improvements 

• Reset Document List to Page 1 when a new filter is applied.
• Added email address to all user lookups in the system to help avoid confusion caused by name similarities.

feature 

• History added to all documents
• Routing to External Users

fix 

• Fixes permission error when an approver didn't have access to linked data set.
• Fixes an issue where fields that are not in a section cannot be edited in workflow when the Allow workflow reviewers to edit setting is turned on.
• Fixes an issue where adding a role to an app policy doesn't properly display the role name.
• Improved the readability of some elements in dark mode.
• Fixes an issue where attachments with a $ at the beginning of their file name caused a server error.
• Fixes the translation of Complete Task when Spanish Language mode is active.
• Corrected an issue preventing csv export when All Versions are selected and adds the Version column to the csv exports.
• Fixes an issue where integrations only worked on anonymous forms if they were set to be shared with all apps.
• Fixes issue where My Documents sometimes overlapped with the search box.
• Fixes issue where the browser search would search more than the active frame.
• Fixes an issue that prevented some users from navigating off the first page of an app.
• Fixes an issue that required access to the Export, Delete, or Bypassworkflow permission to use compare changes.
• Fixes an issue where sorting by the Current Workflow Step didn't save in the Document List View.

You can now enable History in Form Settings to track document changes throughout the workflow process. This feature helps Reviewers and Admins see exactly what changed on a document (and when) - helping you audit edits, maintain accountability, and understand the evolution of your records over time.

The History configuration is available to enterprise-level customers using Build and those with the next generation of Kuali Ready, Kuali Research, or Kuali Academic Ops.

🔧 Configure History in Form Settings

In Form Settings, you’ll see new configuration options under the History section - each option is explained in more detail below:

Track edits made to documents in this dataset

When enabled, the Workflow Status button in a document becomes History.  

When you click History it will allow you to view all workflow activity and logs of document edits:

• Expand any edit to see what changed, who made the change, and any associated comment (if enabled).

  
• Click the eye icon to open a form preview highlighting the exact changes.
• You can also toggle Show Changes Only to focus on just the modified fields.

Within History you can also click the View option to utlize several additional options:

• Show Future Workflow Steps: Displays future workflow steps (enabled by default). Uncheck to view only completed/active steps.
• Show Time Machine: Travel back to see the document as it appeared at the time of the workflow action. Once enabled you'll see the time machine icon (clock with an arrow curving backward) for each action item in history and once clicked will take you to the form at the time of the specific action.
• Expand All / Collapse All: Quickly expand or collapse workflow actions.
• Print: Opens the document’s history in a new window for printing (including edit actions).

Enable Edit Comments for Completed Documents

You can choose to require users to leave a comment when editing a completed document - when this is configured:

• Users that have access to edit completed documents will see a comment box appear before applying edits.
• The comment is saved with the edit details in the document’s History.

Require comment

If you want to make the comment required before edits can be applied to completed documents you can enable this configuration.  Once enabled only once text is entered in the comment box will the Apply Edits button become active to click.

The Kuali Platform products now have support for English, Spanish and French in the non-form building, end-user facing parts of the platform including:

• Home and Space screens
• Document List
• Action List
• My Documents
• Notifications that send from the system
• Runtime read and edit form, including workflow history and export to PDF
• Groups

This also includes support for multiple number formats, date formats, time formats, and multiple currencies reflecting the local language.

How Does it Work?

• The vast majority of end-users will not notice a difference or need to change the language setting as they are US English speaking.
• Customers who have their browser language set to Spanish or French will automatically start seeing UX in Spanish or French.
• Customers who have their browser locale set to something different than English (United States) will start seeing numbers, dates and times displayed in the formats of their selected locale.
• A new menu option will appear on the Home Screen in User Settings which will allow end-users to manually select a different language:
  
  
• The Currency gadget now has the Change currency setting to support multiple currencies: US dollars, Canadian dollars, Chilean peso, Euros and the British Pound.  As well as an option to limit the number of decimals allowed in the entry.

This feature was released Wednesday (June 25th). More information can be found in the Internationalization in Kuali article

The Bypass Workflow option is a time-saving feature for app administrators who need to move documents through workflows more quickly. Rather than manually advancing each workflow step, admins can now bypass the entire workflow with a single action. 

