Kuali Build: Helpful Documentation

Kuali Build provides online support, including knowledge base articles, videos, and more. To access help from Kuali Build home page, click the vertical menu (three dots, upper left) and select Help. The Kuali Build support page opens; select Build.

If you need additional assistance, post to Duke’s Kuali Build User Community (Microsoft Teams) or contact kualibuild@duke.edu. One-on-one consultations are also available.

Trouble loading pages or having other issues? Check Kuali's status page. Known outages are posted to the Kuali Build User Community in Teams. If you're experiencing issues and no outage has been reported, post to the user community.

Below are helpful resources organized by user type.

Form submitters

Duke users who have submitted Kuali Build forms

• Where can I see forms I've submitted or saved? See the status of your submission, withdraw your submission, or duplicate it.
• Need help with a form? Contact the individual who shared the form with you.

Workflow resources

Users responsible for completing steps in a Kuali Build workflow

• 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 (only available if the app admin has granted access to the document list)

App developers/administrators

Users with permissions to create and make changes to Kuali Build apps

• Getting Started for App Administrators
• Form Permissions - Setting permissions on the app for individuals or groups.
• Advanced Gadgets - 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? Enable a setting on a form section to hide it from the form submitter's view.
• Workflow Settings - Making sections of your form hidden or editable during the workflow.
• Sharing an App/Form - Obtaining the URL for the form so you can distribute it.
• Data Sharing - Sharing data between one app and another.
• Document List/Data Settings- Setting a default view for the document list.