Add custom fields to your Live Learning sessions
Set up custom session data fields to manage details about your sessions and your organization.
Availability: all customers
Custom session data fields in LearnUpon let you associate sessions with details like cost codes, customer names, or similar session-level data. They are similar to custom user data and custom course data, for internal uses. Learners don’t see these fields or their data.
These fields support your organization’s internal processes like billing between departments, or tracking customers. They are fully optional.
You set up the fields through Settings > Courses.
After initial setup, the fields are available to fill out when someone creates or edits sessions in Live Learning.
The data in the fields is editable before and after the session date and time.
When you copy sessions, aka Create from this template, the application copies the custom session data.
See Live Learning: create and edit sessions
Field types
Field types improve the quality of your data: they limit what kind of characters the field accepts. Field types keep you and the people who enter data from entering the wrong type of data: for example, you can't enter decimal numbers in a field with Integer type.
The String, Decimal, and Integer fields let you enter your own text or numbers.
The Choice fields let you create dropdown menus so users can select entries from the values you provide.
Field types, in detail
The field types for custom session data are:
- String: text and/or numbers, aka free text
- Decimal: numbers only, with decimals allowed
- Integer: whole numbers only, no decimals allowed
- String Choice: words or numbers, from a list you provide - no free text
- Decimal Choice: numbers with decimals allowed, from a list you provide - no free text
- Integer Choice: whole numbers, from a list you provide - no free text
After you create a custom session data field and save it, you cannot change its type. The best way to correct a field type error is to create a new field.
You can edit an existing field’s name. For choice fields you can add more values, but you can’t edit existing values. See Editing choice fields elsewhere in this article about changing values and retaining their order.
You can delete a custom session data field when it’s empty and unused.
Access custom session data
The data recorded in the fields is available through the LearnUpon API and through webhooks v2. It is not currently available through LearnUpon reports.
See:
Access permissions to create custom session data fields
- admins with full permissions: can create custom session data fields
Create a custom session data field for entering text or numbers
- Navigate to Settings > Courses > Custom session data and select + Create new field.
- Enter a Name for the field.
- For Field type, select one of:
- String
- Decimal
- Integer
- Save to finish.
Create a dropdown custom session data field
- Navigate to Settings > Courses > Custom session data and select + Create new field.
- Enter a Name for the field.
- For Field type: select one of
- String Choice
- Decimal Choice
- Integer Choice
- For Comma separated values, enter the values you need in the dropdown menu, each value separated by a comma.
- For Selection type, select one of
- Single select
- Multi select
- Save to finish.
The following screenshot shows the multi select string choice field Cost center, with comma separated values.
When you create or edit Live Learning sessions, the same custom session data values appear as a dropdown menu.
The following screenshot shows a session with 2 custom session data fields: Client code is a string field, aka free text, and Cost center is a string choice field with dropdown options.
Editing choice fields
For choice fields: you can replace a value in the series, without changing the other values.
Correct: change existing values without changing order
For Office site string choice, you can change
Dublin,Belgrade,Philadelphia to Toronto,Belgrade,Philadelphia
Sessions that had office site Dublin now have office site Toronto.
Incorrect: change existing values and order of values
For Office site string choice: if you change the order of the string choices, you lose the value of the changed entry.
Dublin,Belgrade,Philadelphia to Belgrade,Philadelphia,Toronto
Sessions that had office site Dublin now have no entry for office site.
When you create new sessions, you can select from Belgrade, Philadelphia or Toronto.