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🗓️ Release Notes | September 2026

Written by Kootayba Chihabi

This article keeps you informed about the latest developments from Element451. Every month, we highlight everything from bug fixes and minor improvements to new features and major enhancements.
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We update this article regularly throughout the month as new releases, improvements, and bug fixes are rolled out. Please check back frequently to stay informed.


To explore other months or specific release notes, visit our Release Notes collection. You should also check out our Planned Releases to get a glimpse of what's to come.


New and Enhanced Features

Case Management is Now Generally Available

Case Management left Open Beta on September 1 and is now generally available to institutions on the Student Success package. The module pairs Alerts, the one-time signals that something needs attention, with Cases, the owned and ongoing work to resolve a student's issue, so an early alert becomes follow-through someone is accountable for.


General availability means the feature set is settled and fully supported. Types, statuses, priorities, and templates are stable, both automation engines are complete, and Bolt AI analysis runs on every case. Schools that used Case Management during the beta keep their existing types, templates, rules, alerts, and cases, with no migration or re-setup step. Read the release notes here.

Custom Skills for Bolt Agents

Custom Skills are out of beta and available to every institution with Bolt Agents. Custom Skills teach your agents institution-specific scenarios: when a skill should fire, what the agent should do, and which actions it can take across Messenger, SMS, email, and voice. Skills built during the beta keep working exactly as configured, with no action needed.


General availability adds a library of 12 starter templates, three new tools in @Hand Off to Person, @Share Entity, and @Enroll in Rule, dynamic call transfer destinations, date-window availability with WhatsApp as a new channel, duplicate and download and import for reusing skills across instances, an authentication prompt before sensitive actions, and clearer skill matching detail in the Agent Test Console. Read the release notes here.

Scheduled Application Availability + Redesigned Application Settings

Applications can now open and close on a schedule instead of being switched on and off by hand. A new Availability page under an application's settings is the single place that governs when the application accepts submissions, with a Status card holding the settings that used to sit in General, such as Active and Allow New Registrations, and a Schedule card holding named windows with open and close dates and times, an optional annual repeat, and their own Late Submission Rules.


Application status is now calculated from those inputs rather than set directly, and shows as Inactive, Scheduled, Active, or Closed on the application header and the All Applications list. Application settings were also reorganized into a left-hand navigation grouped as Content and Settings, with Registration Form renamed to Application Registration Form, Payment + Deposit to Fee & Deposit, and the PDF settings to PDF Output. Read the release notes here.

Conditional Logic for Application Steps, Sections, + Repeatable Groups

Conditional logic now applies to whole application steps, sections, and repeatable groups, not only to individual fields, using the same condition builder you already use. Hiding a step hides its sections and fields and removes it from applicant navigation and progress, and repeatable groups gain Required If and Limited If so a minimum number of entries or a cap on entries applies only when a condition is met.


Decision previews and PDFs follow the same conditions when Hide Unused Conditional Fields is enabled under PDF Output, which is off by default. One behavior worth checking: conditions on submission form fields are not evaluated when a PDF is generated, so a field you kept out of the PDF that way will now be included. Read the release notes here.

"Update Required" Checklist Status with Staff Feedback

Checklist items have a new Update Required status. Staff set it from the checklist status picker and add a note the student can see explaining what needs to change, such as an illegible copy or a missing page, instead of creating a one-off checklist item to ask for it.
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Update Required counts as incomplete so progress stays accurate, and a replacement document moves the item to Received for re-review rather than straight to Completed. Setting a Condition item to Update Required, Received, or Pending Review also stops its Mark Complete When and Mark Waived When rules from overriding the staff decision. Supplemental form checklist items do not offer Update Required, since a submitted supplemental form cannot currently be reopened for editing. Read the release notes here.
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Expanded "Available For" Filtering in Data Sources + Application Forms

