We've made some recent ch-ch-ch-changes 🎶 to some of Kuali's UI: 

Document modals:
Actions that are opened through emails will open in a modal in the Action List instead of taking the user to a new tab. Drafts created using the form link will also open in a modal over the My Documents. Post submission options including the 'start new form' button option and the 'start new empty form' option will now appear on drafts submitted from the My Documents.

Branding updates:
We are adding document branding back into the form. Users will be able to see the defined branding in each document they access in the system. The color bar and logo set up in branding will now appear at the top of the form fields section instead of behind it.

Form Settings Redesign:
Form settings will be grouped by category to allow users to find them more easily.

You can read more about it HERE

When exiting out of a modal, users will now see an alert that there are unsaved changes. Inside the alert, users will be able to easily save their changes or go back to their draft. 

The echo step is a new workflow step type that will allow admins to run one or multiple steps in the workflow for each value entered in a multi-select field or a table.

For example, if you have a data lookup multi-select gadget on your form pointing to departments, you can now route to each department selected.
This step can also run parallel routes based on the fields selected on the form. For example, you could have it run for each expense added to an expense report in a table. 

Read more about this new and exciting feature HERE

Bonus joke: When the mountain was asked about its favorite genre of music, it replied, "Rock and roll... roll... roll."

To streamline the workflow and enhance the administrative experience, we're implementing a naming overhaul for our data lookup fields. This change will simplify identifying and understanding the data source for each lookup gadget. 

These changes will only impact the name of the gadget after it has been added to the form and configured.

We have implemented an accessibility improvement to the recent UI design changes. Now, you can open document list items in a new tab using standard browser controls (right-click + open in a new tab, ctrl/cmd+click). This enhancement also applies to the groups list and users list."*

*A browser refresh might be necessary for you to see these changes.

There might be a time when users need to know what status their document is in at a glance. With this update, users will now see the date and time that the document reached this status from their Document list.

We will also be removing the status that appears in parenthesis next to the title of the workflow tracker. Users will no longer need this since it now appears in the header.

Prior to this update, when a document was created it gets a "document number". If the form configuration changes and a draft updates to use the new form, it updates the document ID. This will change it so that the form configuration changes do not update the number.

With this change, when a user creates a draft it will automatically be assigned a "document number". If form configuration changes are made and published before the document is submitted to workflow then the user who created the document will be able to update to the new form. 

The document number will stay the same when they update to the new form.

More info on publishing an App can be found HERE

There may be a use case when App Admins need a way to set up permissions for a form based on the values entered on that form. 

That's why we've created document level permissions. Using the new conditional permissions, app admins can grant users access to a subset of documents in the document list based on user lookup or group lookup values. Users can be granted permission to documents within their department only, documents they have submitted, or documents that their name has been added to.*

*This is a preview feature: We want our customers to test it out and provide feedback as needed.

You can read more about the feature HERE. 

There is now a new setting available in your form settings. If there are integration fields in your form upon duplicating it will duplicate the exact value from the document; even though it may no longer be a valid/current entry from your integration. When this setting is enabled it will clear out any integration field when duplicating so it will have to rerun in the newly created document.

Read more about form settings HERE

We've made some UI changes in the Document List, Action List, My Documents page, and when creating a new document.

When opening a form from within the app it will now appear in a modal as opposed to appearing in a separate tab. This includes opening a form from: 

• The document list
• The action list
• The My Documents page
• When creating a new document
• The icons that allow you to edit, view, or delete a document in the document list are being moved to inside the document. This will allow users to easily go back and forth between edit and view modes directly from the document. 
• All buttons from the right-hand side of the document will now appear in the header or in a menu inside the header. 
• The title of the document will appear in the upper left corner (?)
• The branding will not appear on the document if it was accessed from the document list