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Custom Datasets
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Custom Datasets
9 Articles
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Custom Datasets Overview
Prerequisite Skills Standard Datasets Custom datasets let you take advantage of the many features unique to datasets that make them a flexible and powerful tool for data storage. To understand whether your institution's process warrants the cr...
Updated : 08 Nov 2023
Creating a Custom Dataset
Custom datasets are useful for storing data as you would on a person record, but for a different type of object or constituency not included among Slate's standard datasets . Important! True to their name, custom datasets are entirely custom:...
Updated : 08 Nov 2023
Custom Dataset New Record Form
Similar to the default form that creates new person record in Slate, you can make a form that creates records for other datasets. Creating the Form Create the Form Select Forms on the top navigation bar Select New Form . A popu...
Updated : 13 Nov 2023
Custom Dataset Rules
☑️ Prerequisite Skills Custom Datasets , Rules In Slate, pre-made rules run in the background to facilitate the search and identification of records. When you create a custom dataset, those rules need to be created along with it. Some fun...
Updated : 10 Apr 2024
Datasets Settings
Updated : 08 Nov 2023
Embedded Dataset Row Queries
An embedded dataset row query is a special type of query embedded on a dataset dashboard that displays rows of queried data. Some examples of common embedded dataset row queries are: Applicants from an organization Occupants of a residence...
Updated : 19 Apr 2024
Linking Datasets using Related Dataset Row Fields
A related dataset row field allows a record (specifically a person record, application record, or a dataset record) to be linked to a record in a different dataset. This article covers both using related dataset row fields on forms and importing da...
Updated : 08 Nov 2023
Creating a Child Dataset
Prerequisite Skills Creating a Custom Dataset Datasets can be created with a parent/child relationship. A standard example of this is the Organizations and Organization Contacts dataset. An Organization Contacts dataset record can relate d...
Updated : 08 Nov 2023
Custom Datasets Records for Advancement
A custom dataset in Slate is a collection of records that can manage a variety of data, including named spaces and class years and can even track fundraiser performance. As with the other default datasets and constituent records, any custom dataset ...
Updated : 22 Nov 2023