Available For filtering now applies inside application forms, not just on the registration screen, so data source dropdowns such as majors and schools are scoped by the current application and by answers given in earlier steps. The field picker for Filter available options now reaches fields from earlier steps and from the registration form, matching how conditional logic already worked.
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Schools can now be scoped by Applications, Student Types, Terms, and Campus, bringing them in line with Majors, Terms, Degrees, and Campuses. Regular data sources also get a new Filter Many column type that scopes each row by Applications, Student Types, Campus, Terms, or Schools, so one shared data source can serve several applications and show only the rows set for each. Data source results are cached for roughly 30 minutes, so a newly added relationship can take that long to appear in a form. Read the release notes here.
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Coming September 28: Admin Authentication Required for the User Export API

Starting September 28, 2026, the user export endpoints require an authenticated admin credential on every request. A request that relies only on a client feature token, with no authenticated admin behind it, will receive a 401 Unauthorized. Exports run from the admin dashboard, through the Import + Export task queue, or by a managed integration are not affected.
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If you have a script or custom integration that calls the export endpoint, check it before that date. You will need API Key authentication enabled under Settings > Manage Users > Security, an admin API key generated from the Your API Keys card, a Permission Group that grants Access Import/Export or Administer Import/Export, and the key sent as an Authorization Bearer header. Read the release notes here.
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Fixes and Improvements

Applications + Decisions

  • Improved

    • Text fields in the Pages and application site builders now have a Heading level setting in the Elements panel. Set a headline, subheadline, description, or other supported text field to H1 through H6 or Paragraph so screen readers and other assistive technology can follow the page's structure. Changing the heading level does not change how the text looks, so existing pages keep their current appearance.

  • Fixed

    • Resolved an issue where an application checklist displayed an incorrect progress count even though every item was complete.

    • Resolved an issue where application document exports completed successfully but produced zero files despite a valid export configuration.

    • Resolved an issue where the Checklist Status segment filter returned an error when more or fewer than one filter property was selected.

    • Resolved an issue where a malformed Did filter could break Intelligent Admissions evaluation.

    • Resolved an issue where admins could not update imported application custom fields on a contact profile.

    • Resolved an issue where conditional logic did not apply correctly on application forms.

    • Resolved an issue where an application conditional built with the contains, starts with, or ends with operator on a dropdown field stored its value as a list instead of text, so the condition never matched.

    • Resolved an issue where submitting an application registration form could return a form validation error and email the verification code without opening the code entry window, leaving the student unable to finish creating an account.

    • Resolved an issue where a student could start a second Flywire payment for the same application while an earlier payment was still in progress, which could result in a duplicate payment. The application site now shows a pending state instead of an active payment action, and the server blocks a duplicate attempt across page refreshes, additional tabs, and separate sessions. A new payment can be started once the earlier one completes, fails, or expires, or after a short cooldown if the checkout window was opened but never used.

    • Resolved an issue where the same supplemental form could be saved twice when it was submitted from two tabs at once or the request was retried, creating a duplicate answer along with duplicate generated documents and notifications. Only one submission is accepted now, and its follow-up actions run once.

    • Resolved an issue where opening an application in the editor showed "This application could not be found" when a submission prevention rule still pointed at a condition that had been deleted. The application now opens and skips the missing rule, and deleting a condition clears it from every application that referenced it.

    • Resolved an issue where changing the date of birth on an application record did not save. Clicking Save Changes had no effect and returned no error message. A date that cannot be read is now flagged with a validation message.

    • Resolved an issue where the notification sent when an Intelligent Admissions rule is deactivated reached every internal user in any group whose role included the rule update permission. The notification is now limited to groups with permission to administer Decisions settings.

    • Resolved an issue where an application checklist showed only one transcript item when the same school was listed twice for different degrees, so the progress count in the header did not match the rows in the Checklist tab and Intelligent Admissions waited on a requirement staff could not see. Each school entry now has its own transcript item, and when two items point to the same school the attendance dates are added to the title to tell them apart.

