You can now prevent curriculum records from being saved with overlapping effective Terms.

When you create a new version of an existing curriculum record, Kuali now validates the record's term range against other versions. If the effective terms overlap, you'll see a validation error and won't be able to save or submit the record until the conflict is resolved.

This helps ensure only one version of a curriculum record is active for a given term range, preventing incorrect versions from appearing in catalogs, lookups, and other downstream processes.

What's New?

Duplicate Term Validation automatically checks the effective terms of curriculum record versions whenever you:

• Save a draft
• Submit a draft to workflow
• Apply edits to a completed record

If the new version's term range overlaps an existing version, Kuali displays a validation message explaining the issue.  Please note, if you have the 'Ignore required field validation on save' enabled in Form Settings the validation will occur on submit rather than save action.

How it works

Duplicate Term Validation prevents overlapping versions by enforcing these rules:

• A new version's Start Term must be after the previous version's Start Term.
• A new version's Start Term cannot fall within the previous version's effective term range.
• A version's End Term must come after its Start Term.
• Once a newer version exists with an Indefinite end term, an earlier version cannot be changed back to Indefinite.

Term comparisons are based on the actual dates associated with each academic term. Because of this, two versions cannot share the same term boundary. For example, if one version ends in Fall 2026, the next version must begin with a later term.

Example

Suppose an existing course version is effective from Fall 2025 through Spring 2026. If you create a new version with a Start Term of Spring 2026, Kuali displays a validation error because the two versions overlap during that term.

Update the effective terms so the versions no longer overlap, then save or submit your changes.

We've made several enhancements that make it easier to collect certifications and review information from the right people during workflow—especially when working with repeatable sections like personnel lists or reviewer assignments.

These updates give administrators more flexibility when configuring forms and provide a better experience for researchers and reviewers completing certifications.

What's New

Configure access based on a person in the form

You can now configure Limited Availability and Limited Editability using a Person Typeahead field on the form, not just workflow roles.

This enhancement is especially useful for repeaters, allowing each researcher or reviewer to access only the certification or checklist fields assigned to them.

To configure this feature, add a Person Typeahead gadget to a repeater, then configure Limited Availability or Limited Editability on another gadget within the same repeater. Select User Identity as the rule type, then choose the Person Typeahead field that determines access. You can also combine additional rules, such as allowing administrators to complete certifications on behalf of a researcher.

More granular workflow editing in repeaters

When configuring certification the Admin can now also make a section within a repeater individually Editable at a workflow stop.  This will allow a reviewer to complete their certification, or review checklist, without allowing them to make changes to the rest of the repeater.

Improved Signature Display

The Signature gadget now provides additional audit information when used as part of a certification.

When viewing a document in read-only mode, you'll now see:

• Signature of the user who signed the form
• Username of the user who signed the form
• Timestamp of when the user signed the form

This makes it easier to verify who completed a certification and when it was submitted.

What This Means for You

For administrators

You can now build more targeted workflow experiences by:

• Configuring Conditional Availability or Conditional Editability based on a Person Typeahead field.
• Selecting User Identity as the rule type and choosing the person field that controls access.
• Combining additional rules when needed, such as allowing administrators to complete certifications on behalf of researchers.
• Making individual sections within a repeater editable during specific workflow stops while keeping the rest of the repeater locked.

For end users

When working on a document, you'll only be able to access the sections your administrator has configured for you.

When viewing completed documents in read-only mode, signature fields now display the signer along with the date and time the certification was completed, providing greater visibility into the certification process.

You can now automate workflow actions based on dates, helping you send reminders, trigger integrations, and manage time-sensitive processes without manual effort.

Scheduled Secondary Workflows let you create workflows that run on a specific date, on a recurring schedule, or relative to a date stored in a form. This makes it easier to stay ahead of upcoming deadlines, renewals, expirations, and other important milestones.

What You Can Do

With Scheduled Secondary Workflows, you can:

• Trigger workflows before or after a date in a form
• Schedule workflows to run on a specific date
• Create recurring schedules that run daily, weekly, or monthly
• Set workflows to stop after a specific date or number of occurrences
• Configure multiple schedules for the same document, such as reminders 90, 60, and 30 days before an expiration date
• Use different workflows for the same date field when different actions or notifications are needed

How It Works

When creating a workflow, select A specific date or interval as the workflow trigger.

Add Trigger Criteria

When you select A specific date or interval, the workflow begins with a Trigger step. Use this step to define which documents the workflow should run against and when it should execute.

Choose a Schedule

Scheduled workflows can be configured to run based on a date stored in the form or on a fixed date.

Based on a Date from the Form

Select Based on a date from the form, then choose the date field you want to use. Configure the workflow to run before or after the selected date and specify how many days, weeks, or months should be used as the offset.

Common examples include:

• 30 days before an expiration date
• 7 days after a submission date
• Multiple reminder schedules, such as 90, 60, and 30 days before an expiration date

You can click + Add Configuration to create additional schedules for the same workflow.

On a Specific Date

Select On a specific date to schedule the workflow based on a fixed date rather than a form field.

