When using this option, Element451 checks for matches against existing records:

This ensures that existing records stay current without losing data that isn’t explicitly updated in the import.

When importing a label in Element451, ensure that the line in the import is a calculated line with the quotations in the formula. In your CSV import, use the taxonomy code instead of the label name. The taxonomy code follows a format similar to organization.taxonomy.number. If multiple labels need to be imported, place each taxonomy code inside the quotations with commas in between each label. Check out our article on Calculated Fields to learn more about custom import/export formulas.

Yes, you can create a one-time or scheduled export with as many fields as you'd like that will be sent to you daily to serve as a backup.

Unfortunately, there's no direct way to download or export all Activity and Conversations from a specific student profile. To get this information, you would need to review and document the information manually. Using the Import + Export module, you can export repeat fields based on contact data, applications, decisions, decisions checklist, education, emergency contacts, employment, evaluations, events, holds, milestones, networks, notes, payments, and sources.

No, API keys do not have an expiration date.

Yes, when exporting documents from either the General Bin or User Bin source, you can add a document tag filter condition.

Yes, when configuring your document export task, on the Files tab, there is a button in the top right corner that says 'Tag Exported Documents.' You can select one or more document tags.

To prevent repeat applicants' previous documents from linking to a new application, you can update the fields used. For instance, if a document was uploaded to a field like user-custom-smwc-lor, you can create a new field for the current year, such as user-custom-smwc-lor-2025, ensuring all documents are directed to the new field. When creating new fields with an open application, future submissions will store information in these new fields. Depending on your data management needs, you may need to manually add data to the new fields or ensure both old and new fields are included in any segments, exports, workflows, etc. This approach helps maintain data integrity and organization.

Yes, you can rename a student-uploaded document from the Documents Bin. To do this:

Use a Reference Data Source to filter and display only the relevant Majors, Terms, Degrees, and more. Reference Data Sources allow you to create sub-groupings based on specific properties (e.g., Fall 2024 Majors) to ensure your forms pull only the appropriate options. This is especially useful for limiting selections to active terms rather than including past ones. Learn more here.

Markdown fields and other fields within Element451 are not designed for large amounts of text that span multiple paragraphs. Our recommendation if you were looking for a solution to display content similar to a 'terms and conditions' would be to include a short amount of text and link to another source (e.g., Do you agree to the following terms and conditions regarding payment of fees and student conduct? The full terms can be found at fire.edu/terms).

Use the Toggle option only for short lists with two to three concise options, such as Yes/No. Toggle is not optimized for long lists or lengthy text. On mobile devices, options may not fit the screen properly. For fields with many options or longer labels, keep the display set to Default. This ensures your form stays clean, readable, and mobile-friendly.

If a field in an application is marked as required but has conditional logic applied that the applicant's responses do not satisfy, the field will not be shown to the applicant. In such cases, the requirement for that field is effectively bypassed, enabling the applicant to submit the application without completing that specific field.

This error often occurs due to issues with form field validation. Start by reviewing your form fields, especially those using numeric validation. Check if any fields use Numeric Only validation combined with Max Length or Min Length. This can cause unexpected behavior because Max Length is treated as a maximum numerical value, not a character limit.