Product Tips & Tricks

Share your tips, tricks, and best practices with the Docebo Community. Don’t let that knowledge go to waste… Share it with the world!

  • 397 Posts
  • 1,877 Replies

397 Posts

Annarose.Peterson
Hero II
Annarose.PetersonHero II
posted in Product Tips & Tricks

Power User visibility to User Additional Fields when Creating a Custom Report

I learned something today that might be helpful to others, so I thought I would share.Problem:A power user had reported that they were unable to see the User Additional Fields as options to include when they were creating a Custom Report.  My first thought was that there was a permission not selected for the power user, so I checked to make sure that the Power User profile had the following permissions:View Users Can see fields invisible to the userEven with those permissions, our Power User still was not able to see the User Additional Fields when trying to create a Custom Report.  Possible Cause of the Issue:Turns out, we had the Apply Additional fields visibility based on branch node setting selected on our platform:This setting overrides any Power User permission setting you have, and our power user profiles were in a branch that did not have visibility to those additional fields! Solution: I was weary of playing with that Advanced setting, so I created a special branch for our Pow

8
msantos
Helper II
1 month ago
M
Novice II
maricela.jimenezNovice II
asked in Product Tips & Tricks

Audit Trail - Notifications

How to access NOTIFICATION audit trail data from 2021?  I need to pull the Audit trail for notifications for the last 12 months. I am running the Audit Trail report with 60 day timeframe since we can only do 90 Days at a time. I can only gather info from 2022 - nothing from 2021. Notifications Selected from Filter Settings: Notification has been created Notification has been updated Notification has been deleted

1
A
Novice III
2 months ago
mwilliams
Novice II
mwilliamsNovice II
asked in Product Tips & Tricks

Trello integration?

Hi everyone, Is there an integration with Trello project management software that anyone has used?

7
rhenrichs
Novice I
2 months ago
poconnor1522
poconnor1522Newcomer
asked in Product Tips & Tricks

Downloading an Attendance Sheet as PDF in Landscape format

Hello Everyone,Is there a way to configure Attendance Sheets to download in Landscape format rather than Portrait? The Attendance sheet layout appears to be in Landscape format when viewed online, but seems crammed together when downloaded as a PDF in Portrait mode.If anyone has come across this and can help, please let us know.Thanks, Pat

2
L
2 months ago
J
Contributor I
JasonQContributor I
asked in Product Tips & Tricks

Use CSS to suppress Enrolled indicator in course catalog thumbnails

Anyone know how to do this?

1
elamast
Guide III
2 months ago
Eric M VanAuken
Influencer I
Eric M VanAukenInfluencer I
posted in Product Tips & Tricks

Big Bug with Courses/Power User/Instructor permissions

Good afternoon everyone.   I wanted to make everyone aware of a big big bug in the system.   We found from a customer that is a power user that also is an instructor on an eCourse or ILT/Webinar that they can added, delete, modify any training material to and in the course.   Thus someone who should not have any rights to build out a course now has the power to change the course or virtually remove all of the training material in the course.  As a note, this “Feature” ie BUG is not documented anywhere.  We need to raise this up to Docebo management as this is a major violation of  permissions.  We need to have people reach out to support to help drive a fix on this as this is a dangerous situation and needs to be fixed immediately. Please reach out to me if you have any questions Eric VanAuken

18
Eric M VanAuken
Influencer I
2 months ago
M
Novice I
mjtheriaultNovice I
asked in Product Tips & Tricks

Delaying enrollment into courses

Has anyone ever been able to set up a delayed enrollment into a course?  For example, we want new hires to complete a course, but not until the end of their second week. Thoughts? 

5
G
Contributor I
2 months ago
S
Contributor I
SarahBeeContributor I
asked in Product Tips & Tricks

ILT Sessions - Line Manager able to view details?

Hi EveryoneIs it possible for line managers to see the actual date(s) when an ILT session is scheduled to take place for a member of their team?The User Personal Summary shows when the person was enrolled on the ILT session but doesn’t state when the ILT is scheduled to take place. Many thanks

4
S
Contributor I
2 months ago
J
Novice I
Julie HoyNovice I
asked in Product Tips & Tricks

Can you "follow" an ILT course for future sessions?

Is there a way for a learner to “follow” an ILT course without enrolling into it and be notified when a session is created for that ILT course? For example, I have a people manager who wants to be notified when a session is available for courses so they can enroll their direct reports into the session, but currently there is only a notification for ILT session created that is sent to learners already enrolled into a course. Is there a notification or a workaround that anyone is using for users to select to be notified without enrolling into a course and without sending a notification to everyone (just those who have selected to be notified)?Thanks!Julie

8
M
Helper I
2 months ago
Isram
Influencer I
IsramInfluencer I
asked in Product Tips & Tricks

Problem. Username does not save after updating

Have you experienced this issue: Username does not save after updating?email is configured as the username in the platform A student requested to change his username/email address but it keeps on reverting back to the original even after saving the changes.I change the new email, when saving the username remains with the former emailI already tried by clearing cache, cookies but still getting no results @Bfarkas @lrnlab @Annarose.Peterson 

