Form Settings

Several form settings are available to improve your form submitters' experience. You may want to consider these settings prior to publishing your form.

• Display Options
• Submission Settings
• Post Submission Options
• History
• Additional Options
• Conditional Permissions

To enable these settings, click Form Settings within the Form tab of the app.

Note: Any updates saved in Form Settings will take effect immediately in the form; it does not require a republish of the app.

Display Options

Form Title Field:

This defines which field will be the primary identifier in a list of documents from this form. By default, the title field is set to be the document's id number.

Form Label Font Size:

This setting allows you to select the default font size for your form. Four settings are available to choose from and preview from this page.

Submission Settings

Set submission dates:

When enabled, allows you to choose the start and end date for when submissions are allowed for the app.

Disable submissions:

Allows you to disable submissions at any time for an app; even during the Submission date window.

Ignore required field validation on save

When enabled, users can save the documents without completing required fields when they edit a document from the Document List.  This enables shared responsibility for drafting documents by allowing multiple contributors at different times.

Limit submissions to one per user:

Allows you to limit to only one submission per user in the form.  If enabled and a user creates a new document when they are the creator on another submission in the dataset the below validation error will display and the submit button will be inactive.

Limit total submissions for this dataset:

Once you click this option you can then 'Enter submission limit' to specify the limit of total submissions allowed in the form overall.  Could be used for a variety of scenarios - for example, a contest app that will only take the first 25 entries. If enabled and a user creates a document when the submission limit has already been met the following validation error will display and the submit button will be inactive.

Post Submission Options

Show "Start new form" button on the submission confirmation page:

This setting allows users to begin a new form from the confirmation page after submission.

Start a new empty form after each submission:

Once a form has been submitted, this setting will automatically redirect users to a new, blank form.

History

Please be aware that History is only available to enterprise customers for Build and those that have purchased the next generation of Kuali Ready, Kuali Research, or Kuali Academic Ops.  

Track edits made to documents in this dataset:

Reviewers or Admins often need to see what has changed on a document during the workflow process, or need to be able to track what changes were applied to a document after it was completed.  This History configuration allows you to track any edit to a document in the product/app within the History button on a document.  Once enabled the Workflow Status button in a document will display as History.

When clicked you will see all workflow activity information for the document, including a logs of edits.

With the edit expanded you can see the specific changes that occurred and by whom (along with the comment; if enabled).  Also, if you click on the eyeball icon it will then take you into the form preview and highlight the changes that occurred.

Note: If you toggle to the Show Changes Only option in the top right of the form it will only highlight the fields that changed in the form rather then previewing the entire form.

Within the History panel you also have additional options under the View button - that allow you do filter and display the History results and also print the history for the given document.

• Show Future Workflow Steps:  Be default this is enabled so it will show future workflow steps if the document route status is not Complete.  But if you only want to see the active and completed workflow stops you can uncheck this option.
• Show Time Machine:  Allows you to jump back in time to see the document as it was at the time of the specific workflow action.  Once selected you'll see the time machine icon on each workflow action that when clicked will take you to the form as it appeared when this workflow event completed.
  
• Expand All:  Will expand all actions in the workflow history.
• Collapse All:   Will collapse all actions in the workflow history.
• Print:  Will open the document history in a separate browser window for easy printing (including edit actions).
   

Note: Also, if History is enabled and you've enabled the ability to export documents in Additional Options of Form Settings then you will also see the option to select Workflow Edits as part of the export:

Enable edit comments for completed documents:

If you need to edit a document that has completed workflow (status Complete) and you want to track the history about why that edit was made you can configure this comment configuration.  Users that have access to edit completed documents from the Document List of an app or product will see a comment box appear prior to clicking the Apply Edits button to save the changes.  These comments will appear in the History detail for the given edit.

Require comment:

If you want to make the comment required before edits can be applied to completed documents you can enable this configuration.  Once enabled only once text is entered in the comment box will the Apply Edits button become active to click.

Additional Options

Turn top-level sections into pages:

This setting allows you to paginate the form users fill out. In order for this setting to work, you need to have at least 2 top-level sections in your form, meaning, one section cannot be embedded in the other.  Also, when filling out a multi-page form, your responses will be automatically saved every time you navigate between pages.

Allow PDF export of documents:

Enabling this setting will allow completed forms to be exported into a PDF.  This will give the 'Export' option for users in the document menu which will download the form in a PDF format.

New PDF Experience:  
Once 'Allow PDF export of documents' is enabled you have the option to turn on the new PDF Experience. It will render the PDF export using a headless browser to get a PDF that is much closer to what the form looks like on the screen and it's fully accessible! This functionality will eventually replace the PDF generation in Kuali forms but we're providing the option to preview the functionality so we can gather your feedback. 

Include PDFs uploaded through the form:
If 'New PDF Experience' is enabled you have the option to select to include all uploaded PDFs within the document in the exported PDF (appended to the end).

Remove Integration data when duplicating documents:

If there are integration fields in your form upon duplicating it will duplicate the exact value from the document; even though it may no longer be a valid/current entry from your integration. When this setting is enabled it will clear out any integration field when duplicating so it will have to rerun in the newly created document.

Note: Be aware that currently all Office Use Only sections are included in the PDF Exports.

Add a custom help link

Allows you to configure a url or mailto link to direct users in your app to a specific website link or email to a specific email for help (via a Form Help button). By default this configuration is null and the Form Help icon will only appear in a form once you've configured a value.

If configuring a url make sure it's the full url - for example https://kuali.zendesk.com/hc/en-us

If configuring a mailto link make sure you put in the format of mailto:<insert email address>.  For example, mailto:[e-mail]

Note: You can also have the mailto link pre-populate things like the subject line or body by adding ?subject=Form Submission Help or a template body ?subject=Help&body=I need some help filling out my form to the end of the mailto link.

Once configured, the Form Help 'View' link will then appear in the form document in the upper right hand side of the screen under the Submit, Save, etc. buttons.

When clicked it will open a new browser window to either open the URL or the user's email client to send an email to the configured email address.

Conditional Permissions

Conditional permissions give users access to documents based on values selected on the form. Users will only have access to these documents within the document list.  More information on how these work and how they can be configured can be found in the Conditional Permissions article.