The Field Editor provides a full-fledged editing tool for creating or editing fields. All options for creating and editing are available on corresponding tabs, and the Fields summary page enables sorting by scope and showing or hiding fields by inac...

There are various types of standard fields & prompts that are used for giving: Customizable Standard Gift Type* * Gift Status* * Gift Fund* * Gift Amount* * Gift Appeal (Legacy)* Campaign* Opportunity Status* ...

Details Advanced Settings Display Instead of the display settings below, we recommend using custom tabs to display custom fields as necessary within records. Notes Notes are internal-only for each field. These notes m...

Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields: Fields that store free-text values Fields that store a single value from a prompt list Fields that ...

Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields: Fields that store free-text values Fields that store a single value from a prompt list Fields that ...

Custom fields will have different configurations based on the type of data stored. This article will focus on one of the four types of custom fields: Fields that store free-text values Fields that store a single value from a prompt list Fi...

Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields: Fields that store free-text values Fields that store a single value from a prompt list Fields that st...

Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields: Fields that store free-text values Fields that store a single value from a prompt list Fields that st...

In addition to the Person and Application scoped system IDs and the record GUID generated automatically in Slate, Slate allows the creation of custom text fields that can hold external IDs or other unique record specific values.  External IDs store...

The Safe / Unsafe setting for a person-scoped field determines how the field can be updated if an application in an active period exists for a record. If a person-scoped field is configured as Safe, the field value is not updated by a safe source...

The Field Import source format, available in the Source Format Library, will create new fields, but it will not update existing fields.  The Field Import source format has been made available for limited use cases, including institutions that have m...

Mapped Fields A mapped field is connected to a corresponding field on a record in Slate. This connection is made by selecting from the "System Field" drop down in a form field. Unmapped Fields An unmapped field is not connected to a...

To configure a form to save data to custom address fields: Click Forms in the top navigation bar. Create a new form or select an existing form. Click Edit Form in the right-hand side menu. Drag in a Street Address widget onto the fo...

When building new fields in Slate, users should reference the Fields and Prompts documentation to ensure that the correct settings are selected before data is stored in these fields. However, when troubleshooting is necessary, several steps can be t...

Custom fields enable you to complement the many standard fields in Slate with fields that capture data specific to your business process. Some examples of custom fields and the data points they might store are: A desired major such as art hist...