    • Resolved an issue where choosing No on the unsaved changes prompt in Identity Verification settings still navigated away and discarded the rule that was being set up.

    • Resolved an issue where the Acceptance message setup section of an application dashboard's Admitted, Conditional Offer, or Deposited greeting message was greyed out and could not be edited when no acceptance message had been saved yet. The section is now editable, and applicants continue to see the current greeting until an acceptance message is saved.

    • Resolved an issue where the button for adding a one-off checklist item on the Checklist tab of the application viewer was labeled Associate One-Off Criteria. The button now reads Add One-Off Checklist Item, and the No Checklist Items message on an empty Checklist tab is now readable against the dark sidebar.

    • Resolved an issue where the color picker in an application site's Header Design settings opened partly off screen on smaller laptop displays, cutting off the bottom of the selector. The picker now repositions itself, opening above the field when there isn't room below, so the whole selector stays visible.

Appointments

  • Improved

  • Fixed

    • Resolved an issue where selecting a file on an appointment booking form in Student Hub failed immediately with an upload error, even though the same field worked on the appointment site. Files chosen in Student Hub are now attached to the appointment when the booking is confirmed.

    • Resolved an issue where clicking an appointment's start time on the Appointments page opened its details without the Notes and Form Submission Information sections, which appeared only when the appointment was opened from the three-dot menu with Edit. Clicking the start time now shows the same details as Edit. Form Submission Information appears for appointments that include form responses, such as those booked through the appointment site.

Bolt Agents for Students

  • Improved

    • Mobile Phone is now available as an optional Inquiry Field for Bolt Agents, alongside Intended Major, Intended Term, and Date of Birth. When it is selected, the agent asks the student for a mobile number during the inquiry flow and saves it as the contact's cell phone, replacing a cell number already on file. Numbers are saved with their country code, and the agent asks for the code when it cannot tell which country a number belongs to rather than assuming +1.

  • Fixed

    • Resolved an issue where a student asking the Messenger chatbot for their contact details received a connection error when their Ethos record had no phone number on file. Missing values now display as N/A and the remaining details are returned.

    • Resolved an issue where the default Bolt Agent replied to an inbound SMS even though the team handling that conversation was limited to specific phone numbers and none of them matched.

    • Resolved an issue where a Bolt Agent could give students a link that did not exist instead of the page URL from the matching Knowledge Hub source. Agents now use the original URL from the Knowledge Hub source and let the student know when no matching link is available, rather than guessing one.

    • Resolved an issue where a Bolt Agent would not finish the inquiry flow when a student chose not to answer an optional question such as term, major, or date of birth. These details are now treated as optional, so the agent saves the inquiry with the student's name and email, which remain required.

    • Resolved an issue where a Bolt Agent answering from Knowledge Hub added a link for every program or topic it described, even when the student had not asked for one, which filled replies with repeated or loosely related links. Agents now include a link when the student asks for one or needs a specific page to complete a request, such as applying, and then share only the most relevant link. Referrals to staff now give the contact details without extra links.

Bolt Agents for Staff

  • Improved

  • Fixed

    • Resolved an issue where Bolt Transcript Evaluation showed the Transcript Date and Graduation Date one day earlier than the dates printed on the transcript for schools in a time zone behind UTC. Both dates now match the document, including on evaluations completed before this fix.

Bolt Agent Jobs

  • Improved

    • The Jobs Enrollment Limit hint in Engagement > Bolt Agents > Settings now explains that the limit is the maximum number of active enrollments across all Bolt Agent Jobs in your instance at one time and exists to maintain performance. It no longer says that raising the limit adds monthly usage-credit charges. To request a higher limit, contact Element451 Support or your account manager; requests are reviewed case by case.

  • Fixed

    • Resolved an issue where a job's generated email or SMS could list a checklist item as still outstanding even though the student's custom field showed it complete. Message drafting now treats current profile values and the job's own decision as authoritative over earlier assessment history.

