How to Build an Application (App)

Owned by Michael Oatley
Last updated: Jun 07, 2024 by Lou Begue
3 min read

What is an application?

An application is a container that includes the form (created in the Form Builder), the workflow, and the data that is submitted.

How to create an application:

Here is a link to a series of videos demonstrating various form and workflow building components: Kuali Build Sample Videos

Add a descriptive prefix to the application name to distinguish it from other similarly named applications. For example, if you are a member of the Information Technology Services (ITS) department, you may choose to add ITS to the beginning of your app name to help differentiate it from other departments. It is also recommended to add DRAFT as a prefix to your application while working on it prior to releasing it to the community for use.

  1. In the Dashboard view, click the + New App icon.

    New app icon

  2. A pop-up window will appear that will allow you to name the app and select an icon and color for the app.

 

3. Click Create. The app's Form Builder page will display, and you are ready to design your form.

Initially the application will appear in Draft Mode and will not be visible until published. Additionally, if you need to make any adjustments to your form after it has gone live, Draft Mode allows you to make all of the changes to your app and then publish them at a time that is least disruptive for your users.

How to duplicate an application:

Individuals, including Application Administrators, must have permissions to create applications to duplicate applications. To obtain permission to create and duplicate applications, please complete a Kuali Build Access Request form.

  1. From the Build dashboard, click on the pencil icon in the bottom right corner of the tile for the app you want to duplicate.

  2. Click Duplicate to create an identical copy of your application. This will include the tile icon and color, form, and workflow. (Note: Previously submitted records from the original app will not be copied to the duplicated app.)

  3. Enter a new name in the App Name field and select a tile icon and color. Click Save to complete the duplication.

How to delete an application:

  1. Open the app, and click on the name of the application at the upper left corner of the screen. Click Delete App from the drop-down menu.

 

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Form Essentials