DISCLAIMER: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of January 2021. If you see differences between this article and your platform, check back at that time for updated content.
Course and session additional fields allow you to provide standard information about your courses or sessions in courses to your learners. This information can be displayed inside a catalog of courses, in a Course Description widget, or on a session’s page in the platform. This feature allows you to create a more detailed catalog and makes your platform’s search function easier for your learners.
Creating Additional Fields (UPDATED!)
In order to create a new custom field, access your platform as a Superadmin. Then, reach the Admin Menu from the gear icon in the top right corner. Find the E-Learning section, then press the Courses Management item. On the main Course Management page, move to the Additional Fields tab, on top of the course table.
This area lists of all of the already-created additional fields in your platform. Each field’s row in the list will display the field name, category, and whether the field is visible or not to users.
To create a new field, press the plus button in the top right corner of the page, and select New Additional Fields. In the slideout panel, begin by selecting whether the field will be used for courses, ILT sessions, or webinar sessions.
As of January 26, 2021, the management of webinars and classroom courses will be unified in the management of ILT (Instructor-Led Training) courses. Starting on this date and up to the end of July 2021, the additional fields created with the Webinar Sessions option will only be available for the webinar sessions of the courses having the Webinar Course Type. The additional fields created with the ILT Sessions option will be available both for webinar and classroom sessions created for courses having the ILT ( Instructor-Led Training) Course Type. The course additional fields created with the Webinar Session option will be removed on January 26, 2020. Learn more about the transition to the new management of webinars and classroom courses.
Now, in the General Information section, use the corresponding dropdown menu on the page to select which kind of additional field you want to create: date, dropdown field (up to 300 elements per dropdown), text field, iframe (only for courses, not for sessions), or free text field.
Then, give a name to the new field. You can translate the content of this field, including the name, into multiple languages by pressing the globe icon in the top right part of the panel.
Next, in the Field Settings section, flag whether the field is visible to users or not. By enabling this option, the field will be shown in the course catalog as well as the course description widget if used for courses, or on a session’s overview page if used for sessions. Additionally in this section, if the Visible to the users option is enabled, you can configure whether the additional field will be used as a filter for the search for courses and catalogs in different areas of the platform. When finished, press Confirm.
You can define up to 50 course additional fields in your platform.
Managing and Duplicating Additional Fields
Once you’ve created an additional field, it will appear in the list on the Course Additional Fields page. Click on the ellipsis icon at the end of the additional field row, then select whether you want to edit, duplicate, or delete the field.
By editing the field, you can modify any of the original values that you inserted when creating the field, but you cannot modify the field type. By deleting a field, you will lose all tracking data related to that field in your platform.
When duplicating a field, all of the values of the original field will be pre-populated in the slideout panel for the new field, but you can modify any of them (including the field type). Upon pressing Save and creating the new field, it will appear in the list, and you can edit any of the values except the field type.
Assigning Additional Fields to Courses (UPDATED!)
If you want to assign additional fields to courses (any type of course), access the course from the course table, move to the Advanced Properties tab, and finally to the Additional Fields section.
Here, you will see the list of all of the additional fields you’ve created with the Courses option. Fill out the fields you want to show for this course and fill in the relevant information. If you do not fill the additional field values in this area, they will not be visible in the course catalog and in the course table, when the dedicated column is enabled. When you’re finished, press Save Changes.
Assigning Additional Fields to Sessions (UPDATED!)
Once you have created session additional fields, you can assign those additional fields to them. This allows you to set additional fields for sessions that are different from the course additional fields. In order to assign additional fields to sessions, access the course from the course table, move to the Session tab, click on the session description and move to the Properties tab, and then to Details.
Here, you will see the list of all of the fields you’ve created. Fill out the fields you want to show for the new session and insert the relevant information. When you’re finished, press Save Changes.
Additional Fields in the Course Description Widget
Additional fields can optionally be displayed in the Course Description widget. Access the training materials tab for the course and activate the widget by pressing the Add Course Widgets button on this page.
Once the widget is activated, press the gear icon in the widget area, then press Settings from the dropdown menu. Now, under the option to show the course description, insert the additional fields that you want to show in the widget into the corresponding text box. When you’re finished, press Save Changes.
Additional Fields on a Session’s Info Page
For sessions, when viewing the session’s info page in the platform as a learner, you will see the session’s additional fields near the top of the page. When viewing the session in a course catalog (as well as in the course player), you will see the additional fields in the Sessions tab on the course’s info page.
Creating an Iframe Additional Field
To create an Iframe additional field, select the Iframe option from the Field Type dropdown menu when creating a new additional field. Then, enter the field name, Iframe URL, Iframe height, salt secret, and Oauth2 client.
The URL and Iframe height are the only mandatory fields, but it’s suggested to enter all of the fields to ensure proper configuration. Press Confirm to continue.
Some sources of external content may have security mechanisms in place. If this is the case, you may be required to utilize an OAuth client that you have set up in a previous step. You can switch the Advanced Settings toggle to add a Salt Secret and Repeat Secret for the iFrame. Then, select the OAuth Client from the dropdown menu, if necessary. By providing the salt secret, you are adding a checksum to the data, ensuring that the credentials for this access are maintained securely. If you do not add the salt secret, the iframe content will be launched from your platform without any additional parameters that may be required by the provider of the content. More details on salt secrets.
The Iframe additional field cannot be set as a mandatory field.