Activity Settings - Article

What Activity Settings control

Activity Settings provide metadata and governance for a Training Activity. They complement—but do not replace—the activity's delivery configuration or participant-facing description.

Keeping these areas separate is useful when troubleshooting. For example, adding a Category can help classify an activity, but it does not automatically place the activity in a Storefront section. Enabling SEO can allow an eligible public page to be indexed by external search engines, but it does not enable self-enrollment.

To configure the page, open the Training Activity from Course Administration → Activities, and then open Activity Settings. The exact sections you see depend on your permissions, enabled languages, platform modules, tag vocabularies, and system configuration.

Activity Settings is unavailable after an activity has been cancelled. Review and correct its settings before cancellation if the historical record must retain particular classifications or reporting behavior.

Required and optional settings

Language is the only generally required field on the Activity Settings page. Select it for every activity, including training that is delivered in only one language.

Category and other tag fields can still be valuable for navigation, filtering, reporting, and Storefront presentation, but they are not universally required. Your platform may expose different classification fields or apply local administrative rules that make particular tags expected in practice.

If Language or a recommended classification is missing, Eurekos can display a Complete activity settings reminder. Complete the relevant fields, or close the reminder if the optional classification is intentionally blank. A dismissed reminder does not turn an optional field into a requirement.

Classify the activity with tags

The Tags section contains Language and the tag vocabularies that administrators have made available for Training Activities.

Depending on the platform, these fields can include:

• Category
• Importance
• Department
• Country
• Workplace
• Type
• Job function
• Unit
• Location code
• Other organization-specific vocabularies

This list is not fixed. A platform administrator creates and manages tag vocabularies centrally and chooses whether each vocabulary is used for Activities. If a tag field that your process requires is missing, it must be made available in the platform's tag configuration rather than created from the Activity Settings page.

All Activity tag fields support selecting more than one value. Use multiple values when the training genuinely belongs to several relevant classifications. Avoid adding broad or speculative tags merely to increase exposure; inconsistent tagging makes Storefront filtering, administration, and reporting less reliable.

Tags can support:

• Storefront categories, filters, and structured navigation
• Administrative filtering in the Activity list
• Audience- or organization-specific catalog designs
• Reporting and portfolio analysis
• Consistent classification across related training

Tags do not, by themselves, guarantee that a participant can see or enroll in an activity. Visibility can also depend on self-enrollment, organization rules, availability dates, Storefront section audiences, subscriptions, prerequisites, and commerce settings.

Use parent and child tags

A tag vocabulary can have a child level with its own field name. For example, selecting one or more values in Category can make a related Products field available. The participant-facing Activity Description can show both the parent and child values.

Use a parent and child structure when a single flat list would be difficult to navigate. Examples include:

• Product family → Product
• Business area → Department
• Profession → Specialization
• Region → Market

Only child values belonging to the selected parent values should be used. If the available child field or its label does not match the intended hierarchy, correct the vocabulary centrally before classifying more activities.

Organization-specific tags

Some tag values are associated with particular organizations. What you can select can therefore depend on your organization scope and permissions.

Before changing organization-specific tags, consider who maintains the activity and where it must appear. A value that is valid in one organization may not be available—or appropriate—in another.

For more detail, see Setting up the Storefront, Tags.

Set the activity language

Language identifies the language of the Training Activity and is required. The selector contains languages enabled for the platform.

Choose the language in which the participant-facing activity and its learning experience are delivered. This value is used for classification and can also affect Storefront presentation, search, platform language filtering, and multi-language activity behavior.

Language does not translate the activity, its modules, or the Activity Description. If participants need the same training in another language, create and maintain a separate Training Activity for that version, set its Language correctly, and connect the versions through This training is available in other languages.

Interface language and activity language are different

A participant can use the Eurekos interface in one language while taking training classified in another. The Language field describes the training, not the participant's current interface selection.

Add keywords for Eurekos search

Use Keywords for words and phrases that participants or administrators may search for even when those terms are not part of the activity title.

Although the field appears in the Tags section, keywords are free-form search metadata rather than values from a controlled tag vocabulary.

Good keywords can include:

• Common abbreviations and acronyms
• Alternative names for a subject
• Product or process terminology
• A former course name that participants still recognize
• Relevant competencies or outcomes

Do not repeat long lists of near-identical terms, unrelated popular words, or confidential internal data. Start with the language a participant would naturally use to find the training.

Keywords support Eurekos Global Search. Where AI-assisted search and recommendations are enabled, the Activity Description content and keywords can also help the system understand and recommend the activity.

