Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 15 Current »

What Form Settings are Available?

Several form settings are available to improve the form submission experience. Consider these settings prior to publishing a form.

To enable these settings, click Form Settings at the right of the Form Builder page below the Publish button. 

Form settings

Description of Settings:

Display Options

Screenshot 2024-04-11 091052.png
  • Form Title Field: This field defines the primary identifier for the list of submitted forms/documents. By default, the title field is set to be the document's ID number. The following form gadget types can be used as the Form Title Field: Short Text, Long Text, Email, Number

The Form Title Field can be used for data integration between two Kuali Build applications.
See Form Data Sharing / Lookup List and more about Data Sharing.

  • Form Label Font Size: This setting allows you to select the default font size for your form. Four settings are available to choose and preview from this page.

Submission Settings

Screenshot 2024-04-11 091206.png
  • Set submission dates: When enabled, allows you to choose the start and end date for when submissions are allowed for the app.

    NOTE: submission date times will default to 12am/11:59.59pm in your institution's time zone.

  • Disable submissions: Allows you to disable submissions at any time for an app; even during the Submission date window.

Post Submission Options

Screenshot 2024-04-11 091257.png
  • Show "Start new form" button on the submission confirmation page: This setting allows users to begin a new form from the confirmation page after submission.

  • Start a new empty form after each submission: Once a form has been submitted, this setting will automatically redirect users to a new, blank form.

Additional Options

Screenshot 2024-04-11 091326.png
  • Turn top-level sections into pages: This setting allows you to paginate the form users fill out. In order for this setting to work, you need to have at least 2 top-level sections in your form, meaning, one section cannot be embedded in the other.

  • Allow PDF export of documents: Enabling this setting will allow completed forms to be exported into a PDF.

  • Remove integration data when duplicating documents:  If there are integration fields in your form upon duplicating it will duplicate the exact value from the document; even though it may no longer be a valid/current entry from your integration.  When this setting is enabled, it will clear out any integration field when duplicating so it will have to rerun in the newly created document.

  • Add a custom help link:  Allows you to specify a different link with Conditional Permissions

Conditional Permissions

Screenshot 2024-04-11 091416.png

Conditional permissions give users access to documents based on values selected on the form. Users will only have access to these documents within the document list.  More information on how these work and how they can be configured can be found in the Conditional Permissions article.

Next

Office Use Only Setting

  • No labels