Using Groups in Forms and Workflow
- Jessica Henderson
Groups are made up of one or more Roles.
Using Groups within a Form:
Configure a ‘New Data Lookup (List) Gadget by clicking on the Gadget.
Select Choose under Data Source:
Search for the appropriate Blueprint used for the group by clicking in the Blueprint field with the magnifying glass.
Start typing to filter results. The Blueprint name will appear in a dropdown field for selection.
In this example, the ‘Developers’ Blueprint is selected.
This Group associated with the Blueprint is now available for selection on the form.
Notice in a Form Preview, the group is viewable when selecting the New Data Lookup (List) gadget.
Note: You may find the Blueprint used by a group by navigating to Groups and searching for your Group.
If the Group you want to use does not have a Blueprint populated, contact your Kuali Build administrators by emailing techsupport@uconn.edu
Using Groups within Workflow:
On an Approval, Task, Acknowledge, Notification Step, select the step to configure.
Under ‘Who will approve at this step?* select ‘Person(s) in a role of any specific group'.
Under ‘Which role from which group?’ Click the field with the magnifying glass to start typing:
GROUP NAME – ROLE NAME
In this example, the group name ITS TEST and role name ATS is selected: ‘ITS TEST – ATS'
Note the Administrators role is used for Group Management.
Review Group and Role Administration for more details.