Keywords are not a substitute for tags: tags provide controlled classification, while keywords provide flexible search terms. They are also not the same as SEO metadata, which is intended for external web search.

Configure SEO for a public catalog

The SEO section controls whether an eligible Activity Description page can appear in external search engines and how that result is presented.

SEO is relevant only when:

• Your catalog can be accessed by anonymous visitors
• The Training Activity is available in that public catalog
• Search-engine indexing is enabled for the production environment

It contains the following settings:

If SEO title is blank, a search engine can use the title from the Activity Description. If Meta description is blank, it can select text from the page content.

When Allow this training to appear in search results is disabled, Eurekos instructs search engines not to index or follow the page. Search engines control when they revisit a page, so enabling or disabling the setting may take several days to affect existing search results.

SEO does not override access rules. A page that is not publicly available cannot become public simply because indexing is allowed. Conversely, preventing external indexing does not necessarily remove the activity from Eurekos search or the Storefront.

Choose the right discovery setting

For more detail, see Setting up the Storefront, Activity Description, Self-enrollment Eligibility and Requirements.

Add financial reporting information

If Extra information fields are enabled for the platform, Activity Settings includes:

• Cost center
• Revenue account

Use these fields when finance, commerce, or reporting processes need an activity to be associated with an internal accounting reference. The values are included in relevant administrative data such as the Signup details report. Contact Eurekos support for configuration of these features.

Agree on a naming or coding standard before administrators begin entering values. These fields are most useful when the same identifiers are applied consistently across activities and match the organization's financial system.

The fields do not set an activity's price, tax, or payment method. Configure those commerce settings on the activity itself.

Connect language versions of a Training Activity

Enable This training is available in other languages to connect separate Training Activities that represent translations or localized versions of the same offering.

The option is available when more than one platform language is enabled. Only activities with a Language value can be selected.

Set up the language relation

For example, to offer the same program in English and German:

1. Create and configure one Training Activity for the English version.
2. Set its Language to English.
3. Create and configure a separate Training Activity for the German version.
4. Set its Language to German.
5. Open Activity Settings for one version and select the other activity under This training is available in other languages.
6. Review both Activity Descriptions, learning modules, enrollment rules, availability, and commercial settings.

Eurekos does not prevent an administrator from selecting another activity with the same Language. Verify the language of every selected activity to avoid presenting duplicate or misleading options.

What participants see

Connected language versions are grouped in the Storefront rather than presented as unrelated cards. The card lists the available languages and displays one version based on the visitor:

• A logged-in participant normally sees the version matching the language in their profile.
• An anonymous visitor sees the version matching a supported preferred browser language.
• If the browser language is not enabled for the platform, the platform default language is used.

On the Activity Description page, the enrollment area shows the available languages. Selecting another language redirects the participant to that version's separate Activity Description page.

An additional platform setting can filter training according to the user's language. If enabled, consider its effect when testing discovery for participants with different profile languages.

Separate activity records remain separate

The relation groups language versions for presentation and language choice; it does not merge their administration. Each version remains its own Training Activity with its own:

• Activity ID and Activity Description
• Modules and content
• Enrollment and participant records
• Schedule and capacity
• Price and access configuration
• Progress, completion, and reporting data

A participant who changes to another language version is directed to—and enrolls in—the other Training Activity. Keep equivalent settings aligned intentionally where the participant experience should be consistent.

Search and Storefront special cases

Storefront search evaluates the language version currently shown to the user. If a search term exists only in a connected version in another language, the grouped activity may not appear for that search. Add appropriate localized titles, descriptions, and keywords to every version.

Custom Storefront rows, audiences, subscriptions, and other visibility rules can also affect which version is eligible to appear. Test the activity as:

• A logged-in user in each supported profile language
• An anonymous visitor, if the catalog is public
• A member of each relevant organization or audience
• A subscriber and non-subscriber, where subscriptions are used

For more detail, see Target Audience Controls, Activity Description.

Configure a custom enrollment button

The Customization options section is available only when custom enrollment buttons are enabled for the platform. Contact Eurekos support if this configuration is not available.

Use it when selecting the main action on the Activity Description should take the visitor to another web page—for example, an external registration system, a partner checkout, or a customer-specific workflow.

The section can include:

The custom label applies to the Activity Description page. Buttons on subsequent pages retain their standard labels.

The platform can apply custom buttons to:

• All training, or
• Paid training only

With Paid training behavior, an activity with a price uses the custom destination instead of the normal enrollment button. Free training—including an activity made free by a 100% discount—continues to use the normal Enroll button.

Test the button while signed out and while signed in, and test every relevant language. Confirm that the URL is complete, secure, and available to the intended audience.

