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482 Topics

Anja Schmid
Rising Star
Anja SchmidRising Star
shared in Ideas & Feature requests

Recording has unfolded chapters & groupsDelivered

When opening a recording it would be helpful if the chapters and groups not need to be open each by each. Instead it would be easier if they are already unfolded and you can directly click on the related step or note. Especially if you work with many chapters and groups it is currently time consuming.

1
JoachimSchiermacher
ClickLearn CEO
2 years ago
T
Explorer
Tim HeinrichExplorer
shared in Ideas & Feature requests

Chronological trend in the dashboardDelivered

It might be helpful to integrate a time history into the dashboard to get an even more informative analysis. Especially if you collect the data over months and can't find out the difference to the previous month.

2
JoachimSchiermacher
ClickLearn CEO
2 years ago
H
Enthusiast
HeatherAranaEnthusiast
asked in Have a question?

Spellcheck

When I’m adding notes to a recording I can’t figure out how to use spell check.   Anyone have a tip?

1
Per
Community Manager
2 years ago
Lucia
Rising Star
LuciaProduct Owner, ClickLearn Universe
posted in Peer exchange

💡 Poll: 'Show & Inspire' sessions to showcase work produced with ClickLearn

Some (if not all) of you might benefit from an opportunity to “meet up” in a virtual space and get an inspiration from seeing each other’s final training materials, portal, etc. The aim of this poll is to see if you’d be interested in partaking in such sessions. Please vote YES or NO. Also, if you’ve voted YES, please indicate in the comments if you’d be interested in helping us execute these sessions by showcasing your own work with ClickLearn   

2
Christine
Experienced Helper
2 years ago
T
Explorer
tbay-strangerExplorer
asked in Have a question?

Producing content

What is the requirement for producing a shelf? Example: I have a two books within the Shelf, Book A, and Book B, and within Book A, I have Recording 1 & 2, and in Book B, I have recording 3 & 4. After putting the recordings into their respective books, and then adding those books to the shelf, is it enough to just produce the shelf or do I have to produce the recordings first, then the books, and finally the shelf?  

1
Per
Community Manager
2 years ago
M
Explorer
miles-huntExplorer
asked in Have a question?

Content Limited to a Role?

Is it possible to limit what an end user sees within a shelf/book? We have some 'management' tutorials which I don't need everyone to see or have access to… We publish our content on an internal server. 

2
kyliekiser
Rising Star
2 years ago
francishoy
Explorer
francishoyExplorer
asked in Have a question?

About metadata.

Hi, I would like to learn a little bit more about how to handle and manage metadata information. I know how to enter metadata information on Recordings, Books and Shelves. It is quite easy.  I would like to know how to set up the different metadata fields on a Word or PPT Template. Could I get an step by step guide? Many thanks in advance!.

2
francishoy
Explorer
2 years ago
M
Enthusiast
meinhard58Enthusiast
asked in Have a question?

Chrome Connector Extension

Hello, record steps in Dynamics BC web Client, I got the error message “In order to record from Google Chrome, please install the ClickLearn Chrome Connector Extension first.” Where can I read the instructions to do so? Thanks in advance Meinhard  

2
Lars Heinrich
Training Manager
2 years ago
J
Explorer
JMPExplorer
asked in Have a question?

Screen Sharing ClickLearn Captures

Hi   I need to screen share with colleague while they de-install Outlook Client and capture within ClickLearn.   Will I be able to do this and which App is the best to use to capture these steps?   Thanks!

1
Lars Heinrich
Training Manager
2 years ago
PatrikTX
Enthusiast
PatrikTXEnthusiast
asked in Have a question?

How to Assist?

Hi just started learning Clicklearn and have a few tests but I dont see the option to have the Digital Assistant available in the recordings.  Is that something that is setup in the settings?

1
Per
Community Manager
2 years ago
J
Explorer
JMPExplorer
asked in Have a question?

Book Icon

I have a Book on a Shelf, but the Book icon appears as a "?".  How do I get the Book icon back?

1
Morten
Community Manager
2 years ago
K
Explorer
kori.leblancExplorer
asked in Have a question?

Dynamics CRM Help: No Assist Repository available warning when Producing

Good afternoon! I was wondering if anyone using Dynamics 365 and trying to produce a CRM Help has run into this warning? The entire verbiage: The producer reported the following: “D365 CRM INSIDE HELP: Warning: No assist repository available for language 1033 - English (United States). Please make sure that Main Content has been defined for this language.” My Main Content has “1033 - English...” checked, as do all of my recordings/books/shelfs/CRM Help. Any ideas? I wonder if this has anything to do with my publishing and none of my books/shelfs/recordings showing up in the Portal? Thanks in advance!! Kori

2
K
Explorer
2 years ago
S
Explorer
StefnieExplorer
asked in Have a question?

How do I allow special charachters in my notes or document for explaining formulas?

How can I format special characters the text, in the current version of ClickLearn, without going to the HTML editor to do it? I have a large document which need to be styled like this. In addition I would like to show the following characters in Italics and bold: Formula:  {10 * ((9*2) / (8-5))} OR [(12x-15y) * (3x-8Y)] I know the new version will allow for this but we need this now already please. Any ideas?

2
S
Explorer
2 years ago
J
Enthusiast
JohnoMeakerEnthusiast
asked in Have a question?

Adding a separate word document as an appendix

We are create user documentation for a new Business Central App we have created and Clicklearn is fine for 90% of what we have needed. The issue I have run into is that I have an Appendix sections which explains the theory and examples of the embedded calculations that run in the background. I cannot record the theory using Clicklearn but want to rather embed the word document (10 Pages) into my project so when I publish or produce it includes the word document at the end of the document. Have not found a way to do this. Note that I have tried using the Notes functionality but have found that this does not support what I need to do as cannot format effectively and is very time consuming. 

