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MortenCommunity Manager

posted in Morten's Corner

Morten's Corner - ClickLearn Classic

A deep dive into the features of ClickLearn ClassicIf you ever find that you need to record ClickLearn Studio itself, look no futher than this video. If you’re curious to learn how to make use of project files, file lists, or how to collaborate with fellow ClickLearn authors, then this video sheds light on these topics. Ever wondered how to set up templates to allow for all recordings to use a predefined set of introduction chapters, introduction notes and finishing notes? Or how you can configure the use of metadata to ensure that recording properties are populated into your PowerPoint, Word, PDF and online documentation? Learn how to view a webpage as if it was a fullscreen application, and how to hide both the Windows taskbar and ClickLearn video controls.It is as if its not even a browser after all! Did you know that you can modify the ClickLearn video to have a slightly faster pace, without speeding up the voice?Traditionally, the instruction is read out - then the animation

MortenCommunity Manager

posted in Morten's Corner

Morten's Corner - ClickLearn Attain

Attain features dissected and explained. Learn how to lock down specific versions of your content for specific ERP versions, revisions, and patch levels. Check out how to use unique AI personas for each segment and map them to different user roles in the ERP system for a truly tailored onboarding experience. Furthermore, learn how to add any type of video, webpage, pdf, “excel sheet”, and stream videos to the dynamic assets for the chats to source. A full-feature video on SCORM, template settings, and best practices. Look no further for a video on the amazing summarization feature available with UXP / UAC! Come check out the new AI Avatars in ClickLearn! A new and awesome way to engage and captivate your audience. Join me in exploring how to run different browsers in App Mode for a clean and app-like ERP experience. Learn how to perform quality assurance for the recordings you are using with the User eXperience Panel and even evaluate if they are eligible at all. Explore advanced edit

LuciaProduct Owner, ClickLearn Universe

posted in Peer exchange

What's your ClickLearn use case?

Tell the Community about what kind of projects you’re using ClickLearn with and find out what your peers from other companies do. If there is anything that you’re in particular proud of, please don’t be shy to share your achievements (# of users trained, speed of user adoption, time / money saved, deadlines met, etc.). Remember that sharing is the very essence of this Community and your use case can be an inspiration to many

JEHPEExplorer

asked in Have a question?

Performance Issues when using UXP

Dear all,since integrating ClickLearn into Salesforce, we have noticed a significant drop in system performance. As soon as we deactivate the UXP extension, everything runs smoothly again.Are there any known performance issues when UXP is active? If so, is there a recommended solution or workaround available?UXP is a great feature that we highly value and would prefer not to work without. Thanks in advance and regards,Hona

Gagan Kumar BeheraEnthusiast

asked in Have a question?

Getting Error Message 0|||

I am getting Error message 0||| on execution log. When I run any Test ATP it is giving this error message on Log. It show when any recoding starts. Please find below screenshot for more details. The execution is aborting without executing all the recording attached on a Test. If there are 3 recording attached to test then It is getting failed after executing the 2nd object.

Gagan Kumar BeheraEnthusiast

asked in Have a question?

How to attach a file from File Explorer to IFS Cloud

Hi Team, I am automating the IFS Cloud Application. I have a scenario where I have to attach a file on Purchase Order (IFS Cloud). I have created a recording to create Purchase Order on IFS Cloud. while recording the steps after clicking on the browse file button on IFS cloud recording is not recognizing the file explorer. Please suggest is there any way to add the steps to attach the file.

Paul KarsmakersEnthusiast

asked in Have a question?

Unable to create recording

I have ClickLearn 12.1.56.0 installed and both ClickLearn Connector 12.1.21.0 (Edge) and ClickLearn Connector 12.1.21.0 (Chrome), yet I'm unable to start a recording. The full screen stays greyed out, mentioned green rectangle doesn't appear. .At first, I thought my widescreen monitor, which allows split-screen, was causing this.But if I work on my laptop only (monitor not connected), I have the same issue.

