Kuali Build Documentation

Kuali Build maintains a robust support site. To access their documentation, from the Kuali Build home screen, click the three dots (vertical menu)

and select Help. The Kuali Build support page opens; select Build. If you need further assistance, contact kualibuild@duke.edu.

We've selected particularly helpful articles from the Kuali Build knowledge base for three types of Duke users:

• Form submitters - Users who have submitted Kuali Build forms
• Workflow resources - Users responsible for completing tasks and approvals in a Kuali Build workflow
• App developers/administrators - Users with permissions to create and make changes to Kuali Build apps (forms/workflows)

Form submitters

• Where can I see forms I've submitted or saved? This article includes information about how to see the status of your submission. It also covers withdrawing your submission and duplicating it.

Workflow resources

• Getting started for reviewers/approvers
• Where can I find the forms I need to approve (Action List)?
• How do I approve, acknowledge, or complete a task in a form?
• How do I see where a submission is in the workflow process (Workflow Status)?
• Creating custom document list views

App developers/administrators

• Getting Started for App Administrators
• Advanced Gadgets This article covers using gadgets that provide an integration to Duke systems of record or other data sources.
• What Do the Data Lookup (Single Item), Data Lookup (List), and Data (Multiselect) Gadgets Do?
• What is the Office Use Only Setting? This article covers enabling a setting on a form section to hide it from the form submitter's view.
• Workflow Settings This article describes how to make sections of your form hidden or editable during the workflow.
• Sharing an App/Form This article covers how to obtain the URL for the form so you can distribute it.
• App Permissions This article covers how to set permissions for individuals or groups. Permissions include creating (i.e. submitting), reading, updating, and deleting documents (form submissions).
• Data Sharing This article covers how to share data between one form/app with another.
• Document List/Data Settings This article includes information about setting a default view for the document list.