Application-Scoped Exports and Filters

The Slate Template Library (STL) offered a list of common exports and filters that many clients used to query on data. Those exports and filters, however, are not accessible in Configurable Joins. We've rebuilt many of these exports and filters in query libraries that you can bring into your instance using Suitcase to ease your use of Configurable Joins. To Suitcase the exports and filters enumerated below in:

  Ready-Made Examples 

Use the Suitcase IDs below to import our ready-made examples directly into your database. 

Single Query Library Separate Query Libraries
62be3c84-4e5f-4673-aa42-4d6f628eb9ad:slate-examples

These query libraries also include commonly used person-scoped exports and filters, which you can learn more about here.

Exports 

Bins & Workflows

Name Intent
Days between entering Bin and Review Form submitted Exports the number of days that have passed between an application entering a Reader Review Bin and a submitted Reader Review Form.
Current Queue Date & User Exports information about the reader’s name and queue.
Bin History Exports a list of Bin History names and timestamps.
Current Workflow Bin Exports the name of the current workflow bin.
Current Workflow Bin Queue Exports the name of the assigned Reader.
Current Workflow Bin Timestamp Exports the timestamp of the current workflow bin.
Current Workflow Queue Timestamps Exports information about the reader’s name and the workflow's most recent updated date.

 

Checklists & Materials

Name Intent
Application Checklist Items Exports a list of all checklist items per application alongside their status.
Application Checklist Items by Section, Status, Type Exports a list of checklist items that meet the specified section, status, and subject criteria.
Most Recently Created Reference Exports the most recent reference on the application.
Most Recently Created School Report Exports the most recent school report associated with the application.
Most Recently Created Official Transcript Exports details about the most recent official transcript added to the application.
Most Recently Created Transcript Copy Exports details about the most recent unofficial transcript added to the application.
Checklist Item (Individual) Exports the checklist status and fulfilled date for the application.
App-Scoped Material Count by Key
Exports a count of the materials associated with a specified key per application.

 

Decisions & Statuses

Name Intent
Decision History (All with Created Date) Lists all decision names and the created dates

per application record returned by the query.

Decision History (Confirmed with Confirmed Date)

Lists the decision names and decision created dates for decisions that have a confirmed date.

Decision History (Released with Released Date)

Lists the decision names and created dates for decisions that have a released date before today.

Decision History (Received with Received Date) Lists the decision names and created dates for decisions that are 'Received' per application record returned by the query.

 

Events & Forms

Name Intent
Number of Events Registered Exports a count of the number of Form Responses with a Registration Status of Attended, No Show, Registered, and Waitlist.
Number of Events Attended Exports a count of the number of Form Responses with a Registration Status of Attended.
Application-Scoped Event Title & Date by Folder (Registered) Exports a list of event titles and start date/times for any form responses on the application has a status of 'Registered,' 'Waitlist,' or 'No Show' in a specified event folder.
Application-Scoped Event Title & Date by Folder (Attended) Exports a list of event titles and start date/times for any form responses on the application has a status of 'Attended' in a specified event folder.
Application-Scoped Event Title & Date by Template (Registered) Exports a list of event titles and start date/times for any form responses on the application has a status of 'Registered,' 'Waitlist,' or 'No Show' in a specified template.
Application-Scoped Event Title & Date by Template (Attended) Exports a list of event titles and start date/times for any form responses on the application has a status of 'Attended' in a specified event template.
App-Scoped Form Field Value - Most Recent Submitted Form Response Exports the most recent form response for application-scoped forms with a status of 'Confirmed/Active.'
Application-Scoped Form Title & Date by Folder (All Forms) Exports the titles and start date/times for form responses in a specified folder.
Application-Scoped Form Title & Date by Template (All Forms) Exports the titles and start date/times for form responses in a specified template.
App-Scoped Form Response Submitted Date & Title (All Forms)

Exports the titles and submitted dates for all form responses in a specified template.

Application-Scoped Interview Title & Date by Folder (Registered) Exports the titles and start date/times for 'Scheduler' form responses with a status of 'Registered,' 'Waitlist,' or 'No Show' in a specified folder.
Application-Scoped Interview Title & Date by Folder (Attended) Exports the titles and start date/times for 'Scheduler' form responses with a status of 'Attended' in a specified folder.
Application-Scoped Interview Title & Date by Template (Registered) Exports the titles and start date/times for 'Scheduler' form responses with a status of 'Registered,' 'Waitlist,' or 'No Show' in a specified template.
Application-Scoped Interview Title & Date by Template (Attended) Exports the titles and start date/times for 'Scheduler' form responses with a status of 'Attended' in a specified template.