SBrattleEnthusiast

asked in Have a question?

Audit Processes within clicklearn?

Hi everyone! I’m trying to find a way to monitor our employee’s progress regarding clicklearn material. I don’t mean just the analytics where we can see who’s engaged with certain topics the most, but what I’m looking for is actually monitoring the progress of individuals. So for example, if an employee completes a clicklearn and does the ‘try me’ section at the end, is there any way that I can see the results so I know if they’ve engaged with the process or not? The longer term idea would be that I want a certain group of employees to have completed 5 clicklearns, and achieved 100% in each of them before they can attend a specific event, for example. Has anyone developed anything similar? Thank you! Sian

Ciarán MartinExplorer

asked in Have a question?

Errors with Domain Sharing

Hi All, Hope you’re well - thought i’d pop this in the community to see if anybody else had similar issuesWe’ve experienced some issues sharing our Clicklearn published site content with users in seperate domains, that are not linked to our active directory (AD) at all. With users receiving errors stating “Access denied” despite having a login email that uses the approved domain, and sign-in provider (O365).This is causing us some issue with getting our partners to view this training material they need, is there an alternative means to sharing projects outside of the inbuild Sharing & Permissions system in clicklearn such as using enterprise applications, or alternative means?We’ve found that it does allow users to access the system when we share it with their direct email address, but with the scope of how many users we’re inviting this is not a viable long-term solution. example error below Any assistance/info appreciated if others have experienced similar issues! Ciarán M

Francis BodinEnthusiast

asked in Have a question?

Recording a text don't work

Hello When I open the recording tool the green square select the entire txt document, not where my mouse is.I have checked in parameters (application under windows 11), and screen was at 100% scale.I have tried the recording tools with a table and it works well.By advance thank you I have supposed that putting a picture in relation to the text isn’t mandatory and I could add later. I think that I have to create a new document with picture...

Ash HalimEnthusiast

asked in Have a question?

Reports from ClickLearn Attain

Hi,Is there a report that can be extracted which shows the name of users who have passed or failed the Test Me mode for a topic?

pennyelsonRising Star

asked in Have a question?

Why isn't the AI Avatar button showing in my video edit option?

Hello, just wondering if it is only possible to add an avatar to my videos by signing up for Colossyan?When I look at the video screen editing option - i cannot see the AI Avatar button shown below.Thanks Penny

pennyelsonRising Star

asked in Have a question?

Video playback - text only

Hello,can anyone recommend some instructions/Morten’s Corner video that shows how to add a text block that shows in the videos as just the text without having any image showing at all?Thanks Penny

dynamikes365Enthusiast

asked in Have a question?

Can't Get Assistant Added to Custom Table

I set up my Content Cloud successfully and published a set of recordings to the Case table successfully,but now that I’ve recorded new content on a custom table that appears in the portal fineI can’t seem to get it to update to work with Inside CRM…I’m sure at this point after trying several times, I’ve probably broken something.Does anyone have an idea why the same method wouldn’t work for update as it did for initial creation?

MortenCommunity Manager

published in Morten's Corner

Morten's Corner - Copy From Published

Learn how to lock down specific versions of your content for specific ERP versions, revisions, and patch levels. TIMESTAMPS 00:21 Scope of today00:43 What is copy-from-published?01:50 When to use copy-from-published?02:22 How to use copy-from-published?02:40 How to see the exact version of the ERP system at time of recording03:12 Creating a project using the copy from published feature07:21 Using copy from published as a Service Provider08:34 Using copy from published from the Corporate angle08:54 Using copy from published in a Training scenario09:50 Methods of Controlled Publications09:58 Controlled Publications: Project with references10:12 Controlled Publications: Subfolders11:35 Controlled Publications: Permissions11:54 Controlled Publications: Tasking System12:05 Copy from published - time capsule of current publication14:38 Thank you for watching

JEHPEExplorer

asked in Have a question?

