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

Info

Here is a link to a sample video: Data Lookup (List)

  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

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

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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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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


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Form Data Sharing / Lookup List