Introduction
When a course catalog is created, a site collection is generated with three pages:
- A home page, which is the default page of the SharePoint site of the course catalog.
- A page that features My Training Dashboard.
- A home page for the course catalog.
These pages are created with Learn365 web parts that feature Learn365 content.
For the course catalog home page, the course catalog web part settings feature the selection of courses and training plans of this catalog, as well as filters that help users to search for courses and training plans.
The Course catalog section on My Training Dashboard also contains the course catalog web part, which can be configured in a similar way. The Course catalog section supports the All catalogs view, which enables learners to see courses and training plans across all catalogs they have access to on the tenant.
This article covers the course catalog web part settings and how these settings determine the presentation of courses and training plans in the course catalog. Some options differ depending on where you're configuring the web part, that is to say the Course Catalog page or the Course catalog section on My Training Dashboard. We've marked such content in this article.
The catalog web part in each area needs to be configured separately. The changes you make, for example to the Course Catalog page web part settings, won't affect the look and feel of the Course catalog section on My Training Dashboard.
Overview of the catalog web part settings
Required role: catalog admin.
NOTE
For catalogs with a modern view, we strongly recommend you add only one Learn365 web part to a page. Adding several web parts to a page may cause them to fail and produce an authentication error.
To configure the course catalog web part:
1. Select the cog icon () in the top right-hand corner of both the Course Catalog home page and the Course catalog section on My Training Dashboard.
The Catalog settings configuration panel opens. If you're in the All catalogs view, the configuration panel title is All catalogs view settings.
2. On the Catalog settings configuration panel, review the web part settings and make any relevant changes. Web part settings are displayed on two tabs:
- Appearance. Features the display settings for the course catalog, and its courses and training plans.
- Filters. Features the search and filtering options for courses, training plans, and catalogs (in the All catalogs view).
3. Save to apply the changes to the course catalog home page. The course catalog home page is automatically refreshed.
The Appearance tab
The Appearance tab enables you to configure how courses and training plans are displayed, and the viewing options that are available to users.
Page details
This section enables you to customize the catalog web part title, and the default display order courses and training plans in the All training section.
Title
You can edit the title of the web part, which will be displayed above the list of courses and training plans in the course catalog. You can use this field to create a personalized greeting, by using the {name} parameter. For example, "Hello, {name}!" will greet a user named Adele Vance with Hello, Adele Vance!. The Title field can't be left blank.
Default training order
Configure the default display order for courses and training plans when they're shown in the All training section. The options are Newest training first (default), Oldest training first, Alphabetically (A-Z), Alphabetically (Z-A), and Highest Ranked Training First.
Users can choose the sort order for courses and training plans, but this setting is applied only to the current view. The next time the user visits the course catalog home page, the view defaults to the Training Sort Order setting.
Browse buttons
This section is available only in single catalog view on the course catalog home page and the Course catalog section on My Training Dashboard, and can be hidden.
Feature up to six categories for which you want to assign filter buttons. The buttons are displayed above the training list and provide users with quick access to courses and training plans that have those categories and their subcategories assigned. If browse buttons are enabled, the Home button is also displayed, which opens the Course catalog section without any filters applied.
The browse buttons filtering logic repeats the category filtering logic of the Categories filter set by users: Match any or Match all. For more information on how users search and filter courses on the course home page, see this article.
Popular right now
This section is available only in single and All catalogs views in the Course catalog section on My Training Dashboard, and can be hidden.
To display this section, either New training or Highest ranked training must be selected. Each tab can display up to 20 courses and training plans.
New training
Select this checkbox to display new courses and training plans in the Popular right now section. In All catalogs view, new courses across all catalogs the learner has access to on the tenant are displayed in this section.
Highest ranked training
Select this checkbox to display highest ranked courses and training plans (based on their ratings) in the Popular right now section. In All catalogs view, highest ranked courses across all catalogs the learner has access to on the tenant are displayed in this section.
Featured categories
This section is available only in single catalog view in the Course catalog section on My Training Dashboard and can be hidden.
You can select up to five featured categories. The featured categories will be displayed as tabs. Courses and training plans that have these categories and subcategories are displayed as cards. From here, learners can enroll in training, and mark courses and training plans as favorites.
View selector
Toggle the View selector to determine whether you want users to be able to switch between card, list and calendar views for courses and training plans. If this toggle is Off, courses and training plans are displayed in the view selected in the Default view option. If the toggle is On, users can select what view to use. Find more details about the available views here.
Default view
Select the default view for courses and training plans in the course catalog. This is the view users will see if the View selector toggle is set to Off.
The Filters tab
The Filters tab enables you to configure the availability, view, and behavior of the filters that are used to search for courses and training plans in the All training section.
Counters
Select an option to Show or Hide the number of courses or training plans that match each filter parameter, for example (3).
Catalog filter
This setting is available only in the All catalogs view in the Course catalog section on My Training Dashboard.
Toggle the filter On to show the Catalog filter in the All training section.
Pinned catalogs
Select up to five catalogs you want to display at the top of the Catalogs filter drop-down menu in the All training section.
Category filter
Toggle the filter On to show the Category filter in the All training section. This filter enables users to filter courses and training plans by catalog.
Pinned categories
Select up to five categories you want to display at the top of the Category filter drop-down menu in the All training section.
Training type filter
Toggle the filter On to show the Training type filter in the All training section. This enables users to filter training by type: e-Learning, Instructor-Led Training, and Training Plan.
Select the checkbox next to each training type to choose the ones you want to make available in the filter drop-down menu.
Drag training types to rearrange the order in which they are displayed in filters. By default, all training types are enabled and ordered in the following way: e-Learning, Instructor-Led Training, then Training Plan.
Session type
Toggle the filter On to show the Session type filter in the All training section. This enables users to filter instructor-led training courses by session type: Onsite or Virtual.
Skills filter
Toggle the filter On to show the Skills filter in the All training section. This enables users to filter courses and training plans based on the skills granted to users upon completion.
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