10
KMallette
Guide II
2 months ago
R
Docebian
roberto.moscatelliDocebian
posted in Product Tips & Tricks

Self-Enrolling into Courses from Channels

Hi everyone, I’m Roberto Moscatelli from the Docebo Support team and I would like to share something about Self-Enrolling into Courses from Channels. Currently it’s possible to self-enroll into courses that have the “enrollment policy” set to “free” also in channels, and not just in catalog pages.To do this, you need to enable the “Show courses where users can self-enroll in channels”in the Admin Menu-Advanced settings-Channels:  The other “must condition” to see those courses in the channels is that learner must have the visibility on at least one catalog the course is assigned to, otherwise they will not see those courses in the channel page. Enabling this option, learners can also filter the courses included in channels using the Show only courses in which I'm not enrolled filter in the Enrollment Status filter area.  Notes to remember: learners cannot see learning plans available for self-enrollment in channels courses “under maintenance” are not shown in channels courses impor

1
A
Contributor I
2 months ago
R
Novice I
Ryanmm1123Novice I
asked in Product Tips & Tricks

Quiz Data

It turns out Docebo does not log Test re-take information. So if one of your employees fails a quiz the first time, and retakes it a second time - the results from the first failed attempt are automatically over written. Absolutely unsettling but has anyone solved a work around? Any support or guidance would be appreciated.

6
L
Novice III
3 months ago
Q
Novice III
qdevNovice III
asked in Product Tips & Tricks

Missing something- Creating org structures and adding user

I have a platform where some students will report to academic coaches and academic coaches report to admins. I have the following:Branches == internal users (current state within a school district) and branch external users for future state with students outside the school district. There are 3 lesson plans, and one course that is outside a lesson plan. The lesson plans == grade level and will be available to all students, the course will only be available to students who report to a coach. Additional fields for students to select what grade they are in, so they get enrolled into the corresponding lesson plan. Moderated enrollment turned on (flexibile to change this if this doesn’t make sense) What I am having a hard time piecing together is:Is there a better way to automatically enroll students into their corresponding grade?This came to mind because I am also trying to figure out how to do the same for coaches. Currently, I have an additional field that for High School Jr. that enrol

8
Annarose.Peterson
Hero II
3 months ago
P
Novice I
pabaNovice I
asked in Product Tips & Tricks

"Homepage" to access multiple branches

Hi, I am about to be developing multiple new branches for various lines of products that our company has - for example dairy, plant based, protein etc… lets say there will be 5 branches. Some of the users will need access to for example all of them and some to dairy and plant base - 2/5. Would it be possible to create something like a homepage to see overview of the branches and then select the one you want to see learning content from as a “subpage”? This way I could assign the user the one he/she needs without manually re-assigning them just to see other content. Or what do you think would be the best solution to go about this? Thanks for the suggestions and help.

5
M
Helper I
3 months ago
T
Docebian
Tracy ODocebian
posted in Product Tips & Tricks

Best Practices for course versioning

How are you managing course versions/versioning in Docebo?  Share your best practices and lessons learned here.

6
R
Contributor III
3 months ago
dklinger
Hero III
dklingerHero III
posted in Product Tips & Tricks

A 4 o clock on Friday - anyway that you can copy a docebo content partner training material?

I know that Friday kinda feels like the next Saturday out in the world - but has anyone with Docebo Content request their content provider to push a copy of a course because they use it for annual activities? Like a Sexual Harassment and Abusive Conduct Prevention course?????I am running into training materials that are in the central repository acting as a shared resource...so it forces a once and done across all courses with the training material.

1
dklinger
Hero III
3 months ago
R
Docebian
roberto.moscatelliDocebian
posted in Product Tips & Tricks

How to find unique IDs in Docebo Learn via the User Interface (UI)

Hi everyone, Roberto Moscatelli from the Docebo Support team here and I want to speak a little bit about some IDs that you can find directly using the UI. There is more than one reason why you need these IDs: for example you need them to make some API calls. Here below you can find the easiest way to retrieve IDs directly on your platform. Retrieve User_id You just need to go to Admin Menu-User management and search for your user:  Then open the network tab:In order to access the browser console, you can simply right-click any element of the page and select "inspect"; then in the following window select the network tab Now just click on the 3 dots right to the username and select “Edit”. The User_id will appear at the bottom left in the network tab:  Retrieve Course_id You just need to go to Admin Menu-Course management and search for your course.Then click on the course and you can find the course_id in the URL:   Retrieve Session_id If your course is an ILT course, just select the co

25
J
3 months ago
C
Novice III
carol.johnson2Novice III
asked in Product Tips & Tricks

How can leaners tell they are on the waitlist?

