About Rules Rules are a powerful feature that allows administrators to automate processes and streamline workflow. Rules are used throughout Slate to automate processes relating to person records, application data, and more. Here are some of the ke...

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 examp...

Prospects/Persons Applications Form & Event Rules (Person Scoped) Form & Event Rules (Application Scoped)

Prospects/Persons Applications Form & Event Rules (Person Scoped)

When setting up the automation for your institution's database, you may have a group of similar rules, and within that group, you have some rules that should have a higher priority than the others. A great example of this is the Staff Assignment ru...

When setting up the automation for your institution's database, you may have a group of similar rules, and within that group, you have some rules that should have a higher priority than the others. A great example of this is Staff Assignment rules....

Rule Formulas allow you to use Query Exports within a Formula to set a Value. Formulas are supported with the following Rule Types: Field Application Header Person Header Person Index Dataset Index/Header Dataset Username Datase...

Person Triggers Rules on the Prospects/Person base of the following types require Trigger selection: Bin Field Interaction Project Task Tag The trigger selection options are: Application Triggers  Rules on t...

Prospect Triggers Rules on the Prospect base of the following types require Trigger selection: Bin Field Interaction Project Task Person Active/Inactive Person Index Tag The trigger selection options are: Application Trig...

Preview Status  Putting your rules in Preview Status allows you to see how your records will be affected before activation. In the Rules Editor, select the  Preview Actions button. You can either enter a specific record to review or select Displ...

Preview Status  Putting your rules in Preview Status allows you to see how your records will be affected before activation. In the Rules Editor, select the  Preview Actions button. You can either enter a specific record to review or select Dis...

All active rules will run on a record when the record is updated. For example, when new information is added to a record through a form the rules will fire on that record. Use Retroactive Refresh to fire rules on records that were last updated in t...

All active rules will run on a record when the record is updated. For example, when new information is added to a record through a form the rules will fire on that record. Use Retroactive Refresh to fire rules on records that were last updated in t...

If you notice a drop in performance as your database grows in record volume and complexity, consider trimming and honing existing rules. Follow these best practices for writing efficient rules: Best Practices OR - Avoid OR statements. Inst...

If you notice a drop in performance as your database grows in record volume and complexity, you may consider trimming and honing existing rules. Follow these best practices for writing efficient rules: Best Practices Avoid OR statements : opt ...

Person and Applicant records can be found in the search bar in the top right hand corner of all Slate pages. Note that only applicant records within application rounds which are set as Rankable will be displayed in the search bar results.  The de...

The Rules Editor is a powerful tool that allows you to automate the movement of data in your instance. At times, it can be difficult to determine why automation is not behaving as expected. The following steps are designed to help you better underst...