    • Resolved an issue where paragraph spacing, bold text, and list markers in a job's email were lost between drafting and preview or send, so blank lines and bulleted steps did not appear as written.

    • Resolved an issue where a job returned an error for a contact whose profile carried a note created by Copilot rather than by a person. Jobs now read those notes, and a note created from Copilot is attributed to the user who started the Copilot conversation.

    • Resolved an issue where a labeled hyperlink in a job's email was delivered as plain text instead of a clickable link, including when the link was requested through approval feedback. Labeled links now render as links, including links that contain query parameters or parentheses and links inside bold text.

    • Resolved an issue where the send-time relevance check canceled an approved job message because wording that instructs a student to complete a task was read as a claim that the task was already done. The check now treats that phrasing as an instruction and takes completion status only from the contact's live field values, not from earlier assessment notes.

Bolt Discovery

  • Improved

  • Fixed

Bolt Knowledge Hub

  • Improved

  • Fixed

Campaigns

  • Improved

  • Fixed

    • Resolved an issue where a failure while rendering an email retried the entire campaign job, which could send duplicate SMS and push messages. The retry is now limited to the individual email.

    • Resolved an issue where a campaign button whose link was set with a Link URL token rendered as a broken button and could show raw link markup in Gmail. Button links are converted to a plain URL before the email is built, including in saved templates that have not been reopened and edited.

    • Resolved an issue where the service that renders campaign emails could intermittently return an error while a campaign was going out. Idle connections are now held open long enough that they are no longer closed while a request is still in flight.

Case Management

  • Improved

  • Fixed

    • Resolved an issue where completed and resolved cases were still counted in the overdue totals shown in the header statistics.

Conversations

  • Improved

    • Mobile Phone is now available as an optional Inquiry Field for Bolt Agents, alongside Intended Major, Intended Term, and Date of Birth. When it is selected, the agent asks the student for a mobile number during the inquiry flow and saves it as the contact's cell phone, replacing a cell number already on file. Numbers are saved with their country code, and the agent asks for the code when it cannot tell which country a number belongs to rather than assuming +1.

  • Fixed

    • Resolved an issue where the toggles that limit when Messenger and a Voice Agent are active were missing from Conversations settings, so configured availability hours were ignored and both stayed available around the clock. The toggles are restored and now note that hours are evaluated in your institution's timezone. If you set availability hours after January 20, 2026, turn the toggle on once to apply your schedule.

    • Resolved an issue where a contact's name and email submission activity could appear on unrelated conversation timelines.

    • Resolved an issue where a plain web address in a Bolt Agent's chat reply appeared as plain text in the staff Conversations inbox, even though the same link was clickable for the student in Messenger. Plain web addresses in the inbox are now clickable, whether they appear inside a sentence, on their own line, or in a bulleted list. Links that already carried a label are unchanged.

    • Resolved an issue where the Messenger topic picker offered an "I'm not sure" option that handed the conversation to the Default Agent even when that agent was not available to answer, so the visitor received no reply and the chat appeared to go silent. The option now appears only when the Default Agent is enabled, active, within its schedule, and allowed on the current page, and it is no longer offered when reassigning a conversation.

    • Resolved a stability issue where a Bolt voice call that ended in its first moments could interrupt other voice calls in progress.

    • Resolved an issue where the transfer message was shown twice in Messenger when one Bolt Agent handed a conversation off to another Bolt Agent.

Courses

  • Improved

    • Improved data handling for the Canvas and Ethos course integrations to prevent data collisions during synchronization.

    • OpenLMS term and section matching now accepts a period, hyphen, forward slash, or vertical bar between the course code and the term code, and falls back to the course category when the shortname does not produce a match.

    • The Ethos course integration is now more precise about which address becomes a student's school email, and adds an "Import primary email address?" setting on the Sync Preferences tab. A school email is taken only from the email type set under ID Translations, or from an Ethos email typed as school when no type is configured, so a primary or personal address is no longer stored as a school email. The setting is on by default and keeps current behavior. Turning it off stores only the school email, which lets the integration match or create students using Ethos ID, School ID, or Username ID alone, including students with no email address.

