Expense Claim
This tutorial covers advanced K2 concepts while guiding you through building an Expense Claim application from scratch. You will build and configure artifacts that cover the four primary components of a K2 application: Data, Forms, Workflow, and Reports. The Data component includes building two SmartObjects that connect to external data sources, in addition to two SmartBox SmartObjects. In Forms, you will learn how to manipulate the configuration and behavior of a form through states and rules. You will learn how to manually configure a SmartForm-workflow integration without using a wizard. The Workflow component includes configuring two business analysis models, where business data is analyzed, and the workflow will be directed based on the values of the data. The Report component includes building a composite SmartObject that binds two different data sources, resulting in a list that joins system-generated workflow instance reporting data, with data from a SmartBox SmartObject.
This tutorial covers the following concepts:
- Creating and using roles for task recipient assignments.
- Connecting to external data sources to leverage their properties and methods as SmartObjects.
- Creating SmartBox SmartObjects with associations.
- Building an Expense Claim form that contains three views.
- Using rules to manipulate form, view, and control visibility and functionality.
- Creating a workflow from scratch.
- Configuring workflow start rules.
- Using data analysis to determine the path of the workflow.
- Using data analysis to determine a task recipient.
- Using task wizards to configure states and rules for SmartForm-workflow integration.
- Using reminders (escalations) to keep your workflow moving.
- Adding a state and rules to manually configure SmartForm-workflow integration without using a wizard.
- Creating a composite SmartObject using workflow instance data joined with SmartBox SmartObject data for custom reporting.
See the latest product documentation for the implementation of this tutorial.