Loading...

How To Collect Custom Data on Application Forms

You can add Learner and Course Enrolment custom fields to application forms. Based on your settings, these custom fields can be set to update automatically, or not.

Required Knowledge: Custom Fields | Sales+

1

Add Custom Fields

Create the custom fields that you wish to add to your application form.

See How to Add Custom Fields

NOTE: You can only add custom fields where the entity is Learner or Course Enrolment.

If you want an application form-specific question that does not go under the Learner or Course Enrolment, use a Custom Question.

Difference between Custom Questions and Custom Fields

2

Add Custom Field to Application Form

See How to Add an Application Form

3

Decide whether you want the custom fields to automatically update

  1. Navigate to LRM > Settings > LRM (under App Settings)
  2. Toggle Auto Merge Learner Details to ON.

NOTE: With this setting on, ALL fields — custom and standard — will override existing Learner data during merging.

4

(Optional) Check application form and manually update custom fields

If Auto Merge Learner Details is OFF, you can manually check the custom field data in application forms and update the Learner or Course Enrolment custom fields if needed.

Next Steps

Export Data