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New Feature
2 weeks ago

New Associations Gadget!

Users often need visibility into how documents are connected across the system.  The new Associations gadget provides a clear view of all documents in the system that reference the document you’re currently viewing.  

Associations gadget in form configuration

Some example scenarios of use for the Association gadget across our products:

  • Build: View how a form connects to other forms across departments.
  • Research: Track which review checklists have been created for a protocol or which awards have been funded by a proposal.
  • Ready: Understand how emergency plans reference shared resources or critical assets.
  • Academic Operations: Identify courses or specializations associated with program or curriculum changes.

To configure simply add the Associations gadget to your form and then select a data set and the specific linked field. Once configured the Associations field in the form will display the configured Form Title Field of the document as a hyperlink so you can open the associated linked document(s).  You can configure what information displays as the Form Title Field via the Form Settings of the given form.

Associations appearance on form

Note: Some Associations will be built into the form by default.  For example, Course Prerequisites in Kuali Academic Ops will allow you to see which courses/programs in the system are using the course they are on as a prerequisite/co-requisite.

More information on the Associations gadget and how to configure can be found here.