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Hello, What is the best way to handle branching or decisions in recordings? (If you have a process and during the process the user needs to make a decision, or follow different steps depending on the outcome of the previous step) e.g. Some steps previous Does the customer exist in our system? If yes → go this route and do a few more steps If no → go this route and do other steps Return at some point to some final shared steps Thanks -Kevan

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

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?  

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. 

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!.

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  

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!

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?

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

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

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. 

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

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?  

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? 

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?

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

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!

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.

I keep getting the following message when attempting to start a new recording: “Failed to Start ClickLearn Recording Process” This is the first time I’ve received  a message like this.  Any ideas why or how to fix?

Hi, we have at the moment around 30 Authors in different locations who are using ClickLearn.  We are looking for a nice solution how everybody can use the same customized Template. Especially for changes in the Speech Editor and the Recording Template. Currently most of my colleagues saved their template locally or on their VM’s - problem: When we update the Template (for e.g. with customizations for a new connector) every author has to change to the new template as well and all local changes  on the Speech Editor are lost. What are your best practices - can all the authors work on the same template? What are pros and cons of saving the Template to a network drive?