Custom Learner Fields allow admins to customize the information they gather from learners at the time of registration. Options include required or elective fields, text fields, numerical fields, and drop down fields.
Use Case Information
The system automatically gathers certain information from learners when they register, but you might want more information. Custom Learner Fields allow you to get the information you need.
When configured you can control the following:
- View responses that are captured in the learner's profile
- Attach these fields to Learner Reference fields
- Customise reports based on the information
Create a Custom Learner Field
- Navigate to Users > Registration and then Learner Info.
- From there, click Add Custom Learner Field.
- Add the Label, or the question, you would like the learner to respond to.
- The Slug will automatically populate based on what is being added to the Label field, but can be edited as necessary. There is a character limit of 16.
- Select a field type to add choices.
- The options available are Drop Down, Text Field, and Phone Number.
- If Drop Down is selected, the admin can report a different value from the response. For instance, states can be reported in abbreviated form.
- The options available are Drop Down, Text Field, and Phone Number.
- Toggle Required to "Yes" if you wish to make a response mandatory.
Note
You have the option to copy the response to a Learner Reference Field. Learner Reference Fields are recorded in the learner's profile on the Details tab and also appear as column options in many reports. Learners, however, are not able to view or edit their responses unless they are attached to an Onboarding Survey.
Warning
If you also utilize an Onboarding Survey, it's important to keep tabs on which Learner Reference Fields are currently in use. The Onboarding Survey attachments will override any attachments between Custom Learner Fields and Learner Reference Fields.
View Custom Learner Field Information
- Navigate to Users and click Learners.
- Click the name of the learner whose information you want to see.
- By default, you will land on the Details tab.
- Scroll to the bottom of the Details tab and you will see a section titled "Learner Custom Fields". The information is posted there.
Note
If you attached the Custom Learner Field to a Learner Reference Field, it will appear within the appropriate Learner Reference Field (unless an Onboarding Survey question response is attached to the same reference field, in which case the onboarding response will show instead).
Locate Custom Learner Fields as a Learner
Learners will see Custom Learner Fields in four possible locations:
- Within a native purchase flow
- On the registration page
/register - On the redemption page
/redeem - On the panorama landing page
Note
Custom Learner Fields are only visible to learners on the Panorama landing page if you are using the redemption widget.
| Feature | Custom Learner Field | Learner Ref Field | Custom Content Field | Sublicense Ref Field | Notes |
| Visible to Learner | X | Custom Content Fields are visible to learners if the "Browsable" toggle is enabled | |||
| Visible to Admin | X | X | X | X | |
| Limited to 10 Fields | X | X | |||
| Has Ability to grant special certificates | X | Custom fields can dictate the certificate(s) a learner is eligible to earn. Set up at course level. | |||
| Can be added to certificates or transcripts | X | X | X |
| Data Capability | Custom Learner Field | Learner Ref Field | Custom Content Field | Sublicense Ref Field |
| Values can be pulled into Thought Industries via migration | x | x | x | |
| Values can be pulled into Thought Industries via SSO | x | |||
| Values can be pulled into Thought Industries via bulk import | x | |||
| Values can be pulled into Thought Industries via API | x | x | x | |
| Reports from Thought Industries in Reporting Hub | x | x | ||
| Reports from Thought Industries in BI Connector | x | x | ||
| Reports from Thought Industries in Salesforce Managed Package | x | x | ||
| Reports from Thought Industries via API | x | x | x | x |
Translating Custom Learner Fields
There are a couple of ways to translate custom learner fields, depending on where you need the translations.
How to Translate Custom Learner Fields in the Platform
- From your homepage, select Settings > Translations.
- In the left menu, select Platform Content.
- Using the search box, type in Learner Reference.
- Select the Learner Reference Field you would like to translate.
- Click Save.
How To Translate in Reporting
- From your homepage, select Reporting > Create.
- Click the Looks tab and choose the report you wish to alter.
- Select the gear icon in the upper right of the report.
- Select Explore From Here.
- In the Visualization section, click Edit > Series.
- Scroll down and click the Learner Details Reference field you would like to translate.
- Create your translation in the Label field. Your translation will automatically save.
Tip
Translations do not carry over to the reporting database. Each time you create a visualization containing learner reference fields, you will need to translate them each time for each report.
Note
Reference field titles should NOT be translated or changed in bulk import CSV templates. As a good rule of thumb, column titles in CSV templates should never be translated.