Export Publishing Template

Hi all,Is there a way to export an existing publishing template so that I can easily import it into other projects?Even better: is there a way to define a single default template for all projects?At the moment, I have to open each project individually and assign the template manually. However, all the different projects belong to the same company, so having one default template for all would be ideal.Thanks in advance and br,Hona

Carla DegnEnthusiast

asked in Have a question?

error when recording - connector extension

I have been recording content for several months. Suddenly I can no longer record. I get the red text error message about needing to install the extension to my browser. But I have the extension installed. I have removed the extension and readded it. I have logged out and logged back in. I have involved our IT dept and they are at a loss as well.I assume that this has to do with the latest release but I don’t know how to fix it.

Carla DegnEnthusiast

asked in Have a question?

share segment url

I am attempting to generate a share link for the “try it yourself” in a learning module for structure and segments. Every time I click “share” the window just spins and no link is ever generated. I have exited out and restarted multiple times with no success.

MapleEnthusiast

asked in Have a question?

Editing Item Description via Annotation Editor for Annotation Screenshot

Hi there,I’m new to Click Learn and I have some issues with editing annotation text.As you can see in the following screenshot, I created some annotation text with line breaks (for a better readability).But when I have a look at the Written Editor those line breaks are gone.Screenshot with no line breaksCan anybody help me out? Thx.BRMatthias

Yvonne ParleEnthusiast

posted in Peer exchange

ClickLearn & Synthesia

I am looking for other people/companies using ClickLearn and Synthesia together to share ideas together.

Julie BagleyEnthusiast

asked in Have a question?

Publishing 5/23/2025

Anyone having issues publishing this morning?

Jamie JonesEnthusiast

asked in Have a question?

how do i remove the feedback footer from the publishing template?

I dont want the Feedback area on our publishing template but dont know how to remove it?

pennyelsonRising Star

asked in Have a question?

Table of Contents

Hello,please can someone advise me if there is a way to put a heading of TABLE OF CONTENTS into the publishing template (Word) that only appears when there is a table of contents within the recording.Thanks

MortenCommunity Manager

published in Morten's Corner

Morten's Corner - AI Chat Assistants

Check out how to use unique AI personas for each segment and map them to different user roles in the ERP system for a truly tailored onboarding experience. Furthermore, learn how to add any type of video, webpage, pdf, “excel sheet”, and stream videos to the dynamic assets for the chats to source. 00:21 Scope of today00:58 What are AI chat personas?01:40 Which licenses carry AI capabilities?02:18 How to configure the AI personas03:15 Configuring the AI Assistant for a specific segment and system role04:20 Selecting the Persona for the Custom AI Assistant04:53 Adding predefined questions for the Assistant05:10 History and response length05:33 Adding Source content06:00 Adding a Disclaimer for the AI Assistant06:46 Adding a new custom AI Assistant07:09 Creating a new segment07:45 Adding new Dynamic Assets08:28 Mapping Dynamic Assets as Additional AI Sources09:00 Create new system role and map to segment09:50 Configuring the new Custom AI assistant10:15 Configuring the prompt for the AI a

lukaskExplorer

asked in Have a question?

Connect to published ClickLearn Portal

We are building a chat bot to to serve as a ‘frequently asked questions’ chatbot for our Document Management System. A lot of knowledge comes from the exported ClickLearn portal pdf. This does the job but it’s not very scalable, every time we make a change to ClickLearn, we need to re-export the portal and upload it to the knowledge source. It’s also missing a direct link to the ClickLearn page. I can think of two ways of improving this. ClickLearn API Is there a ClickLearn API that I can connect to my chat bot that is able to search through my portal, retrieve answers, and contain a link back to the portal? Potentially leveraging MCP (Model Context Protocol) allowing it to connect to different LLMs, including ChatGPT, Claude or Copilot. I appreciate that may not be on the short-term roadmap (I think it should be!). So the next best option I can think of is: Include URL in published PDF How do I include the URL or UUID of each module in the published ‘Download Full Portal’ pdf? That w

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