Updated as of Version 26.02.
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Additional Enrollment Info Fields

You can create custom fields to capture additional information when enrolling learners.  

To configure additional enrollment information fields, your user role must have unrestricted access to the Catalog Configuration feature.

Create a Field

  1. Go to Manage Center > Learning > Catalog Configuration > Additional Enrollment Information.
  2. Click + Create Field.
  3. In the Field Code field, enter a unique code for the field.
  4. In the Name field, enter a descriptive name for the field.  For multi-language systems you can enter the label key that will be used to look up the localized name in the user's preferred language.
  5. In the Type field, select the type of data represented by the field.  Fields can be any of the following data types, which determine what type of values can be assigned to them:
  • Free text (a single line of text up to 255 characters)
  • Text area (multiple lines of text)
  • Drop-down (select the value from a list).  Note: You will need to save the attribute before you can add values to the drop-down list. Please see Configure the Attribute Drop-Down Values below for additional information.
  • Numeric (In PeopleFluent Learning versions up to and including 21.04, fractional numbers less than 1 must start with a zero; for example, 0.75, not .75). Select the Sum total when printing or reporting checkbox (located below the Type field) if you want to show the sum of values.
  • Check box
  • Date (a calendar tool to select a date)
  1. Click Save

Attributes can be edited, but there are restrictions on changing an field's type. For additional information, please see Allowed Transitions Between Dynamic Attribute Types.

Configure Field Drop-Down Values

If you selected Drop-down in step 5 above, configure drop-down values.

  1. Scroll down the page and locate the Additional Enrollment Information Values section.
  2. Click Add New Option.
  3. Configure the value.
  4. Repeat steps 1-3 to include additional values.
  5. Click Save.

Set the Field Permissions

Locate the appropriate attribute on the Additional Enrollment Information page. Click the action menu and select Permissions.

  • Read-only allows view-only access to the field.
  • .Unrestricted additionally allows the user to update, delete and set permissions for the field.

Delete a Field

  • To delete a single field, locate the appropriate item on the  Additional Enrollment Information page. Click the action menu and select Delete.
  • To delete multiple fields, click the checkboxes for the appropriate items on the Additional Enrollment Information page. In the Bulk Action field, select Delete.

Fields that are being used in a course can't be deleted.

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