Workflow Settings

App designers can now enable a setting that allows app admins to bypass the workflow entirely. In the Workflow Settings, you’ll see a new option titled Allow app admins to bypass workflow.

Once enabled, additional options will appear to app admins in the Document List view.

Document List View

When a document has the status of In Progress or Draft, and the bypass feature has been enabled in Workflow Settings, an admin can open the document from the Document List and take the Bypass Workflow action.

Once the bypass has been completed, you will need to refresh the page or return to the document list to see the change in the status or see the workflow history. The workflow history will only contain steps that have already been completed, up to the step where the bypass workflow option takes place. Steps after the bypass workflow option occurs will not show within the workflow status. 

More information can be found in the Bypass Workflow Option for Admins article.

improvements 

• Added workflow status as metadata for documents 
• Added confirmation message when discarding drafts on the publish page 

feature 

• New PDF experience
• Moved workflow status to header
• Workflow notification history

fix 

• Fixed issue with apps returning to "My Documents" instead of "Document List" 
• Fixed issue with integration getting stuck in the workflow 
• Fixed issue with Integration filled gadget not working on form 
• Fixed issue with integrations not working with special characters 
• Fixed issue with downloaded PDF not containing the response fields 
• Fixed issue with validation error not displaying error message 
• Fixed issue with API displaying error "Invalid JSON response from integration" 
• Fixed issue with document list displaying error message 
• Fixed issue with error in advanced settings for data lookups 
• Fixed issue with integrations not working correctly unless Enable Proxy Request is selected 
• Fixed issue with integration step showing a false error in workflow tracker 
• Fixed issue with the header not sending in integration api request 
• Fixed issue with incorrect app name displaying 
• Fixed issue with the wrong blueprints appear in Groups 
• Fixed issue with version number variable causing an error 
• Fixed issue with integration returning a 500 error
• Fixed issue with with history log not showing submission entry for anonymous submissions 
• Fixed issue with error showing when a user is created via API with null affiliations 
• Fixed issue with sort not saving when saving a view 
• Fixed issue on new PDF with workflow tracker not expanding 
• Fixed issue with PDF generation taking too long 

We wanted to give you a heads up on some changes related to Workflow Status that will be deployed this Thursday 3/6.  First, we've pulled out 'Workflow Status' from the menu options and put it the main header of documents so it's easier for users to find. Please note, the Workflow Status option is available to System, App Admins, and end users if it's configured as visible in Workflow Settings.

Second, we're releasing a new option of 'Save a copy of all email notifications sent' in Workflow Settings. When enabled all future notifications sent by the workflow system will be saved as entries in the Workflow Status tracker. This will allow you to have a history of all notifications sent for a given document and be viewable if the document is opened from the Document List or Action List (not visible to end user if document is opened from My Documents).

When you open the Workflow Status Tracker in a document and view a workflow action that has taken place since the above setting was turned on you will see associated emails collapsed within the workflow action. Please note, reminder emails will be recorded in individual entries in the Workflow Status Tracker.

A simple view without formatting or images will be displayed when you expand the Workflow Status drawer:

You can click 'Full Email' to open the email as it was sent to the user with formatting and images in a full screen printable view. 

Please note, any user with permissions to view the workflow tracker will be able to view and print saved notifications.

improvements 

• Updated the Action List and My Documents to display in a modal to be create a more consistent experience across the suite.

fix 

• Resolved an issue where some integrations were throwing an error when edited.
  
• Corrected labels for calculation types.
• Resolved issue where some notifications were adding the text NotString to the beginning of the notification
• Resolved a problem that was throwing an error when progressive disclosure was driven off of a checkbox gadget.
• Resolved an issue causing notifications to fail for the kualihubca.com domain.
• Resolved an issue causing submission of some documents to hang
• Resolved an issue where the History screen was not showing the App Name for some entries

improvements 

• Changed gadget alignment to be consistently left aligned (Number and Currency still right aligned)
• Added missing space in restrict access permissions in data sharing 
• Increased limit of conditional permission rules to 25 
• Added schoolId as an attribute for CAS Single Sign-On 
• Provided a loading display on Data Lookup (single item) gadgets while they are querying data 

feature 

• Ability to limit submissions to one per user
• Ability to limit total submissions for a dataset
• Ability to define custom error validation messaged based on data on the form
• Ability to define configuration settings for when a document should update to changes to linked documents
• Added autocomplete to short text, long text and email fields