Set the Execution Frequency

Choose whether the workflow should run:

• One-time – Runs only on the selected date.
• Every – Runs on a recurring schedule.

Recurring schedules can be configured to run every:

• X days
• X weeks
• X months

The system automatically handles common scheduling scenarios. For example, a workflow scheduled for the first day of a month will continue running on the first day of future months. Likewise, a workflow scheduled for March 31 will run on the last day of months that have fewer than 31 days.

You can also configure when a recurring schedule should stop:

• Never
• On a specific date
• After a set number of occurrences

Timing of Scheduled Workflows

Scheduled workflow processing runs daily at 5:00 AM Mountain Time.

This timing ensures date-based calculations work correctly across all supported time zones, including Hawaii. For customers in Eastern Time, scheduled workflows will process at 7:00 AM ET.

We're excited to introduce a new way to manage data in Table and Repeater gadgets. Users can now reorder rows using drag-and-drop functionality or keyboard controls for improved accessibility.

Why This Matters

There are many situations where the order of information matters. Whether you're arranging researchers for a System-to-System (S2S) submission, organizing attachments, or updating the sequence of steps in an experimental design, changing the order of entries should be quick and intuitive.

With this enhancement, you can easily adjust the order of rows without deleting and re-creating entries.

Some examples include:

• Reordering investigators or key personnel in a proposal submission
• Changing the display order of attachments
• Inserting a new step into the middle of an experimental design
• Updating the sequence of activities, tasks, or workflow steps
• Organizing repeated data entries in the order you need

What's Changed

All tables and repeaters now include a drag handle at the beginning of each row or repeated section.

Example in a Table:

Example in a Repeater:

• Drag and drop rows or repeater entries to a new position
• Use keyboard controls to reorder items for an accessible experience
• See the order update dynamically as items are moved

This functionality is available anywhere tables and repeaters are used throughout the platform.

Tracking Changes

When Document History is enabled, changes to the order of table or repeater entries are recorded in the document's history. Reordered items will also appear as changes when comparing document versions, providing visibility into how the document has evolved over time.

Default View Settings are now managed directly in Views, making it easier to control what users see by default.

Previously, admins configured default views in Data Settings. Now, that functionality lives in the Views list, where you can set any view as the default without switching between different areas of the product. This update also introduces the ability for users to edit their existing views.

What’s New

• Default View Settings moved to Views (Admins):
  You’ll now find the Default View at the top of the views list.  Initially it will always default to show the Number, Submitted At, and Submitter fields in the Default View but it can always be updated to the desired Columns, Filters, and Sort logic.
  
• Configure document views before publishing

  The Document List now displays the search and view options before any documents are created.  Previously, options like Search, Sort, Columns, Filters, and Views only appeared after the first document was added. Now, you’ll see these controls as soon as you create the app, so you can configure your Default View and other views before publishing your form.
  

• Set any View as the default (Admins):
  Select a view, open the menu, and choose Update with current settings to update the default view for all users with that configuration. Or simply make the necessary changes in the Default View and choose the Update with current settings to bring in the updates.
  
• Edit saved Views (All users):
  You can now update your existing views by selecting the menu and choosing Update with current settings - this will apply any updates to the filter, column, order, etc. to that view.
  
• In-product guidance (All users):
  When visiting Data Settings, you’ll see a message pointing you to the new location.
  
  A pop-up will appear in Views to highlight these changes and help you get started.
  

We’re excited to share a new set of improvements inspired by our first-ever Interactive Design Lab at Kuali Days 2026.

This session brought together teams across Academic Ops, Build, Ready, and Research creating a new kind of collaboration. Administrators worked directly with product and engineering to share thoughtful ideas for improving the user experience—and the impact was immediate.

Our engineers jumped in during the session, working through feedback in real time and delivering meaningful enhancements based on your ideas.

Now, we’re excited to put those improvements in your hands.

What's New

View Effective Permissions for Any User

You can now view a complete breakdown of a user’s access in the new Effective Permissions tab within the Person record, making it easier to understand roles and permissions across the system. For more details, see the full announcement.

Persistent Space Sorting

Your selected sort order for apps within a Space now persists across browser sessions and is saved to your user profile—rather than being limited to a single browser session.

Wait for Calculation Inputs

Improved Bridge Testing Visibility

When testing a Bridge integration, logs now show the input and output at each step. This makes it easier to troubleshoot and validate your integrations.

Custom Titles for Workflow Branch Routes

You can now add custom route labels to individual workflow branches in the workflow builder, making it easier to understand each branch at a glance—without needing to interpret the underlying logic every time you revisit a configuration.

We’ve also added Collapse All Branches to the left step menu, so you can quickly condense your workflow for a cleaner view. When you’re ready, use Expand All Branches to open everything back up.

Sticky Table of Contents in Forms

The Form Navigation on the left side of the document now stays visible as users scroll, so they can quickly move between sections without losing their place.

This table of contents appears when you enable Turn top-level sections into pages in Form Settings.

Export People List to CSV

You can now export the People list to CSV. Filter or sort the list as needed, then download exactly what you need. Choose between 'Current View' or 'All Data' for your export.

