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.