Hi!We used to only use the Webinar course type, but recently switched to ILT. In the webinar course type, when a learner was waitlisted, their thumbnail said “Waiting User”. Maybe we changed something in the localization tool to make that happen, I can’t remember. However, now that we are in ILT, all of those users just show “STARTED” on their thumbnail. Users that are enrolled show STARTED too. We have an article explaining that if they see this, they are on the waitlist, but if they see the bottom one they are ENROLLED in the session, but I hoping there is a better way! Please tell me someone out here has a better way for learners to tell they are on the waitlist. Waitlisted for Session Enrolled in Session    

19
K
Helper I
3 months ago
K
Novice I
kmackenzieNovice I
asked in Product Tips & Tricks

ILT Attendance

Does anyone know if you can set completion for ILT by attendance time? It seems weird it could mark someone complete if they join and and then leave. Does Docebo even have the capability to track time in a live session?We host really large training sessions so hard to keep track of each individual. If we can’t track by time, do you all have best practices to help mark complete only if they attended the full session?

16
G
Novice II
3 months ago
AnneG
Contributor I
AnneGContributor I
posted in Product Tips & Tricks

Launching Docebo - Let's hear your tips!

We are SO close to launching our Docebo instance. While I’ve been hustling behind the scenes giving sneak peeks whenever possible, we are going to need to launch the product company-wide. We have offices in 7 countries and everyone is fully remote.We have a solid plan for training on the product, but we really need the messaging and marketing around deployment. Our big challenge: our soon-to-be former LMS was not inspiring or remotely user friendly from a browsing perspective.How did you launch your LMS? How did it go? What would you have done differently? How did you encourage employees to jump in, poke around, and start contributing? (we have Discover, Coach, & Share)Many, many thanks in advance!Anne

7
S
Novice III
3 months ago
J
jocie.nylecNewcomer
posted in Product Tips & Tricks

Time Tracking Inconsistencies in Docebo

My organization has an initiative for 2021 to drive training - both inside of Docebo and out - by making training hours a part of everyone’s quarterly bonus objectives.However, the more we use Docebo, the more we are finding that the nuances of time tracking vary widely depending on the type of training (Courses, Classrooms, External, etc.) as well as the type of course material (video, SCORM module, etc.).For example, we had a learner recently take a course with a 5 minute SCORM module and leave their tab open (we assume).  They ended up getting almost 260 hours of Total Time for this.I have proposed that we use the course Average Time or even Credits (CEUs) to report on time tracking for the bonus metric but it has not been a popular idea amongst our Super Admins.Has anyone dealt with this in Docebo and, if so, how has your organization decided to handle training time that’s real vs. a nuance of a tab or module?Thank you in advance for any ideas!!

6
A
Novice III
3 months ago
G
Contributor III
gcrawford88Contributor III
posted in Product Tips & Tricks

Duplicating ILT Course Shells - Shhhhh keep it a secret

So I have seen many mention that they could not duplicate ILT courses but could duplicate e-learning courses. And I have experienced the same thing. However, if you use the API Explorer you can actually duplicate any type of course...including ILT. It does not duplicate sessions or anything like that, but just the shell. So through the API we can duplicate any type of course and you can actually select if you want the training material duplicated as well. It is not the cleanest solution, but until Docebo let’s us do it through the UI it can save a lot of time.Keep it a secret though...if Docebo hears about it they may retire that API end point and screw us all ;)

3
T
Docebian
3 months ago
R
Docebian
roberto.moscatelliDocebian
posted in Product Tips & Tricks

Download Training Materials

Hi everyone, I’m Roberto Moscatelli from the Docebo Support team and I would like to share the steps to download training materials from previously uploaded into the platform.Even if it’s not possible to download a content from the UI, you can do it via API.This document describes what content can be downloaded and how. What type of content can I download? Not all content previously created/uploaded in the platform can be downloaded.The content that you can download are: SCORM XAPI Videos (video uploaded or screen recording, you cannot download a “Youtube, Vimeo or Wistia” video File Slide converter (you will only be able to retrieve the JPG files of the presentation) HTML Page  Please also note that for security measures the link is temporary, not permanent Must conditions To be able to download a content you must: Enable the “API & SSO” app on the platform Be enrolled in the course in which there is the training material  Download the content As said before, currently

11
lrnlab
Hero III
4 months ago
S
Influencer III
simone.yaghiInfluencer III
posted in Product Tips & Tricks

Using E-Signature for policy compliance

Hi! We have a need internally to acquire e-signatures for a policy. We currently use e-sig for a portion of our onboarding, and our legal team provides us language for the e-signature. But we haven’t exclusively created a course with a policy & e-signature solely for compliance purposes.Does anyone do this? Any feedback or ideas?

5
T
Contributor III
4 months ago
Isram
Influencer I
IsramInfluencer I
asked in Product Tips & Tricks

ILT attendance recoring Enable/disable

ILT attendance recording Enable/disable Can anybody help me? I want to disable this notice. Why does it appear in some ILTs and not in others? I´ve checked parameters, they seem to be the same Thanks @dklinger , @lrnlab , @Bfarkas @Annarose.Peterson 

7
John
Docebian
4 months ago

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