Articles on: LMS

LMS - Custom Cards

Overview:


This article will help you understand how to create Custom Cards using CodeBot for SAP SuccessFactors.Following are the steps that will guide you through the entire process.


  1. On the Dashboard, click on the LMS module tile.





  1. Then, enter into your workspace.




  1. Navigate to the generated workbook by clicking the Sheet icon..




  1. The workbook will appear in a new tab on your browser. navigate to the Custom Cards sheet and add data according to your requirements


  • Column E, Card Name: Unique label that identifies the card in LMS.
  • Column F, Description: Short summary of what the card is for.
  • Column G, Enabled: TRUE to display the card, FALSE to hide it.
  • Column H, Title: Main heading shown on the card.
  • Column I, Subtitle: Secondary line shown under the title.
  • Column J, Image: Document ID of the card image from Manage Document.
  • Column K, Alternative Text: Short description of the image read by screen readers.



  • Column L, Type: How the card opens, such as Dialog or URL.
  • Column M, Width: Size of the card dialog: Small, Medium, Large, or Responsive.
  • Column N, Template: Layout of the card content, such as Raw HTML, No Template, Single-column template, Two-column template, or Video File.
  • Column O, URL: Web address the card opens, or the video link when the template is Video File.
  • Column P, Language: Language of the card content.
  • Column Q, Content: Text or HTML shown in the card.
  • Column R, Open Link in New Window or Tab: TRUE to open the link in a new window or tab. Applies when the type is URL.
  • Column S, Email address: Email address the card opens.
  • Column T, Target Group: Audience that sees the card, such as All Active Users, User Group IDs, or Organization IDs.
  • Column U, IDs: IDs of the selected target group, separated by commas.



  • Column V, Include suborganizations: TRUE to extend the card to suborganizations of the selected target group.
  • Column W, Active Period: Always to keep the card active indefinitely, or Date Range to limit it to specific dates.
  • Column X, Start and End Date: Dates the card runs, entered as DD/MM/YYYY - DD/MM/YYYY.




  1. Close the workbook, back in CodeBot click the hamburger menu and click on Start Configuration.



  1. On the left-hand side, enter your SAP SuccessFactors password or sign in using SSO (if it is configured for your instance). Next, enter the Execution Notes. On the right-hand side, under Advanced Options, select the Custom Cards checkbox and Confirm and Start to begin the execution.



  1. As the status changes to processing you can monitor the execution. Below is the article attached for iteration monitoring.


https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798



  1. Once the status shows complete, reopen the LMS workbook and you’ll see that the Processing Status will display as Processed. The new Custom Cards is created and the successfully updated information is highlighted in green.




  1. To verify, open your SAP SuccessFactors instance and navigate to Learning Administration


  • Search for Custom Cards, and notice that the new Custom Cards is successfully added and updated in the instance using CodeBot.





Thank You for using CodeBot!

Updated on: 12/11/2026

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