Knowledge Base

RELEASES: What's New?

• Unlock Your Potential: Become a Certified Kuali Builder at Kuali Days!
• Forthcoming Changes to Kuali Build URLs
• Your Voice Our Stage: Kuali Days 2024 Awaits!
• Kuali Days 2024 - Venue Announcement!
• Kuali Days 2024 - Call For Proposal
• Save the Date!! Kuali Days 2024

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Kuali Build Training Videos

• Crash Course! Build an App from the Ground Up Part 1
• Crash Course! Build an App from the Ground Up Part 2
• Guide to Speeding Up Integrations with Kuali Build Using GraphQL
• Dashboard Overview
• Kuali Build Menu
• Create an App

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Kuali Build Basics

• Reset Password
• Kuali Build Dashboard Basics
• Where can I find the forms I need to approve (Action List)?
• How Do I Fill Out a Form and Return Later?
• Where can I see forms I've submitted or saved?

App Creation and App Settings

• How Do I Create, Duplicate, and Delete an App?
• App Dashboard Basics
• What is Draft Mode?
• Read-only Data (Metadata)

How Do I Create and Edit a Form?

• How Do I Plan and Design a Form?
• How Do I Create a Form?
• How Do I Edit a Form?
• What settings are available in the Gadget Configuration panel?
• What Form Settings are Available?
• Form Title Field

How Do I Use the Form Gadgets?

• Calculations
• Form Builder - Gadget Definitions
• How Do I Add and Edit Sections in a Form?
• Office Use Only Setting
• How Do I Add, Edit, Delete, and Copy Gadgets (Fields) in a Form?
• How Do I Use the Text Gadgets (Fields)?

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How Do I Publish and Share an App?

• How Do I Share an App/Form?
• How Do I Publish an App?

How Do I Create and Edit a Workflow?

• How Do I Create a Task Step?
• How Do I Add, Edit, and Delete Steps in a Workflow?
• How Do I Create an Approval Step?
• How Do I Create a Denial Step?
• How Do I Create an Acknowledge Step?
• How Do I Create a Notification Step?

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Other Workflow Stuff

• Can I send a PDF export of a submitted form to someone during the workflow process?
• How do I allow reviewers to add information to a form during the workflow process?
• Workflow Shortcuts

How Do I Manage the Document List?

• What is the Document List?
• How Do I Create Columns in the Document List?
• How Do I Filter My Document List?
• Document List/Data Settings
• How Do I Export Data from My Documents?
• How Do I Export a Document as a PDF?

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How Do I Approve a Form?

• How Do I Approve or Acknowledge a Form?
• How do I see where a submission is in the workflow process (Workflow Status)?

Permissions

• User Permissions
• App Permissions
• Kuali Build System Permissions

Users, Blueprints, Groups, and Roles (for Sys. Admins.)

• Groups & Blueprints Concept
• Blueprints vs. Groups vs. Roles
• What are Organizational Hierarchies?
• How Do I Create and Manage Users?
• Create and Manage Groups
• Configure Blueprint Hierarchies

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System Administration

• Configuring your SSO (single sign-on)
• How can I send emails from our institution's domain?
• Custom Branding
• Spaces
• IP Addresses to Allow
• History

API Integrations

• Kuali Build API Documentation
• How Do I Create a New API Key (Token)?
• How to Create an API Integration
• Create an API Integration for Smart Gadgets
• How Do I Setup the Integration to be Used in a Workflow Integration Step?
• Dynamic Workflow Integrations

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