Adding Users to the Form for Adhoc Routing

Owned by Michael Oatley
Last updated: Jun 10, 2024 by Lou Begue
2 min read

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

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

Select Kuali Data as the data source

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

In the gadget configuration section, click on Add extra user details to display a NetID or email with Name. This will enable you to distinguish between similarly named people. Additionally, the Data Lookup (Single Item) placed on the form (and configured for username from the Data Lookup (List) )

New data Lookup

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.

Click here for additional information on Advanced or Smart Gadgets: Data Lookup (Single Item), Data Lookup (List), and Data Multiselect

 


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Form Data Sharing / Lookup List