DISCLAIMER: Some content in this article outlines how to use functionalities with the new Course Management. Check out this article for further info.
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
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. Please note that you can select only one of these options; this means that the same additional field cannot be used both for ILT and webinar sessions.
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. Refer to this article to learn more about using the multi-language tool to create multi-language content.
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 ILT or webinar 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. Please refer to this article for further information on advanced filtering. When finished, press Confirm.
Please note that 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. By hovering your mouse over the field’s row, en ellipsis icon will appear. Press the icon, 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
Once you have created all of your desired course additional fields, you can then assign them to courses. Access the course to which you want to assign an additional field from the course table, move to the Advanced Properties tab, then move to the Additional Fields section
Here, you will see the list of all of the fields you’ve created. 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 value in the course Advanced Settings 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 Webinar or ILT Sessions
Once you have created session additional fields, you can assign those additional fields to webinar or classroom sessions. This allows you to set additional fields for sessions that are different from the course additional fields. When creating or editing a webinar session or an ILT classroom session, reach the Additional Fields tab in the pop up box.
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 webinar or classroom 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.