Use the following steps to To add a user lookup functionality to the form which can be used later on in a workflow step for routing/approval.a form for workflow routing/approval, follow the steps below:
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Here is a link to a sample video: Data Lookup (List) |
Open the Advanced gadgets section
Drag Data Lookup (List) to the form palette.
Click on Data Source | Choose in the configuration area for the gadget
Select Kuali Data | Users and click on Continue
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5. Add additional user profile information on the form automatically:
In the gadget configuration section you can , click on Add extra user details to have the netid display a NetID or email displayed along with the name to help with distinguishing people with the same name. This might not be enough however. As an additional benefit you can drag a with Name. This will enable you to distinguish between similarly named people. Additionally, the Data Lookup (Single Item) placed on the form and configure it to use the (and configured for username from the Data Lookup (List) )
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Turn on the Add linked auto-filled gadgets for this item and provide additional details that will aid in correctly identifying the person in , 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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Click here for 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 -MultiselectMultiselect