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 ...

The Query Builder is used to isolate records that meet specific criteria. Some of the queries created in Slate will be used continually as part of business processes, while others can be used just once to accomplish a non-recurring task. Choose New ...

Query Exports allow a user to extract data from Slate and display it in a manner that is appropriate for the end user. This may be used in queries, reports, merge fields and more. How to add Exports 1. Click the Export button to define the data...

A subquery filter looks across the 'many' of the one-to-many relationships in Slate to determine which records to return in a query. Several aggregate functions can be used to filter records based on values on other query bases, including: Exists...

A subquery is an inner or nested query within a main or enclosing query. The Subquery part allows a column expression to be defined that can return different types of output: Concatenations Aggregates Dictionary Custom Ranked Values E...

Queries perform various functions in Slate, such as returning and displaying specific data, creating recipient mailing lists, and building reports in Report Builder. Configurable joins enhance the capabilities of data extraction. A join combines dat...

Saved queries can be used to find the same records regularly to accomplish a recurring business task. Additionally, saved queries can easily be shared with other Slate users. Click Queries / Reports in the top navigation bar. Click New Que...

New / Edit Query Settings Edit Properties Settings Limit Rows Restrict the number of returned results by configuring a row limit. This setting is typically used when configuring a query for: Call list If an external system can o...

Data in Slate is stored and organized into tables, and all of these tables together comprise a Slate database. These tables are all connected, making Slate a Relational Database. When viewing a Person record in Slate, an additional tab appears when...

Export Destinations Often queries are run with a specific business goal in mind. For example, query results may need to be downloaded as an Excel spreadsheet. Often queries are run with a specific business goal in mind. For example, a tag may be...

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 ...

When choosing the Configurable Joins query base for your query or report part, it’s important to ask yourself what data points you’re hoping to display or aggregate. This will help determine which base is best for your purpose. The base for a query ...

Configurable Joins are a powerful tool to query your database. As you transition from Local or Slate Template Library (STL) queries to queries that use Configurable Joins, you'll encounter a few differences in features and terminology. This article ...

Tired of re-building the same exports, filters, and joins within your queries? These query elements can now be created centrally within a database-specific Query Library . The Query Library packages institutionally-desired items for users to acces...

Data in Slate is stored and organized into tables, and all of these tables together comprise a Slate database. These tables are all connected, making Slate a Relational Database. When viewing a Person record in Slate, an additional tab appears when...

Process Considerations To optimize performance in a system, it's helpful to break down the time it takes for different processes to occur. Pulling Data Updating Data Processes that Occur on a Schedule Pulling Data There is...

Fields using the "user" prompt—such as the default "Staff Assigned" field—are different than other prompt-driven fields in that they: Aren't created or managed in the prompts tool Connect the field to a user in your database. This allows you t...

The Query Builder is used to isolate records that meet specific criteria. Some of the queries created in Slate will be used continually as part of business processes, while others can be used just once to accomplish a non-recurring task. Choose New ...

Saved queries can be used to find the same records regularly to accomplish a recurring business task. Additionally, saved queries can easily be shared with other Slate users.  Select Queries/Reports on the top navigation bar. Select New Qu...

New / Edit Query Settings Edit Properties Settings Limit Rows Restrict the number of returned results by configuring a row limit. This setting is typically used when configuring a query for: Call list If an external system can only ...

Query formulas are a powerful tool for SIS exports and data integration, making it possible to export your data in precisely the format and layout required by external systems. Query Formula Export Parts can be used to: perform mathematical calcu...

Efficiently written queries that are run manually have a window of five minutes to execute successfully before timing out. To prevent this, it's essential to keep the following strategies and considerations in mind when building a new query. Optimi...

Data in Slate is stored and organized into tables, and all of these tables together comprise a Slate database. These tables are all connected, making Slate a Relational Database. When viewing a Person record in Slate, an additional tab appears when...