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
• 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.

Note: Only short text, long text, or email gadget types can be used as the form title.

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.

Note: Submission date times will default to 12am/11:59.59pm in your institution's time zone.

Disable submissions:

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

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.

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.

Note: If you have a gadget that is set into the form but not housed within a Section, and you have enabled the setting to display Sections as separate pages, the gadget will also appear on its own page, without a title. If you choose to use this option, ensure that all gadgets are housed in a Section for the best experience.

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.

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.