• Validation Gadget with Checklist
• Creating multiple page forms
• Using the Repeater Gadget
• Viewing Attachments on a submitted Form
• Additional Kuali-related kb articles

• If you have more than three steps/steps sub steps/sections within the document, you must include the table of contents section above (keep everything in brackets, remove these bullet points)

• If you do not use the table of contents delete these bullet points and the text in brackets above.

Validation Gadget with Checklist

1. If you need a single checklist to be completed by one user.
   1. Create an Office Use Only section that is editable when it reaches the workflow step for that user.
   2. Add the checkboxes into the form.
   3. Add a validation gadget if you want all checkboxes to be checked prior to completing the overall task. (If different users can complete all checkboxes, then adding separate tasks to the workflow will be needed for each checkbox).

   

Kuali documentation about the Validation Gadget

Creating multiple page forms

1. To eliminate a large amount of scrolling for long forms for users or if there are multiple types of users/roles breaking a form into multiple pages may help with navigation.
2. Use the Turn top-level sections into pages under Form Settings  
3. Each non-Office Use section will then become a separate page and the form submitter will be able to step through the pages as seen on the left of the screenshot

Kuali Form Design guide

Kuali Form Settings information

Using the Repeater Gadget

If the submitter needs to answer the same data fields multiple times e.g. same information collected for different people (name, type of employee, department, etc.) a repeater field can be used. Depending on how you plan on using this gadget, the following has been noted:

1. Gadgets already on the form can’t be pulled into the repeater gadget. Pull the repeater gadget into the form first and then pull other gadgets from the left side into the repeater gadget area.
2. Repeater fields can't be used in calculations/conditionals. Although there's an exception, if the calculation field or gadget conditional is within a repeater, fields in that same repeater are selectable options. (i.e. If in the same "row", the form builder can add Quantity * Price equals Total as 3 fields, but no calculations can be done across rows).
3. There isn't a way to evaluate/compare multiple "rows" in a repeater. Similar to calculations, comparisons can't be done across rows. Depending on the use case, there is the option to use multiple form submissions/versions and compare.
4. A repeater gadget can’t be nested inside a repeater. Therefore, one row of data can't have multiple rows of additional data within it. For example, repeater rows won't let the user first enter a department name (department 1) and then list people from that department, then go back and enter another department (department 2) with people belonging to department 2.
5. Limit selectable dates currently does not work for repeater, however, it is assumed that this will be coming.

Kuali Repeater Gadget documentation

Using Repeaters in Workflows

Viewing Attachments on a submitted Form

If the form has the File Upload or Image Upload gadget included and the submitter uploaded an attachment during the submission process, Workflow Task Owners and Workflow Approvers are able to download and view the attachments. The submitter or application administrator may also want an easy way to see and download the attachments. The following explains how.

1. Anytime the Workflow Task Owner or Workflow Approver sees the filename of the attachment in bold, they can download it to their computer and open it from that point. 
2. As a Task Owner, there are tasks in my Action List
3. Selecting Action List, the Task Owner sees a list of actions and selects one by clicking on it

4. When the Task Owner clicks on the task, they can see attachment in bold. Even if they only have View Only access, they can now download the attachment to view it.  

5. The Submitter or Application Administrator may also want an easy way to see and download the attachments.
   1. The attachments are NOT viewable from the My Documents list
   2. Instead, with proper permissions, if they open the application and go to the Documents tab
   3. Add the attachment column to the view by selecting the form field pertaining to the attachment
   4. The submitter and application administrators will be able to download any of the bolded filenames in the list to view it.

Kuali documentation on adding columns to the view

__________________________________________________

Additional Kuali-related kb articles

LCS - Kuali Permissions Tips and Tricks