A Population is a group of records with like attributes that are assigned a common label in Slate via population rules in the Rules Editor. Populations can include prospect records, application records, or dataset records, and records can be enrolle...

Person Status Rules are pre-built rules that determine the status of a record in your system. Person Status allows for a high-level classification of a person record. This singular status leverages underlying rules to categorize records based on att...

Rules can be leveraged to update a person-scoped field value. If a field should be set based on a Form submission, the rule should be built within the Form, itself. Click Database in the top navigation bar and select Rules Editor. Click ...

These rules set or unset a tag on the student record. If setting and unsetting the same tag using rules, then an exclusivity group would be required. Rules with an exclusivity group require a priority. If a tag is only being set, then no exclusivity...

Leveraging Exclusivity Groups , Records can be set to either 'Active' or 'Inactive' depending on specific custom field values (such as 'Entry Term') OR depending on whether an application exists in an active Period.  Rule 1 - Active Person Recor...

Rules can be leveraged to automatically set an interaction on a Person record based on custom filter criteria.  Click Database in the top navigation bar and select Rules Editor . Click New Rule . Enter the following configurations in t...

One of the fundamental steps is considering how to keep enrolled student records segmented from other person records in the system, particularly in shared environments. Shared Databases (Admissions and Student Success) The most efficient ...

Donors can be automatically segmented and placed into giving levels through the use of Person Population rules . Populations within Slate provide a mechanism to group records with like attributes such as the sum of their gifts within a fiscal year ...