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To add user lookup functionality to a form for workflow routing/approval, follow the steps below:

  1. Open the Advanced gadgets section

  2. Drag Data Lookup (List) to the form palette.

  3. Click on Data Source | Choose in the configuration area for the gadget

  4. Select Kuali Data | Users and click on Continue

Image RemovedSelect Kuali Data as the data sourceImage Added

5. Add additional user profile information on the form automatically:

In the gadget configuration section, click on Add extra user details to display a NetID or email with Name. This will enable you to distinguish between similarly named people. Additionally, the Data Lookup (Single Item) placed on the form (and configured for username from the Data Lookup (List) )

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Turn on the Add linked auto-filled gadgets for this item, which will enable the display of additional information, such as Title, Department Name, etc. This will assist with more accurate identification of the person from the user lookup.

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Additional information on the Advanced or Smart Gadgets can be found at the following link:

https://kuali-build.zendesk.com/hc/en-us/articles/360052775814-Smart-Gadgets-Data-Lookup-Single-Item-Data-Lookup-List-and-Data-Multiselect


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Workflow Essentials