Create a learning template

task australia Updated Sep 10, 2026 1 min read ln-templates.md
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Create a learning template to simplify the process of creating learning tasks by populating fields automatically.

Before you begin

Role required: learning_admin

Procedure

  1. Navigate to Learning Administration > Administration > Templates

  2. Click New.

  3. On the form, fill in the fields as appropriate.

Field

Description

Name

Name of the learning template.

Table

Table that this template applies to. Select Learning task [sn_lc_learning_task]

Template

Content that automatically populates records that are based on this template. - From the list, select Learning library and search for the library item.

  • From the list, select Course item and search for course item.
  • From the list, select State and select a state for the learning task.
  • From the list, select Short description and add a suitable description for the learning task.

Use global descriptions for translations

Option to enable the use of global descriptions for translations. If selected, you can provide the short description and description for the learning task template in one or more languages.

Link template

Template that links a child table with the template for the parent table. In the template for the child table, set the value to the field that references the parent table. After you set the value, the child template is explicitly linked to the parent table.

Additional fields

In the Assign to field, specify the user to whom the learning task is applicable.

**Important:** You must specify values in **Catalog**, **Course item**, **State** **Short description**, and **Assign to** fields while creating the template. If any of the fields is left empty, the learning task will not be created as part of the life cycle event and an error is recorded in System Logs.
  1. Click Submit.

Parent Topic:Initiate a learning task from a lifecycle event

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