fix 

• Resolved issue with gadget updates are not appearing on publish tab 
• a11y: All multi-select values are labeled for screen-readers 
• Resolved issue with currency gadgets showing as "invalid value" in email notification variables 
• Resolved issue with making the user that duplicated the app an admin of the new app 
• Resolved issue where integrations run when inputs are not changed 
• Resolved issue with users not being able to use "export all" function 
• Resolved issue where integrations returned 403 error when running test 
• Resolved issue with email notification errors that were not putting the record in an error state 
• Resolved issue with the first letter in send back emails not being capitalized 
• Resolved issue with integration search not working 
• Resolved issue with history page being broken 
• Resolved issue with user with conditional permissions not being able to view attachments 
• Resolved issue with user seeing error message when selecting the publish tab 
• Resolved an issue where gadget labels were displayed instead of titles for subfields of dropdown, checkbox, and multiple-choice gadgets in the conditional visibility settings for another gadget 

improvements 

• Added the ability for the Document ID to be passed into integrations as metadata
• Added the ability to include the option range gadget in calculations
• We've made the below improvements to the Views functionality in the Document List:
  • Reversed the order of saved views with the newest on top instead of on bottom (note: this will impact all existing saved views).
  • Show "Unsaved View" as an item in the views list until the current updated view is saved.

feature 

• With the new Data Lookup filters, you can use Advanced Settings to filter lookup results based on specific criteria like Workflow status, Multiple choice, or Date picker.

fix 

• Added graceful error to allow user to upload a new file type when they try to upload unsupported file type
• Fixed lag when selected gadgets in the form builder
• Resolved issue with changes to data setting not showing for all users
• Fixed issue with link to document variable not appearing for in workflow notifications for anonymous submissions
• Fixed issues with pdf not generating
• Fixed issues with retry not completing
• Fixed document list export to only export the latest version
• Resolved issue with workflow not updating to show new users when current workflow step has been changed
• Fixed issue with workflow step button in workflow tracker not taking admin to workflow step
• Updated email notification greeting too match workflow simulator
• Updated the format of nested items in workflow notification to display correctly in emails
• Updated history log when Spaces are edited to show Spaces in the component column and Space Updated in the event type column
• Fixed table columns to display correctly on submitted documents
• Updated option range gadget label to be stated when using VoiceOver
• Added a validation to prevent app changes from being published when the echo step is pointing at deleted fields

new We’re thrilled to begin sharing updates and news with you, and we hope you return often to see what’s new! We are planning to release an update at the end of every month compiling the fixes and improvements we rolled out that month.

improvements 

• As we roll out our new Ready, Research, and Student products we've updated language throughout the Kuali Platform so it includes all of our products.

feature 

• With the Workflow Tracker Redesign you can now view the Workflow tracker and document details at the same time! This update is the first step of our Document History project.  There are other exciting features coming including the ability to track Notifications sent from the workflow system. More will be coming to this space soon!

fix 

• We've added a search function when linking a Data Lookup gadget to one of your institution's integrations. It will now be much easier to manage large Integration libraries you want to make available to your campus app designer. This fixes an issue where you if there were more than 100 integrations they would not all appear in the Form Designer.
• Fixed an issue where the new Workflow Status Tracker wouldn't open on Anonymous forms.
• Fixed an issue where the skip and reassign buttons in the workflow tracker were not working on documents after they go to error.
• Fixed a small UI issue where the buttons in the workflow tracker didn't have any visual padding.
• Allowed Person Typeahead gadgets limited to a Group or Role to display more than 10 members of the associated group or role.
• Added the withdrawn status to the App Metrics dashboard Total Submissions Donut gadget
• Updated the PDF export to include calculation footers configured on repeaters.
• Updated the back end search on the History screen to use Mongo Atlas, improving history search performance for institutions with a large volume of history entries.
• Added aria-labelledby and aria-describedby input elements to the Rich Text gadget.
• Fixed an issue where after selecting an entry on a Data Lookup gadget and then tabbing focus went to the submit button instead of the next field on the form.
• Fixed issue where non admins couldn't view the workflow tracker when opening a document from the document list.
• Fixed an issue where in some circumstances the New button would not respond when the user clicks it.