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Additional fields question

  • June 21, 2023
  • 6 replies
  • 266 views

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I have a particular use case I would like to present. My company sells FDA-approved products. In order to obtain software access to these products, our customres must complete a course and a test in Docebo. Then, my company provides software access (a username and pin). There doesn’t seem to be a good place to store this information in Docebo. 

It can’t be in the registration additional fields. Many individuals don’t have the information since they haven’t taken the test. Plus, they may never take that course and test because they aren’t interested in the product. So that would just clog up the registration process. It doesn’t seem to fit in the external training additional fields. These fields aren’t uploadable by csv file and as far as I can see, aren’t even visible to the learner if the superadmin manually adds the information to the additional fields.

There should be a place where a superadmin can add information to a user’s profile, as they achieve access. Our users are constantly losing this information, so looking it up in docebo would be very convenient for  us and for them. Does anyone have a similar use case?

6 replies

  • Helper I
  • June 21, 2023

When you say registration additional fields are you referring to enrollment additional fields? User additional fields should help you either manually add values to user records, or you can leverage APIs to populate those fields dynamically with data upstream.


KMallette
Hero II
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  • Hero II
  • June 21, 2023

@CDoergerThis is a perfect use for additional fields. We have used it successfully for several years.

We add the My Profile widget to all of our pages, and add our custom additional fields to that widget. We train our learners to come back to their profile (the next day) to retrieve the information we place in those additional fields.


If you use batch files to upload changes to accounts, you can create a column for these additional fields to add the information back into the account.


AngeWi
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  • June 21, 2023

We use additional fields in a similar-ish way to @KMallette, data is added to the additional fields at a later date for use in the learner completion certificate, they can either add the data or we do via the edit user functionality.

Not every branch in our installation needs visibility of the fields so we use the ‘Set Additional Fields Visibiity’ to prevent confusion.


dklinger
Hero III
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  • Hero III
  • June 21, 2023

@KMallette gets the winning prize - BUT it should come with some careful consideration. At best you achieve your goal. At worst you are going to get your cybersecurity team nuts.

Consider the bigger picture of storing information like this in a single space:

  • do others have access to user reporting?
  • is it ok to have a single source for anything that can resemble a type of credential into systems?
  • If those credentials should be expiring, then you may be in a pickle using additional fields...as you will be constantly analyzing the user profile and completion records. Which screams for the need of an integration to me...that you may be able to achieve with the automation app (export report from courses to an FTP site at one time to import some detail (completion dates) into the user profile.
  • Purely an opinion - Using a user profile to store a “certification” type of attribute goes somewhat against the grain and I would aim to keep the domains separate. That said - you may want to consider other learning objects - like external training to hold onto information like this (that you can populate via CSV).

Here are good places to start that cover some of the topics above:

Creating and Managing User Additional Fields – Docebo Help & Support
Creating a Rule for the Automation App – Docebo Help & Support


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  • Author
  • Influencer I
  • June 21, 2023

@dklinger Your point is exactly why I don’t want to use the User Additional Fields. First, I don’t like extra clutter ;) But, I also know those fields are relatively static. 

The External Training seems like a logical place. However, adding additional fields there doesn’t seem intuitive...I tried setting something under External Training in our sandbox. I added two additional fields to the external training fields. I uploaded default data using a csv file to make a single record. Then I manually entered data for the additional fields. However, I wasn’t able to view the information when I looked under My Activities → External Training. I looked as the user/learner. I only saw the default fields. 

So, two issues - one, the additional fields can’t be included in the csv upload. two, visibility. Any thoughts?


dklinger
Hero III
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  • Hero III
  • June 21, 2023

...So, two issues - one, the additional fields can’t be included in the csv upload. two, visibility. Any thoughts?

I get it. It is a good challenge. I think user profile is a type of fit - smaller round peg for a bigger square hole. It can work. Always think about what it means to do not just one but many of these sets of credentials.