If you are pointing to other Kuali forms to pull data via a Data Lookup (List) or Data Lookup (Multiselect) gadget you now have options to configure when data will update from the linked document in the gadget Advanced Settings:

• Never - The data will be static once linked and never update from the source document.
• When the linked document is saved - This includes when a document is edited then saved on the specific version that is linked (whether as a draft, submitted to workflow, or completed). This does not update upon creation or saving of a new version of the linked document

Also, if versioning is enabled in the app you are linking to then you'll have additional document updating options based on versions - more information can be found in the Document Versions article.

Some things to keep in mind with this functionality:

• By default, all existing data lookups will be set to not update.
• If an admin updates an existing data lookup then it will only work on documents linked in the data lookup after the gadget configuration update is published. It will not impact the update logic on any existing document data.
• If a data lookup is configured to update when document is changed, and the linked document is deleted, the data from that document will be removed from the data lookup and all auto-linked gadgets.
• If a user tries to delete a document linked in a data lookup set to update on save, they will receive a warning. The warning will list the documents that will lose data due to this change.
• Data lookups that are configured to update cannot be used in calculations or integration fields.  If a data lookup is configured to update when changes are made, they will not be able to be used in calculations or integration fields because those fields could get out of date.
• If you have Document Versions enabled in the app you're linking to in the gadget and the lookup is configured to update with one of the new version options, it will also update when edits are saved to the currently linked document version.