Kuali Build App

kuali build banner

Kuali Build is a code-free tool that end-users can use to create forms and approval workflows in a safe, secure and centrally managed way.

This platform is designed specifically to fill the growing needs of higher ed institutions as they move through a digital transformation.

 

Kuali Build App can only be used by Western Engineering staff, students and faculty

How to create a form?

Step 1

kuali build tutorial

Step 2

kuali build tutorial

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

Step 3

kuali build tutorial

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

Step 4

kuali build tutorial

  • 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

kuali build

  • 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

kuali build

  • 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

kuali build tutorial

  • 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

kuali build tutorial

  • 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

kuali build

  • 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

kuali build tutorial

  • 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

kuali build tutorial

  • 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

kuali build tutorial

  • Looks like the form is ready to use.

Step 13

kuali build

  • 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.

How to approve a form?

Step 1

Kuali Approve 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

kuali build tutorial


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

Step 3

Kuali Approval Step 2

  • 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

Kuali Approval 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

Kuali Approval 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.

Documents

Step 1

Kuali Document Step 1

Step 2

Kuali Document 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

Kuali Document 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

Kuali Document 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

Kuali Document 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

Kuali Document Step 6

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

Step 7

Kuali Document 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.

If you have any question, please contact with us