1
Tracy
Experienced Helper
2 years ago
M
Enthusiast
m_springerEnthusiast
asked in Have a question?

Assistant Can't Find Next Step Navigating from Main Menu to Specific Record

Understanding that the ClickAssist avatar needs to begin at a place in the application that is intuitive for the user, we’ve modified our recordings to start from the main menu and then navigate to the actual starting point for the instruction. Prior to this, the user would be on a page and activate the instruction but there would be no “bridge” to get the Assistant to the correct starting point… The issue is that in every recording where we start on the left hand navigation for D365 CE and then go to a list of records and then select *any* record, the Assistant just spins going from the Main menu to the list view. How is it possible to know for sure that the Assistant can find its way? I’ve tested using the Assistance menu and changing it from yes to “Force Next” thinking that might be able to skip a step but that didn’t work. My customer is getting frustrated that we can’t produce a recording for ClickAssist that seamlessly flows all the way through with no hiccups. The recordings wo

1
Morten
Community Manager
2 years ago
Michael Foster
Rising Star
Michael FosterRising Star
asked in Have a question?

How come audio gets clipped short when content published to ClickLearn Portal?

When we produce and preview content locally the Show Me Audio works fine.  When we publish the exact same recording to the ClickLearn Portal, audio of each step gets clipped short.  It doesn’t seem to matter what the length of the text is.  We have even noticed this problem with content in ClickLearn help portal.  For example:   https://help.clicklearn.com/ClickLearn%20Learning%20Portal/ClickLearn%20Learning%20Portal.htm?b=Product%20Documentation&r=Introduction How are folks resolving or getting around this issue?  

5
Michael Foster
Rising Star
2 years ago
Morten
Community Manager
MortenCommunity Manager
posted in Morten's Corner

Chapters on shelves

Have you ever found yourself lacking that extra layer of refinement while structuring your portal? By using chapters on your shelfs, you can give your portal further segmentation - should you have excess amount of processes and wish to divide and conquer them, check out the video below:Chapters on shelfs - YouTube

2
Morten
Community Manager
2 years ago
G
Enthusiast
Gloria StevensEnthusiast
posted in Have a question?

Touch pad

Hello all! I record with ClickLearn on my laptop, and sometimes I noticed that many or none of my clicks were recorded, but keyboard input were. It recently occurred to me that in at least a couple of those cases, I was using my touchpad instead of the mouse to click items. Has this happened to anyone else? 

2
Morten
Community Manager
2 years ago
M
Explorer
miles-huntExplorer
asked in Have a question?

User Day Content

Hi - great day today at the virtual User Day. Will the content from today be placed on the main portal or within the community area somewhere?

1
Lucia
Rising Star
2 years ago
kyliekiser
Rising Star
kyliekiserRising Star
posted in Peer exchange

How do you keep your training materials consistent?

What do you do to keep consistency in the training materials you are preparing? We have multiple authors so each has a slightly different style. We have created some standards to keep things consistent so I am curious if others do the same. What kind of standards do you have?

3
kyliekiser
Rising Star
2 years ago
A
Explorer
amygracerExplorer
asked in Peer exchange

How do you use Replay?

One of our primary use cases for ClickLearn is the replay capabilities that should keep us from having rerecord videos every time there is an upgrade or change.  I have just started “playing” with this feature, and I find it quite involved. Does anyone have success stories to share? How have you used Replay and what are your tips and tricks for ensuring success (without a lot of overhead). Thank you so much, ClickLearn Community!   --Amy

2
Anja Schmid
Rising Star
2 years ago
L
Enthusiast
lukaskEnthusiast
asked in Have a question?

Replay Recording inside a Recording

Hi guys   My aim is to create ClickLearn content using a modular approach. Let’s say I have a parent process A which contains child-processes x, y, z. The child-processes could be used across parent processes. Say, parent process B also contains child-process y and z.    I tried using the Replay Recording function, which states “Another recording may be startet [sic] before proceeding with the next step in this recording.”  This is exactly what I am after, unfortunately I could not get it to work. Below are the steps I took:   I created, replayed and published two recordings: Parent Recording and Child Recording   The Child Recording is made up of 1 step:   The Parent Recording has 3 steps, one of them being the replay of the Child Recording:   The final produced material of Parent Recording:   The child recording step is missing.   I have ensured to use the correct network file path of the child recording.   What am I missing?   Any ideas are highly appreciated.   Cheers Lukas

1
Morten
Community Manager
2 years ago
A
Explorer
amygracerExplorer
asked in Have a question?

Replay never finds the steps

I am just learning ClickLearn. In an effort to teach myself, I decided to replay videos that had been recorded previously.  Even if I use the raw unedited recording, ClickLearn still cannot find any steps during the replay. I have been playing with the template...could that be why?  Does anyone have any tips or tricks, or should I just submit a case. Thank you!

3
Per
Community Manager
2 years ago
T
Explorer
tsilverExplorer
asked in Have a question?

Dynamics CRM whole screen capture only

I am having an issue in my recordings in Dynamics CRM where I can only capture the outer window, not the individual fields.  I put in a support ticket but wondered if anyone on here could help me in the meantime so I can work over the weekend.

4
Per
Community Manager
2 years ago
D
Enthusiast
david.martinEnthusiast
posted in Peer exchange

Training for FSM Mobile

Has anyone in this community tried to use ClickLearn to create training for IFS’s mobile FSM application? I would be very interested to hear about others’ experiences, whether or not those experiences were successful.

1
Per
Community Manager
2 years ago

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