Course and session additional fields allow you to provide standard information about your courses or Instructor-Led Training (ILT) sessions in online and onsite courses to your learners. This information can be displayed in catalogs, in the Course Description widget, and on sessions’ pages. This feature allows better filtering and classification for courses in those areas and in the platform’s global search.
Creating Additional Fields for Courses and Sessions
In order to create a new additional field for courses or sessions, 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 Course Management item. On the main Course Management page, move to the Additional Fields tab, on top of the course table.
This area lists all of the already created additional fields in your platform. Each field’s row in the list displays the field name, category, and whether the field is visible to users or mandatory for the course.
To create a new field, press the plus button in the top right corner of the page, and select New Additional Field. In the slideout panel, begin by selecting whether the field will be used for courses or ILT 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.
In the Field Settings section, select whether the field is mandatory and visible to users.
When a field is mandatory, it must be filled when a course or session is created. This option is not available for iframe additional fields. If a field is set as mandatory after the course has been created, it will not be possible to edit any course property without filling in the mandatory field first.
When a field is visible to users, it will be shown in catalogs as well as the course description widget (if used for courses), and on the session’s overview page (if used). If the Visible to the users option is enabled, you can configure whether the additional field will be used as a filter to look for courses in catalogs. When this option is enabled, you can additionally set whether:
- the field will be listed as a filter on the Course Catalog page only if at least one of the published courses in the catalogs is associated with it, otherwise, it is not displayed. This rule does not apply to iframe additional fields, as they’re always displayed.
- the field's value will be searchable from the "Search within Results" field of catalogs.
When finished, press Confirm.
You can define up to 50 course additional fields in your platform.
Managing Additional Fields
Once you’ve created an additional field, it will be listed in the list on the Course Additional Fields tab of the Course Management page. Click on the ellipsis menu at the end of the additional field row, then select whether you want to edit, duplicate, or delete the field.
When you edit a field, you can modify any of the original values that you inserted when creating the field, but you cannot modify the field type.
When duplicating a field, all of the values of the original field will be pre-populated in the slideout panel for the new field, and you can modify any of them (including the field type). Click Save to create the new field.
When you delete a field, you will lose all tracking data related to that field in your platform.
Assigning Additional Fields to Courses
You can assign additional fields to any type of course. To do so, click on the course description in the table of the Course Management page, move to the Properties tab, and finally to the Course Additional Fields section.
This section lists 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. The mandatory additional fields are identified as Required. If you do not fill them, you will not be able to create the course or save your changes.
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.
Note that you can create additional fields to assign newly created questionnaire templates to courses. Refer to the article of the Knowledge Base about creating and managing multiple questionnaire templates.
Assigning Additional Fields to Sessions
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, click on the course description in the table of the Course Management page, move to the Session tab, click on the session description and move to the Properties tab, and then to Details.
This section lists all of the available additional fields for sessions. Fill out the fields you want to show for the new session and insert the relevant information. The mandatory additional fields are identified as Required. If you do not fill them, you will not be able to create the session or save your changes.
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. To do so, click on the course description in the table of the Course Management page, move to the Training Material tab and activate the widget as described in the Knowledge Base article on the course layout.
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
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.