Overview
Custom fields let you collect data that Element451 does not track by default. Every custom field has a scope, which determines where its value is stored. Contact custom fields are scoped to the person: one field, one value per contact. Application custom fields are scoped to a single application, so the same field can hold a different value on each application a student submits.
This matters whenever the data belongs to the application rather than to the person. A student who applies for Fall and then reapplies for Spring has one contact record but two applications. Term-specific essay responses, per-application consent, program-specific answers, and reviewer notes all belong to a particular application. Stored as a contact custom field, the second application overwrites the first. Stored as an application custom field, both values coexist and stay attached to the application they came from.
Application custom fields are created in Field Management alongside contact custom fields, and offer the same field types and validation options. For background on how applications are stored on a contact record, see The Element451 Data Model.
Below, we will cover:
How application custom fields differ from contact custom fields
Creating an application custom field
Adding application custom fields to an application form
Viewing and editing values on the student profile
Using application custom fields in segments, workflows, and decisions
Exporting and importing values
Permissions
Contact vs Application Custom Fields
Both types are created in the same place and behave the same way on a form. The difference is where the value is stored, and that difference drives everything else.
| Contact Custom Fields | Application Custom Fields |
Scope | One value per person. | One value per application. A student with three applications can hold three different answers. |
Overwrite behavior | A new submission replaces the existing value. | Values on other applications are untouched. |
Where to create | Field Management > Contact Custom Fields | Field Management > Application Custom Fields |
Where you can place them | Any form type: applications, event registrations, forms, task forms. | Application form builders only. |
Where values appear on the profile | More Data, and optionally the profile header or sidebar. | The Application Sidebar, within the selected application's fields. |
Permission to administer | Administer Custom Fields | Administer Application Custom Fields |
đ§ Good to Know: Application custom fields are different from the standard Application Fields included in Element451, such as Application Term and Application Major. Both are scoped to an individual application, but standard Application Fields are predefined and application custom fields are ones you create. See Intended vs Application Fields for the full list of standard fields.
đ¨ Important: Decide the scope before you create the field. Choosing the wrong scope means recreating the field and remapping any form, segment, or workflow that references it. Ask whether the answer could legitimately differ between two applications from the same student. If yes, make it an application custom field.
Creating an Application Custom Field
Navigate to Data + Automation > Field Management. Application custom fields have their own section, listed separately from Contact Custom Fields.
How To: Creating an Application Custom Field
How To: Creating an Application Custom Field
Before creating a field, confirm the data is not already captured by a standard Field or Field Grouping.
Navigate to Data + Automation > Field Management.
Click Application Custom Fields from the left-hand menu.
Click the plus sign icon in the top right corner.
Select a Field Type. The available types match those for contact custom fields, documented in Field Types.
Click Next, then configure the field:
General: set a unique Slug, a Label for staff, and an internal Description.
Validation: set global input rules. These can also be set per form.
Field Options: appears only for field types that need a Data Source, such as a dropdown or checkbox. Select the Data Source and set its Name and Value columns.
Click Save.
You can edit, reorder, and delete application custom fields from the same section. Reordering controls the sequence staff see when selecting fields in other modules.
⨠Pro Tip: Write a clear internal Description. Field descriptions are available to Bolt Agents in Bolt Agent Jobs, so accurate descriptions produce better agent results.
Adding Application Custom Fields to an Application Form
Creating a field does not put it in front of applicants. To collect a value during the application, add the field to an application form.
In an application form builder, the Add Field sidebar shows two separate custom field sections: Contact Custom Fields and Application Custom Fields. Select the field you want from the Application Custom Fields section and place it on the form as you would any other field.
đ Note: Application custom fields appear only in application form builders. They are not available in the Forms module or other non-application form types, because those forms have no application in context to write the value to.
Values submitted through an application form are stored on that application, not on the contact.
Viewing and Editing Values on the Student Profile
Application custom field values appear on theApplication Sidebar of the student profile, inside a collapsible section within the selected application's fields. Expand the section to see the values.
The sidebar lists only the custom fields actually present on the application you are viewing, not every application custom field in your instance. This keeps the sidebar focused: if an application has five of your twenty fields, you see those five. Switching to a different application shows that application's own fields and values.
Each field renders according to its type, so a text field is an input, a boolean is a toggle, and a date opens a date picker. Authorized staff can edit values inline, and changes save back to that application only.
Editing follows the application card access model:
Can edit: staff with Edit Profile, Administer Profile, or Edit Application Detail.
Read-only: staff with View Profile.
đ Note: If the Application Sidebar is not visible on your profiles, it may need to be added to your profile template. See Configuring Profile Templates.
Using Application Custom Fields in Segments, Workflows, and Decisions
Application custom fields are available across the automation layer, so you can filter and act on application-specific data.
Filtering
Application custom fields are available as filter criteria wherever you use Segments/Segment Filters (Segments, Rules, Workflows, IA Rules, etc.). Look for them under Application (All Properties) when building a filter.
đ Note: As with contact custom fields, custom text area fields are not supported in filters and segments. Use a Text field if you need to filter on the value.
The Update Application Custom Field Action
Workflows include an Update Application Custom Field action, which sets the value of an application custom field. It works the same way as Update Contact Property, except the write is scoped to a single application.
The action needs an application in context to know which application to write to, so it is available on workflows triggered by application-based events such as App Started or Decision Released. The triggering application receives the value; the contact record and the student's other applications are unaffected.
Tokens in Communications
Application custom fields are available as tokens in emails and SMS sent from workflows and rules. The token resolves to the value on the application that triggered the communication, so a student with two applications receives the value tied to the relevant one.
Exporting and Importing Values
Application custom fields are available in the Import + Export module.
In an export, application custom fields appear in the field picker and can be scoped to a specific application, so the exported column reflects one application's value rather than being flattened to the contact. This matters for a student with multiple applications: without scoping, there would be no way to tell which application a value came from.
Imports follow the same pattern, letting you bulk-update application custom field values against the correct application.
Permissions
Administering application custom fields is governed by its own permission, Administer Application Custom Fields, separate from Administer Custom Fields. This permission included in the Element451 Administrator system permission group and be added to your custom groups.
Staff who can create and edit contact custom fields do not automatically gain access to application custom fields. Grant the permission explicitly to the roles that should manage them. See Permission Groups Overview for how to configure permissions for a group.
đ§ Good to Know: This permission covers the field definitions, meaning who can create, edit, reorder, and delete application custom fields. Editing a value on a student's application is governed separately via the App451 permissions.