A custom link is not an enrollment record

Selecting the button redirects the visitor. It does not, by itself, register the participant in Eurekos. If the external destination is expected to create an enrollment, that result requires the appropriate integration or administrative process.

For more detail, see Activity Description.

Store an External ID

If the Training Activity external-ID feature is enabled, Activity Settings includes an External data section with External ID.

Use External ID to associate the activity with a record in another system, such as an ERP, CRM, HR, commerce, or migration source. The field accepts free-form text up to 255 characters and does not apply a universal format or uniqueness check.

Before entering or changing a value:

• Confirm which external system owns the identifier.
• Follow an agreed format and uniqueness rule.
• Check whether an integration populates or depends on the value.
• Avoid reusing an identifier for unrelated activities.
• Record any manual correction required in the connected system.

Some integrations can require, generate, or initially overwrite External ID values. If your platform exchanges activity data with another system, consult the integration documentation or your platform owner before editing the field.

External ID is different from the activity's Eurekos ID. The Eurekos ID is the platform's own identifier and appears in the activity URL and Activity list. External ID is optional metadata intended for a connected or external data model. Contact Eurekos support for configuration of an External ID.

Exclude the activity from transcripts

Enable Exclude activity from user's transcript when an activity should not appear in participant transcript files.

The option is disabled by default. When enabled, the activity is omitted wherever a transcript is downloaded, including:

• A participant's own transcript download
• A transcript downloaded by an administrator or another authorized role
• Bulk transcript downloads

Disabling the option again makes the activity appear in future transcript downloads.

Transcript exclusion does not delete or cancel the activity. It does not remove:

• Participant signups
• Progress or completion data
• Certificates
• The activity from administration
• Other reports or analytics
• Participant-facing records outside the transcript where the activity is otherwise shown

Use the setting for activities that should remain operationally recorded but are not part of the formal learning transcript—for example, orientation sessions, optional networking events, or administrative placeholders. Confirm local compliance and reporting requirements before excluding regulated or mandatory learning.

For more detail, see Progress.

Save settings for a linked activity

Repeated or linked activities can share a group. If the platform allows linked-activity updates, saving Activity Settings for one group member opens a choice:

• Apply to all updates the corresponding Activity Settings across the linked group.
• Apply to this only keeps the change on the current activity.

All fields on the Activity Settings page are synchronized when Apply to all is selected except This training is available in other languages. Multi-language relations remain specific to the activity being edited.

Use Apply to all for settings that should remain consistent across a delivery series, such as classification or transcript behavior. Use Apply to this only for a deliberate exception, such as a region-specific External ID.

Review the group before applying a change to all activities. The operation updates the other members' corresponding values; it is not a comparison or merge of each field.

If linked-activity updates are disabled for the platform, saving changes affects only the current activity and no choice is displayed.

Linked delivery and language relation are different concepts

Repeat/Link groups related deliveries, often across dates. This training is available in other languages connects localized versions for participant language choice. An activity can participate in either or both relationships, but the relationships do not replace each other.

For more detail, see Recurring events and activities, Existing Training (nesting).

Understand settings configured elsewhere

Several controls affect discovery or enrollment but are not configured on the Activity Settings page.

On-demand

On-demand is configured on the activity's creation/edit form when the feature is enabled for the platform. Use it when participants should request training that will be organized around their needs instead of enrolling directly in a predefined delivery.

Depending on the configuration, Request training opens a contact form or questionnaire and sends the request to the configured recipient. It does not enroll the requester. A scheduled date is not required, and an undated on-demand activity can show Flexible on the Activity Description.

Self-enrollment still affects Storefront availability. If Self enrollment is disabled, the page can show that the activity is not available in the Storefront even though on-demand is configured.

For more detail, see On-demand Training Requests, Self-enrollment Eligibility and Requirements, Introduction to Questionnaires and Common Use Cases.

Hide from external Storefront

Some platforms use an additional client-facing catalog outside Eurekos. When the optional Hide from external Storefront field is available, it is configured on the activity's creation/edit form—not in Activity Settings.

This control affects that connected external catalog. It is separate from Eurekos Storefront visibility, anonymous public access, and SEO indexing.

Storefront availability and audience

Use the activity's Self enrollment, availability, organization, subscription, restriction, and pricing configuration together with Storefront section settings to determine who can discover and enroll in the activity.

Activity Settings contributes classification, language, and search metadata, but it is only one part of the visibility decision.

Practical configuration examples

Verify the configuration

Use representative accounts and the routes enabled for your delivery. Check the relevant outcomes before launch and after a material change; an administrator preview alone does not verify the participant experience.