Form Settings
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.
Description of Settings:
Display Options
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
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.
Limit submissions to one per user: Limit the number of documents a user can submit in an app to a single submission.
Limit total submissions for this dataset: Provide a custom number to limit the number of submissions for an app.
Post Submission Options
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
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.
New PDF experience: Enabling this setting will provide an improved design of the generated PDF document, it is now fully accessible and resembles what the form looks like on the screen.
NOTE that “Allow PDF export of documents” will need to be enabled to see this option.
Include PDFs uploaded through the form: If 'New PDF Experience' is enabled you have the option to select to include all uploaded PDFs within the document in the exported PDF, appended to the end
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 configure a url or mailto link to direct users in your app (via a Form Help button) to a specific website or email a specific email address for help. By default, this configuration is null and the Form Help icon will only appear in a form once you've configured a value:
Conditional Permissions
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.
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