Six new free text fields, "Custom String 1" through "Custom String 6", are available to store additional User data. These fields display in the User detail page, and can be custom labeled through Localization settings. The fields are also included when exporting data and running various reports.

Display and Storage

The new custom data fields can be accessed via the User detail page.

1.Navigate to Users > and select a User's Last, First name in the grid to open the User detail page or select a row in the Users grid and click Edit Record .

2.Scroll down to view the Custom String fields listed below the address fields.

These free text custom fields are string only fields (NVARCHAR(256) and support a maximum length per field of 256 characters.

Localization

You can modify the display name of the custom fields through Settings > Localization to match your preferences.

1.Navigate to Settings > 3-dot menu > Localization.

2.Search for the names (labels) of the custom fields, i.e. enter custom string in the Search bar and click the Search button.

3.Select the pencil beside the custom field.  

4.Enter the revised display name in the Modified Value column and click the to save the changes. Complete this for both the Label text and Column heading text rows of each Custom String.

After making changes, ensure that any updated labels are correctly reflected in the User detail page.

User Export

The free text custom fields are included in the User > Export file. The data will appear after the Address columns and be labeled as Custom String 1, Custom String 2, etc., or with the modified name specified through Localization, such as Management Group.

Import Learner Data

Administrators using the Import_Learners spreadsheet to import User data will have the new free text fields included as optional in the Import.  

Additional API Fields

The new free text fields are now available in the API. When calling the 'Users' endpoint with a GET request via the Import Learners API, all six new free text fields are included in the returned JSON object. Each field is assigned a value based on the corresponding database entry, with property names such as `custom_string_1`, `custom_string_2`, etc. If a field has no data, it will be set to `null`.  

For POST requests, these new free text fields are optional and can be included in the JSON data sent to the API, using the same property names: `custom_string_1`, `custom_string_2`, etc.

See API Reference

Reporting

The new free text fields are included in the exported data of the Training Tracking, Course Assignments, Path Progress and Event People reports.

1.Navigate to Run a Report and run the desired Report.

2.Select the Export option.

The new free text fields and data are always included in the report Export.

The six new custom data fields are available for those using Account Self-Creation and can be displayed on the Account Self-Creation page to allow for the collection of additional information. Administrations can determine if the fields are display as optional or required. In addition, User Address fields and User Profile is available to the Account Self-Creation page.

Adding Custom fields to Account Self-creation

Administrators determine which of the custom data fields are included on the Account Self-creation page and if the fields display as optional or required.

1.Navigate to Settings > Setup Authentication

2.Select Account Self-creation

a.If required, enable account self-creation.

3.In the Form Configuration section, scroll to the new custom learner data fields and adjust the options to determine if each field is Required, Optional, or Hidden.  

Administrators also have the option of including the User Address fields and the Profile field on the Account Self-creation page to collect this information from Users during the account creation process.  

Address fields have been added to the User detail page, allowing administrators to Edit/Add/View address information for Users. All fields are optional.

The address fields size specifications are as follows:

•Street 1 (255 characters)

•Street 2 (255 characters)

•City (255 characters)

•State (255 characters)

•Country (255 characters)

•Zip (25 characters)

View/Edit Address

1.Navigate to Users > and select a User's Last, First name in the grid to open the User detail page or select a row in the Users grid and click Edit Record .

2.Scroll down to view the Address fields listed above the Custom data fields.  

3.Enter the address information and click Save to complete.

API export

The address fields can be exported via the API / JSON data. When a GET on API endpoint Users is used, any populated address field for each User will be exported into the JSON with data in the data field. Non populated address fields will be exported into the JSON with blank values.

Export to Excel

The address fields will now be included in the exported User data, CSV file.

1.Navigate to Users > Export to generate the CSV file.