Jessica Peck

We will soon release a new feature which includes a rebuild of the current workflow status tool to slide in from the side of the screen so that users can view all workflow details while simultaneou...

Catch the excitement from Kuali Days 2025! Join Kuali CEO Joel Dehlin for a fast-paced rundown of the year’s biggest announcements, boldest ideas, and groundbreaking innovations shaping the future ...

At times, you may find it necessary to take data from one app and use it in another. Data Sharing in Kuali makes that easy! Adjust Data Sharing Permissions Use Data from Another Application in You...

Create a New API Integration Configure the Integration Test the Integration Control Access to Integrations Secure API Integrations Note: Integrations will only be available on forms where the fo...

Create API integrations with your institution's systems to populate fields and keep your data consistent. This will allow you to utilize these integrations in your form with an Advanced Gadget: Dat...

There may be times throughout the workflow process where you want to understand where a document is at in the workflow process. Note: In order to have the Review/Status toggle option in a document...

Allow workflow reviewers to edit Show Workflow Status on Submissions Send reminder email notifications Disallow Approvers to Deny Submissions Disallow Reviewers to Send Back Disallow Reviewers to ...

The Document List is a repository of all the documents created and submitted within an app. When a form has been filled out and submitted, it becomes a document ready to manage. Document List Toolb...

When utilizing the Document List in an app/form there will be times you want to narrow down the results by various form attributes to get the desired documents.  You can utilize the Filter option i...

Customize the Document List Save Your Views The Document List can be customized to display data and filter documents you see based on certain parameters. For example, you may not want to see an e...