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Please refer to the Kuali Build documentation directly for workflow information:

Building a Workflow:

https://kuali-build.zendesk.com/hc/en-us/articles/360036992474-How-Do-I-Add-Edit-and-Delete-Steps-in-a-Workflow-

Form Section Visibility:

https://kuali-build.zendesk.com/hc/en-us/articles/360057561793-Workflow-Settings-and-Form-Edit-Controls

Use Acknowledge Step for Denial Comments to be visible to the Initiator in the workflow status

  • The workflow status (including the Deny comments) are not available to the initiator when viewing the form, except during a workflow step, like Acknowledge. (Denial comments are not visible to the Initiator/'Created By' user with a Notification Step.)

  • In an Approval Step, ‘What happens if it gets denied?’

    • Use Custom Steps (add them in the denial section)

    • If denied, use an Acknowledge Step

  • Use the ‘Customized email notification’ option within the Acknowledgement step to instruct initiators to toggle the Review/Status option to see the denial comment within the Status option.

  • Instruct your submitters to toggle the View to see the Denial comments in the Status.


Groups:

Groups are useful for workflow approvals to maintain workflow functionality, in the event there are changes to the individual’s credentials or employment status.
Groups are currently maintained by ITS. You can submit a request for a workflow group or changes to the group via the Technology Support Center Portal at techsupport.uconn.edu.


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Using Groups in Forms and Workflow

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