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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

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

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

JEHPEEnthusiast

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

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...

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

Daniel EggsteinExplorer

asked in Have a question?

The service is unavailable

When we try to view our published training content we get the message, that the service is unavailable.Is it a genereal temporary problem with the platform? Can we check the status of your platform somewhere?

Daniel EggsteinExplorer

asked in Have a question?

APT execute powershell or cmd file

HiI am trying to write my own log information by using the execute function in APT. My example works when I start it from cmd. As long as I try to start a file without parameters it works also from Clicklearn APT. But if I want to pass parameters, it does not work anymore.What happens with the call in the background? How do I need to set it up so it works with parameters? I already tried to use additional parameters in the GUI, but then it separates the parameters by comma which is not working as well.Thanks for your advice. If you have a better way to write a structured log from anywhere in a test, please tell me. My goal is to have a monitoring over multiple test results with comparison with expected values and I don’t want to check dozens of log files every morning.Daniel

Søren ThornholmExplorer

asked in Have a question?

Guide for iphone

So we have tried making a guide for iphone but have hit a roadblok in that using screenshots the background when watching the video contains image of a word dokument.It is belived this stammers back from when the guide was created as it had to start with a recording, the recoding have been deleted from the guide and now only the screenshots remain but in the video guide the recording is still there and it enlarges the area making it very hard to see the iphone screenshots.Anyone who has tried a similar concept or has an idea how to fix it?

Niranjana PattabiramanEnthusiast

asked in Have a question?

ClickLearn Team,Could you please clarify whether executing a full replay is mandatory for UXP to function effectively, or if using UXP Assist for testing is adequate—especially when preparing for future changes in the system?

MonaHodgeExplorer

asked in Have a question?

Changes to Recordings

Hi,I've updated the title of my recording, but when I go to the structure, the new title isn't appearing. I removed the analyzer and tried again, but the updated data still isn't showing up.

JEHPEEnthusiast

asked in Have a question?

Interactive Hotspots on Images

Hi all,is there a way to place multiple hotspots on an image and add interactions, so that hovering over highlighted points displays a description?I assume this isn't currently possible, but is there any other way to represent this kind of information, or is it planned for the future?Thanks for your feedback.Br,Hona

Niranjana PattabiramanEnthusiast

asked in Have a question?

Publishing 500+ Recordings in UXP—What Could Possibly Go Wrong?

Hey ClickLearn crew!We’re gearing up for a huge batch of content—think 500+ recordings —and we're diving deep into UXP publishing.Before we get too far, I wanted to check in: Has anyone run into issues during the UXP publishing process? Are there any potential delays or issues we should be aware of?Would love to hear about your experiences!Thanks in advance!

Scott TurnerExplorer

asked in Have a question?

Learning Paths - Creating and Assigning

Hi allI would like to be able to produce a ‘learning path’ or course of resources that I could assign to (for example) a new staff member.I imagine I could achieve this by inserting a section for “New Staff content” into my structure, then copy the items from my existing structure into this new section.However, I’m wondering if there is another way to define a ‘course’ or ‘learning path’ that may be assigned to users? Happy to be redirected to the ClickLearn Universe - just couldn’t locate Kind regardsScott

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