Get Person Info from Kuali Person Typeahead

Follow these steps to get the person information for a CSU ID pulled from the Kuali Person record. The Integration API "Get Person Info by CSU ID" returns name, csu id, net id, email, unit number, supervisor name, supervisor email, supervisor net id, and supervisor csu id for a provided CSU ID. The steps below can be used as a guide to make the information available to the form and workflow steps.

Steps

Add "Data Lookup (List)" gadget to the form for end user to select a person.
- Gadget Label/Question: Enter name for gadget (e.g. Person)
- Data Source: Kuali People
Add "Data Lookup (Single Item)" gadget to the form to pull person info based on CSU ID.
- Gadget Label/Question: Enter name for gadget (e.g. Person Info)
- Data Source: External Data - Get Person Info by CSU ID
- Required Information for Lookup
  - CSU ID: From data in this form - Select name of gadget added in step 1.
  - Click Gear icon next to selected gadget name.
    - Select property with CSU ID from Value to Use list (e.g. School Id)
- Headless Integration:
  - Turn off (default) to display the label attribute of the API (e.g. Person's Name)
  - Turn on to hide gadget from end user.

Notes

To enable a workflow approval stop for a Net ID repeat step 2 substituting "Get Kuali Users by NetId" for the Data Source and link to the respective Net ID like what was done with linking to CSU ID in the steps above.
You can link to meta attributes in the form such as Submitted By.
To add linked gadgets,
- select the lookup gadget with output fields, locate "Add linked auto-filled gadgets" in properties and turn on. Drag gadget from list to form.