Step 1

• Click on https://uwo.kualibuildca.com/app/builder/#/home
• Enter your Western username and password.

Step 2

• Click on 'New App' to create a form page.

Step 3

• Enter the name of the form and click on 'Create' button.
• You can also select an icon and color.

Step 4

• Let's create the title of the form first. 
• First, select the 'Read-Only Text' element. Second, drag and drop it on the page ( see the second red field above )
• Third, You can enter the name of the title in text editor. ( see the third red field above )

Step 5

• Every form field has their own section. 
• First, select the section.
• Second, drag and drop it on the form page
• Third, enter the name of the title for this section.

Step 6

• We'd like to add a 'Name' element in our form. Firstly, select the 'Short Text'.
• Secondly, drag and drop it in the section we created in the previous step.
• Finally, enter the name, placeholder and check the checkbox if this field is required.

Step 7

• In same section, we'd also like to add a 'Number' element called ID.
• Drag and drop the Number element on the page.
• Then you can add a name, placeholder and check the checkbox for this number field.

Step 8

• Now we add an another section called "Submit Your File".
• After selecting the 'File Upload' element, drag and drop it on the form page.
• Then enter the label names and select the file types according to your needs.
• Finally, this form looks like ready to go.

Step 9

• Let's move to the other page called "Workflow".
• You can add 'Approval' step to your workflow.
• In order to add 'Approval' step, just drag and drop it on the flow.
• Finally, determine who will approve this step on the right menu. Then don't forget to click on 'Save' button on the bottom of the right menu.

Step 10

• You can also add 'Notification' step to your workflow in order to get notifications.
• Just drag and drop the 'Notification' step on your workflow.
• After deciding who is going to get Notification email, enter the Email subject and body. Then click on 'Save' button.

Step 11

• The last step is publishing the form.
• You can view the form on this page.
• Finally, if you click on 'Save&Publish' button, you will publish the form that you just created.

Step 12

• Looks like the form is ready to use.

Step 13

• You can always check the status of each form submission on 'Documents' page.
• You can view or edit the status of each form submission by clicking the eye or pencil icon.

Step 1

• You will get a Kuali Notification email that says "Your APPROVAL is required".
• Before clicking on the button, check the form name in the email.
• Then click on "Begin Review" button.

Step 2

• Enter your Western username and password.
• Then click on "Log In" button.

Step 3

• You can review all the form. If necessary, you can fix/change the form inputs.
• There are 3 buttons:
• When you are ready to approve, click on "Approve" button.
• If you want to send this form back to the submitter to fix something, you can click on "Send Back" button with adding a comment. After submitter fix/update the form and re-submit, you will get another email to approve.
• If you want to reject this form, you can click on "Deny" button. Then workflow will stop and submitter will get a Denied email.
• Before clicking on "Approve" button, you can use Toggle switch button to visit the "Status" page.

Step 4

• You can see who approved or who is waiting for approval on the "Status" page.
• You can also see comments from people who approved the form.

Step 5

• When you go back to "Review" page, you can click on "Approve" button .
• Then you can add comments and click on "Approve" button again. (See printscreen above)
• After clicking on "Approve" button, you will see this message: This form has been approved.

Step 1

• Click on this link: https://uwo.kualibuildca.com/app/builder/#/home
• Enter your Western username and password.
• Then click on "Log In" button.

Step 2

• Click on the related form.
• Note: You must have a permission to see these forms. Otherwise, you won't be able to see the forms on this page.

Step 3

• You can see the list of submitters on 'Documents' page of the related form.
• You can filter all kind of information for each of submitters.
• Click on 'Columns' title.

Step 4

• You can click the eye icons if you want to see more information.
• For example, if you want to have 'Program' or 'Student Number' on the list, just click their eye icons.

Step 5

• You can filter program by clicking on the 'Program' title on the list .
• You can also search any information to find a submitter.

Step 6

• You can click the 'View' button to go the form of the submitter.

Step 7

• You can review the form and the status of the submitter on this page.
• You can also export all the form information as a text file.