Is Low Code Solutions right for me?

The following list provides details, examples and definitions of the features listed above.

Kuali Build features:

• Gather form data – intake request form, approval form, incident form
• Store form data – data entered and captured on a form stored in Betty Blocks
• Secure/NetID login – UW NetID needed to log into application
• Display public data without a required login – ability to build applications that display only public information with no login required for users
• Collect quantitative and qualitative data – quantitative data = number, price, checkbox; qualitative data = long text
• Upload images – select allowable file extensions e.g. png, gif
• Upload documents – select allowable file extensions e.g. doc, txt
• Customize help text in-form – add help text by fields
• Customize form text – change data field labels, button labels, text on form
• Conditionally make fields required/perform validation based on prior criteria  – value selected in field above causes a field below to be required
• Import/use live campus data via API – consult service team and KnowledgeBase articles for accessing CAOS API, Person API, etc.
• Export form data to another campus database via API or another Kuali application – consult the service team and KnowledgeBase articles for approvals and how-to
• Automatic email notifications based on triggers –  e.g. upon submitting a form, send an email to approver
• Auto-fill fields based on basic user information – e.g. select a Kuali user name (from all UW-Madison staff), then email and NetID will auto-fill
• Different user types/different permissions – e.g. student user types see certain pages and fill in certain data, administrative staff can edit additional sections and see all current student data given permission
• Filter dropdown lists based on other fields – e.g. a WI county selected and list of cities within county appear in next field’s dropdown list
• Display in tabular manner data in tabular manner and export via csv – e.g. data displayed in multiple rows and columns with a button to export to csv file format
• Conditionally show/hide fields – value selected in field above causes a field below to be seen or hidden
• Generate pdfs from data captured – export form data, workflow history, and/or comments from workflow with LCS service team assistance
• Multi-part forms – forms with multiple sections can be broken out into different pages????

Other:

• Create testing application and production application – allow others to test your application and make adjustments, then create a copy without the testing data and publish
• Editable and Publishable versions of the form and workflow – Edit the form and/or workflow and run through the preview prior to publishing it for others to see and use

Betty Blocks additional functionality:

• Multiple workflows, multiple forms/pages – forms with multiple sections broken out into different tabs/pages/steps
• Create data models and own data – create data many-to-many data relationships; responsible data stewardship of the data captured and stored
• Auto-fill text into fields based on certain conditions – e.g. a WI county selected and extension main office address fills in
• Generate pdfs from any data stored and/or captured – create a form of the desired layout with data to display, add a pdf button to export
• Display and search of tabular data and export via csv – e.g. data displayed in multiple rows and columns with a button to export to csv file format
• Multiple attachments per email notification – e.g. send a pdf of the data entered in the form plus any artifacts uploaded to the form
• Scheduled processes – e.g. weekly updates, looping through data for clean-up
• Manipulation of data
  • Date calculations – e.g. determine how many days since a certain date entered on the form
  • Eligibility calculations – e.g. prior to displaying pages, determine if the user meets eligibility criteria and if not, display a page indicating such
  • Looping through stored data – e.g. change the status of records depending on certain criteria or purge depending on criteria
• Custom code – e.g. code a custom action step using Javascript and Command-line tools

Service Team assistance required:

• Connectivity to Salesforce – data exchange between Salesforce CRM and a BB application
• Connectivity to Tableau – data sent to Tableau for Tableau dashboard, chart
• Connectivity to other data sources (especially non-API) – data pulled or sent to something other than CAOS API, Person API, like a standards registry
• Dynamic approval workflows – e.g. depending on dollar amount or other criteria, the form needs approval by different supervisors/stakeholders

Not capable:

• Custom CSS inserted – e.g. each application’s style is set, no import of stylesheet allowed
• Visualize data in graphs, charts, etc. – recommend exporting to Tableau or csv/excel to visualize
• Export data into designed reports – only the data can be exported, the format in which the data should appear can’t be exported
• Allow a single user to have multiple roles – Per UW’s SSO set-up , only one roll will be used per user. If you were using standard BB authentication, and a user was given multiple roles, their access would be at the least privileged role.