Setting Up Batch Field Customization – Tailor Your Learning Platform Efficiently

Setting up batch field customization

Setting up Batch Field Customization enables administrators and educators to tailor multiple fields and settings for groups of users or courses at once, rather than configuring each one individually. This process saves significant time and effort and ensures consistency across large-scale enrollments, such as when onboarding entire classes or departments.


By implementing batch field customization, institutions can better adapt the platform to their unique organizational needs, streamline processes like bulk course enrollment or group assignments, and provide a more personalized learning experience for diverse learner groups.


This level of customization is essential for aligning the platform with specific teaching methods, branding, and operational requirements, ultimately enhancing both administrative efficiency and learner engagement.


InfoThrough this documentation, we will guide you through the step-by-step process of how you can efficiently set up batch field customization in your organisation’s learning platform.

Let’s get started πŸš€

Batch List View
NotesRefer to the following table to understand more about the batch field view list.

Sr. No.

Fields

Description

1

β€œ+ Add Field” Button

Select to create new custom fields by specifying the field name, type, and whether it's required for different components.

2

Fields View List

Displays all existing custom fields in a table format, showing their type, current status, requirement setting, and edit options for each component type.

3

Field Edit Icon

Click the edit icon next to any field to modify its details, such as field name, type, and status.


Add A New Field

The platform lets you add custom fields to collect specific information about your learners or courses. You can create fields for things like department names, skill levels, or training preferences. This helps organize data better and tailor the learning experience.


AlertCarefully follow the steps below that will guide you through the step-by-step process of how you can efficiently add a new field in your organization’s learning platforms.

Step 1: Click on the β€œ+ Add Field” button at the top-right corner of the screen.



Step 2: A new panel will open on the right side of the screen. Fill in all the necessary fields, then click on the β€œAdd Field” button.


NotesRefer to the following table to understand more about the fields.

Sr. No.

Fields

Description

1

Field Label

Enter the name/title of your new field (e.g., "Aadhar Card"). Limited to 50 characters (shown as "0/50" when empty).

2

β€œField Type” Dropdown

Select the data format (Text/Number/File upload) for the new field (shown with placeholder "Enter field type").

3

Field Visibility Radio Buttons

Select β€œCurrent Branch” to show this field only to your location, or β€œAll Branches” to share it across your institution.

4

Status Radio Buttons

Mark β€œActive” to use the field immediately or β€œInactive” to save it without displaying to users yet.

5

β€œCancel” Button

Click to discard the new field without saving changes.

6

β€œAdd Field” Button

Click to create and save the new custom field with your specified settings.



Step 3: After clicking on the β€œAdd Field” button, a success message will appear at the top of the screen.


Edit an Existing Field

You can add or edit fields in your learning platform to collect specific information about your learners. This lets you track important details like departments, skill levels, or custom IDs that matter to your organization.


AlertCarefully follow the steps below that will guide you through the step-by-step process of how you can efficiently edit an existing field in your organization’s learning platforms.

Step 1: Click on the edit pencil icon (✏️) next to the field you want to edit.



Step 2: A new field on the right side of the screen. Change the necessary fields, then click on the β€œUpdate Field” button at the bottom right corner of the screen.


Sr. No.

Fields

Description

1

Field Label

Enter the name/title of your new field (Limited to 50 characters).

2

β€œField Type” Dropdown

Optional instructions to guide users when filling the field (Limited to 50 characters).

3

Different Field Options

Lists existing options (Test 1, Test 2) with toggles (βœ…=Enabled) and delete (!!) buttons.

4

Add New Option

Click to insert additional choices into the multi-select dropdown list.

5

Field Visibility Radio Button

Select the data format (Text/Number/File upload) for the new field (shown with placeholder β€œEnter Field Type”).

6

Status Radio Button

Mark β€œActive” to use the field immediately or β€œInactive” to save it without displaying to users yet.

7

β€œCancel” Button

Click to discard the new field without saving changes.

8

β€œUpdate Field” Button

Click to create and save the new custom field with your specified settings.



Step 3: After clicking on the β€œUpdate Field” button, a success message will appear at the top of the screen.



InfoIf you have any queries, please feel free to reach out to us at support@edmingle.com. We will be happy to help you! :)


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