Updated Gadget Terminology

We’ve renamed the Multiple Choice gadget to Radio Buttons to better match common terminology.

More Flexible Date Field Controls

You can now set Date field restrictions based on the Current date, giving you more dynamic control over selectable dates.  This is addition to the existing options of Specific date and Created date.

Improved Time Selection

The Time field selector now includes a dropdown with AM/PM selection, making it faster and more intuitive to enter times:

Thank You!

Your feedback made this possible. The ideas shared during the Interactive Design Lab directly shaped these improvements, and we’re excited to keep building together.

Stay tuned for more opportunities to collaborate—and more updates shaped by your input.

We’ve improved how search works in document lists to help you find the right records faster. These updates reduce noise and surface the most relevant results—especially when you know what you’re looking for.

What’s New

More precise multi-term searches
Search now uses AND logic when you enter multiple terms. Results must match all terms, not just one.

• Before: Searching “Computer Engineering” returned records with Computer or Engineering
• Now: Results include only records with Computer and Engineering

This means fewer, more relevant results.

Stronger prioritization for title matches
Results now give more weight to matches in the Title field. If a record’s title matches your search, it will appear higher in the list.  This is driven from the Form Title Field in Form Settings.

Why This Matters

• Spend less time scanning through irrelevant results
• Find exact matches faster—especially when searching by title
• Get cleaner, more focused result sets

What to Expect

• You may see fewer results for the same searches—but they’ll be more relevant
• If a search returns no results, try simplifying or adjusting your terms
• Results will be better ranked, with title matches appearing first

You’ll also see an in-product alert in the document list to highlight this update.  Also, more information can be found in the Understanding Search Functionality in Kuali article.

We’re rolling out a set of user interface updates designed to streamline your experience and give you more flexibility when working in a form or product. These updates will go live in early May 2026. If you’re an administrator, you can preview the new experience now by enabling the option in the Form tab:

We’ll also be showcasing the new UI at Kuali Days—be sure to check it out there.

What’s Changing

• Full header access from an app/product
  When you open an app or product from the main dashboard, you’ll now retain access to the full application header. This makes it easier to navigate and switch contexts without losing key controls.
  
• Collapsible left navigation in next-generation products
  Within next-generation products, you’ll have the option to collapse or hide the left navigation menu. This gives you more screen real estate when you want to focus on your work—especially helpful on smaller screens or data-heavy pages.
• Improved mobile navigation and layout
  We’ve updated the mobile layout to match recent desktop improvements. When working in a form or app on a mobile device, you can now navigate between tabs—Dashboard, Documents, Form, Workflow, and Publish—using a convenient dropdown. This makes it easier to move around the application while keeping the interface clean and easy to use on smaller screens.
  
• Cleaner Document Design
  We’ve refreshed the document experience to make it more user-friendly and easier on the eyes, helping your end users complete forms with confidence. Forms now use space more efficiently, giving you a cleaner, more condensed layout. Take a moment to review your forms and see the difference!
  

We’d Love Your Feedback

As you explore the new UI, let us know what you think. Send any questions or feedback to support@kuali.co - we’re always happy to hear from you.

You can now use the same AND / OR grouping options you already know from Document List filters when building Conditional Visibility and Branch Workflow rules.

We’ve added All of the following are true and One of the following is true to form and workflow logic. These options match what’s already available when filtering documents in a form’s Document List, bringing a familiar and consistent way to build complex conditions across the product.

Why this matters

Until now, this type of grouped logic was only available in Document List filtering. In forms and workflows, achieving similar results required nested sections or embedded branches, which made configurations harder to maintain and more error-prone.

With this update, you can:

• Use the same AND / OR pattern from Document List filters in forms and workflows
• Combine multiple conditions at the same level
• Reduce deep nesting in sections and workflow branches
• Keep complex logic easier to read and manage

How to use it

• In a form, turn on Conditional Visibility for a field or section
  
• In a workflow, add or edit a Branch step
• Add a rule and choose All of the following are true or One of the following is true
• Add multiple conditions—just like you would when building a Document List filter
  

What to do next

No changes are required to existing configurations. However, if you’ve built complex logic using workarounds, you may want to review those forms or workflows and refactor them using this new approach. This can help reduce structural complexity and improve long-term reliability.

This release brings a familiar, proven filtering model into forms and workflows—so you can build powerful logic with confidence and consistency.

We’ve improved how Short Text gadgets display longer input to make them easier to read and use.

Previously, longer text could be cut off, requiring scrolling and making the field feel incomplete. Short Text gadgets now wrap and expand to fit their content, keeping the field compact for short entries while remaining readable as text grows.

What this means for you

• Longer text is no longer cut off.
• Text wraps naturally and expands as needed.
• Short Text fields stay clean and compact when input is brief.

No action is required—this update applies automatically wherever Short Text gadgets are used.

Old Short Text Behavior

• Longer text was cut off at the edge of the gadget.
• Users had to scroll horizontally to read full content.
• The field could appear broken or hard to read

New Short Text Behavior

• Text wraps onto multiple lines.
• The gadget expands vertically as content grows.
• All text remains visible and easy to read