    • The Import Grades and Import Attendance settings now appear in the Canvas and Brightspace integration settings when an LMS integration and the Ethos SIS integration are both active, so you can choose which system owns grades and attendance. Previously these controls appeared only on the Ethos side.

  • Fixed

    • Resolved an issue where a student dropped or removed from a course in Canvas could keep showing as Active in Element451. Canvas reports these changes through Enrollment State live events, and the integration now applies them to the matching enrollment, including when Canvas issues a new enrollment ID for the same seat. An out-of-date event no longer overwrites a newer enrollment status. Note that enrollment records that were already out of sync before this fix are not corrected automatically.

    • Resolved an issue where Canvas sections without their own start and end dates imported with those dates empty, so Section Start Date and Section End Date were blank for enrolled students, including in segment filters. A section with no dates of its own now uses its Canvas course's start and end dates and stays in sync when the course dates change. Dates set on the section itself still take priority.

Data, Integrations + Insights

  • Improved

    • Added Payment Gateway Transaction ID as an exportable field in Import + Export, so payments can be reconciled against your other systems.

    • The V3 Decisions API now accepts either a title and description or a checklist item key when creating checklist items.

    • Ethos hold imports now fall back to the hold reason when a hold has no comment, so a Banner hold that carries only a short reason no longer imports with a blank description. Colleague does not use the reason field.

    • Ethos hold imports now store the Ethos hold ID on each hold and set a hold to Released once it is no longer returned by Ethos. Because Ethos returns only active holds, a hold ended in your SIS stops appearing in the feed rather than arriving with an end date, which previously left it showing as Active. Holds imported before hold IDs were stored are released the same way.

  • Fixed

    • Resolved an issue where certain records were excluded from exports despite meeting all filter conditions.

    • Resolved an issue where the Test Import and Run Import buttons stayed active while an import run was already pending or in progress, so a second click could overlap the first and record a live import when Test was selected. Run actions are now locked until the current run finishes, and errors returned by the import service are shown more clearly.

    • Resolved an issue where setting up a Blackboard connection for the first time failed with an "Invalid instance provided" error after the access token had already been saved. New installations now complete, and roles and terms load as expected.

Events

  • Improved

  • Fixed

    • Resolved an issue where an event still in Draft appeared on the public Event Series page when it was attached to a series. Draft and other unpublished events are now excluded from the public series page.

    • Resolved an issue where registering for an event with a calculated payment amount could end in a System Error while still adding the registrant to the attendee list. Calculated fees now use the details submitted with the registration, including guest counts. When a fee cannot be calculated because a field used in the formula has no numeric value, such as a field hidden by a condition, the registration is not saved and the registrant sees a message asking them to contact the event organizer.

Forms

  • Improved

  • Fixed

    • Resolved an issue where the field picker in the form, event, and application builders showed Nothing Found for system and custom fields at schools with a very large course and section catalog.

General

  • Improved

  • Fixed

Journeys

  • Improved

  • Fixed

Microsites

  • Improved

  • Fixed

Organizations

  • Improved

  • Fixed

Pages

  • Improved

    • Text fields in the Pages and application site builders now have a Heading level setting in the Elements panel. Set a headline, subheadline, description, or other supported text field to H1 through H6 or Paragraph so screen readers and other assistive technology can follow the page's structure. Changing the heading level does not change how the text looks, so existing pages keep their current appearance.

  • Fixed

    • Resolved an issue where bold or italic text on a live page could appear in the regular weight, even though it looked correct in the builder, when a font had been applied to that text. Live pages now load the bold and italic versions of the fonts they use. If a page published before this fix still shows regular-weight text, republish the page.

People

  • Improved

    • Merging a duplicate in Bolt Deduplication now ends on a completion screen that confirms the merge and offers View merged contact and Next duplicate, instead of advancing to the next pair automatically.