 

Misc

Name Intent
Application is Submitted Exports the existence of an application submitted status to either a Yes or No, as abbreviated by ‘Y’ or ‘N.’
Activities (All application activities with public & private comments) Exports a list of all application activity codes alongside public and private comments.
Activities by Code Exports a list of all application activity codes alongside public and private comments for the activity codes specified.
Most Recent Payment Details by Status Exports the most recent payment details for a specified payment activity status.
Payment by Payment Account (Application-Scoped) Exports a list of payment details for the application about a specified payment account.

 

Filters 

If prompted, choose a decision code for many of the following filters and modify the date ranges as desired. For all these filters, if more specific criteria is needed, additional criteria can be added. 

Bins & Workflows

Name Intent
Has Reader Review Form Submissions by Form, Reader, and Submitted Date This filter returns application records where a Reader Review Form exists for a specified Reader and after a specified date.
Has Reader Review Form Submissions by Form and Reader This filter returns application records where a Reader Review Form exists for a specified Reader.
Has Number of Reader Review Forms Submitted Allows you to choose to have application records returned with a specified number of reviewer forms submitted.
Has Specific Reader Review Form Value This filter allows you to show only reader review form values specified in the filter.

 

Checklists and Materials

Name Intent
Checklist Items Status (Required For Reading) Returns applications with checklist items required for reading in an awaiting status.
Checklist Items Status (Required Checklist) Returns applications that have required checklist items that are in an awaiting status.
Checklist Status by Section (Reference) Returns applications that have reference checklist items that are in an awaiting status.
Checklist Status by Section (Transcript) Returns applications that have transcript checklist items that are in an awaiting status.

 

Decisions & Statuses

Name Intent
Decision (Confirmed with dates) Returns applications that have had the selected decision assigned within the specified time frame.
Decision (Expires with dates) Returns applications with the selected decision assigned to them and considers the time frame that the decision was released and valid until (as determined by the Expires Date field).
Decision (First) This filter finds the earliest Decision associated with a record using the ‘Rank Reverse.’ Rank Reverse uses the same data to rank the decisions, but the order is reversed, giving preference to the oldest decision.
Decision (Most Recent Confirmed with Dates) This filter determines what the most recent decision is. This approach is common for graduate schools where applicants typically have concurrent applications but want to prioritize ranking applications with a specific decision. For example, if configured with a "1" for the Rank Confirmed setting, this will grab the most recently confirmed decision.
Decision (Most Recent Released with Dates) This filter narrows down the query results to applications where the most recently released decision matches the decision(s) selected within the filter configuration. This filter can also be configured to look for records with a decision code ‘Queued for Release.’
Decision (Received with Dates) This filter looks for the existence of a specific decision that has been received. 
Decision (Unconfirmed) This filter returns application records where the selected decision does not have a confirmed date.
Decision Created Date by Code, Status This filter allows you to choose records that exist with specific decision code(s) between specific date ranges.
Decision Letter This filter returns application records with decisions that have Decision Letters.
Decision Reason This allows you to filter on the response on that decision reason field. No records will be returned to the query if the filter does not have a decision reason selected. ‘No Reason’ should be selected if the returned records have no reason. 
Decision Status This filter takes into consideration both Released & Queued for Release conditions. Provisional statuses can also be filtered on.

 

Events & Forms

Name Intent
Interview Registration Count Allows for records with a specified number of interviews to be returned in the query. For example, this filter can be configured to return only applications where the number of interviews is 0.
Has Interview/Scheduler Registration by Folder

Allows for records with a form response in a specified form folder to be returned in the query. This filter can also be configured to consider date range criteria.

Has Interview/Scheduler Registration by Template Allows records with a form response tied to a specified form template to be returned in the query. This filter can also be configured to consider date range criteria.

 

Misc

Name Intent
Number of Submitted References by Status and Type This filter evaluates the submission of the reference-scoped form by the recommender.
Number of Submitted References/Recommendations (Ignoring Exclusions) Applicants can exclude references and, by doing so, removes those references from associated Recommendation checklist items. This filter allows you to limit records returned to only recommenders that are not excluded. 
Number of References by Type and Date Submitted Provides a count of the number of references associated with the application record. The reference can be further filtered on by Type and Date.
Payment Outstanding (Application Fee Payment) Returns application records where the Application Fee has a value greater than zero.

 

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