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Add a New Section to Profile or Application

Create and add a new section to collect and organize additional information within candidate or client profiles and application forms. Custom sections allow you to tailor profiles and application forms to your workflow and ensure the right data is captured at the right time.

For demonstration purposes, this article uses a candidate profile and a candidate application form to show how to add a new section. You can follow the same steps when adding a section to a client profile and a client application form.

Let’s get started 🚀

Create a New Section

Create a new section by defining the fields as per the information you want to collect.

Step 1: Log in to your agent dashboard, then click More > Application & Profile Builder, as shown in the screenshot below.



Step 2: Click the Add button to start adding a new section.


Step 3: Enter a name for your section, then choose Section as the Builder Type and Candidate as the User Type.


Step 4: Choose the section type as required. If you are not sure, you can select General as the section type.

Step 5: Click Select All to include all related profile sections where data fields should not overlap.


Step 6: Click the Add Field button and add the required questions to your section.

For more details on how to add a new question to section, refer to the Add a Question to Section document.

 

Step 7: After you add the required questions, click the Save button to proceed.


The new section will be created successfully.

 

Add the Section to a Profile

Add the newly created section to the candidate profile so that it appears within the profile details.

Step 1: Under the Application & Profile Builder, locate the Candidate Profile and click its corresponding pencil icon to open it.

Step 2: Scroll down and click the Add Field button to begin adding the newly created section.


Step 3: Provide the Field Label and Profile Label.


Step 4: Select Section as the Field Type.


Step 5: Select the section you created (in our case, Skills) from the dropdown menu in the Section Builder field.


Step 6: Click the Save button to proceed.


The Skills section will be added successfully to the candidate profile.

 

Add the Section to an Application Form

Add the newly created section to the application form to collect information from candidates at the time of submission.

Step 1: Under the Application & Profile Builder, locate the Candidate Application Form and click its corresponding pencil icon to open it.


Step 2: Follow the same steps (Steps 2–6 in the Add the Section to a Profile section) to add the section to the Candidate Application form.

The newly created section will be added successfully to the Candidate Application form.

 
 

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