Configuring application fields

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Configuring Application Fields

The College Application module allows admins to design and control the exact fields used to track each student’s college application journey. By configuring application fields, you can standardize data entry, ensure consistency across counselors, and adapt the workflow to different institutions, regions, or admission requirements.

This article explains how to add, edit, manage, and remove application fields, and how these fields support a flexible, scalable admissions workflow.

1. What Are Application Fields?

Application fields define what information is collected for each college application record. These fields appear across student application tracking and are used by counselors, advisors, and admins to record progress and decisions.

Examples of commonly used fields include:

  • First Choice Major

  • Alternate Choice

  • Application Status

  • Admission Decision

  • Deadline Date

  • Submission Date

  • Ranking

Each field can be configured with an appropriate field type (text, dropdown, date, etc.) to match how the data should be captured.

2. Accessing College Application Fields

  1. Open the Admin Portal.

  2. Navigate to Workflow → College Application.

  3. You’ll see the full list of configured application fields displayed in a structured layout.

From here, you can:

  • Add new custom fields

  • Edit existing fields

  • Remove fields that are no longer needed

3. Adding a New Application Field

To create a new field:

  1. Click ➕ Add Field.

  2. In the Add New Field modal, enter:

    • Field Name
      (Example: Interview Date, Scholarship Status)

    • Field Type
      Choose how the data should be captured:

      • Text

      • Dropdown

      • Date

  3. Click Save.

Once saved, the field becomes immediately available across the College Application workflow.

Best Practices When Adding Fields

  • Use clear, descriptive names so counselors understand the field’s purpose.

  • Select the correct field type to avoid inconsistent data entry.

  • Keep fields minimal and relevant to reduce form clutter.

4. Editing Existing Application Fields

You can update any field at any time:

  1. Open the three-dot menu next to a field.

  2. Click Edit.

  3. Modify the Field Name or Field Type as required.

  4. Click Save to apply changes.

⚠️ Tip: Changing a field type (e.g., from text to dropdown) may affect how previously entered data is interpreted. Review carefully before saving.

5. Removing Application Fields

If a field is no longer required:

  1. Open the three-dot menu for that field.

  2. Click Delete.

  3. Confirm the deletion.

Deleting a field removes it from the workflow entirely. This action should be used cautiously, especially if the field has historical data.

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