    • Bolt Deduplication now shows engagement data for both records in a duplicate pair. Expand Show engagement data in the Bolt Analysis panel to compare user actions, email opens, SMS clicks, and logins side by side before choosing which record to keep.

    • The Form Submissions card on a contact profile now lists submissions newest first, including in the full list, so the most recent responses appear at the top.

  • Fixed

    • Resolved an issue where the Enrolled Programs card displayed a validation error and failed to load after previously corrupted program data was repaired.

    • Resolved an issue where comparing two contacts returned an error when emergency contact data was stored in an unexpected format.

    • Resolved an issue where a contact label saved without a color appeared to succeed but never appeared in the label list. Choosing a color is now required when creating a label.

    • Resolved an issue where updating a contact's email address to one already used by another record displayed an unclear error instead of a message identifying the conflict.

    • Resolved an issue where merging one pair inside a duplicate cluster left the review queue sitting on a match that no longer existed, showing an error with the Merge button disabled. The queue now moves to a pair that still exists, or ends the review when none remain.

    • Resolved an issue where the duplicate review queue could time out and fail to load on instances with a large number of duplicate matches. The list is now paged in the database instead of loading every match at once.

    • Resolved an issue where a school's country was stored as USA, or left empty on a United States school, in both the school lookup and on contact education records, so segments and filters that check a school's country returned incomplete results. Those values have been standardized to United States.

    • Resolved an issue where dates and times in the Review Duplicates compare view were shown in UTC instead of your institution's configured timezone, which could make a recently submitted application look like it happened in the future during a merge.

    • Resolved an issue on the profile template preview where part of the Person selector was not clickable, preventing you from loading a different contact into the preview.

    • Resolved an issue where opening Emergency Contacts or Courses under More Data on a contact profile stretched the panel and squeezed the section list on the left until each label wrapped to one character per line. The section list now keeps its width and a wide table scrolls inside the card.

    • Resolved an issue where the Add New User form in Contacts > People could open blank and fail to load for schools with a very large course and section catalog.

    • Resolved an issue where the Home and Mailing Address country on a contact profile ignored a custom Country data source set in Field Management and always used the standard country list, so a code such as ZA showed as South Africa even when the school's list maps it to another country. Profile addresses now show the labels from your custom Country data source and keep its codes when an address is edited. When an address is picked from a place suggestion, its country is matched to your custom list and left blank if there is no match.

Settings + Permissions

  • Improved

    • Added an optional Credit Account Code field to the TouchNet TLink payment gateway configuration.

  • Fixed

    • Resolved an issue where a contact who matched a visibility group's conditions could be missing that group on their record, so internal users assigned to the group could not open the contact. Group membership now recovers when that mismatch is detected.

    • Resolved an issue where a visibility subgroup did not combine its parent group's filters with its own, so internal users assigned only to that subgroup saw more records than the subgroup was set up to show. Subgroup membership now applies the parent and subgroup filters together, including filters that exist only on the parent.

StudentHub

  • Improved

  • Fixed

    • Resolved an issue where selecting a file on an appointment booking form in Student Hub failed immediately with an upload error, even though the same field worked on the appointment site. Files chosen in Student Hub are now attached to the appointment when the booking is confirmed.

Surveys

  • Improved

  • Fixed

    • Resolved an issue in the survey editor where adding, deleting, or reordering a question could leave the editor out of sync with the saved survey, so a new question appeared in the wrong place and deleting a row could remove a different question along with its responses.

Tasks

  • Improved

  • Fixed

Workflows + Rules

  • Improved

  • Fixed

    • Resolved an issue where a campaign attached to a workflow's send-communication step disappeared from that step, along with the View Campaign button, once the campaign moved from Ready back to Draft, even though the campaign was still attached and still sending. The step now shows the attached campaign whatever its status. Choosing a campaign to attach still lists only campaigns in Ready.

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