Tutorials

These tutorials will teach you how to build K2 SmartForms, K2 SmartObjects and K2 workflows with K2's browser-based design environment, K2 Designer. These tutorials will guide you through the creation of several Applications which will help you become familiar with SmartForms and K2 Designer, while at the same time building Applications that you may find useful in your organization.

You can follow these tutorials to create Applications in any environment where K2 SmartForms 4.6.9 or later is installed. The screenshots and user names in these tutorials reflect the standard K2 Solutions Virtual Machine which is provided by K2 during training and product evaluation . However, you can follow these same tutorials to replicate the applications in another environment, as long as you use the relevant configuration values or users for that environment.

Once you have completed a tutorial, feel free to modify the Application if you would like to continue exploring the features of K2, or if you want to modify the Applications to work better for your organization’s requirements.

If you are unfamiliar with K2 SmartForms, we recommend that you start with the Hello World tutorial, followed by the Leave Request Approval Application (basic) and then Leave Request Approval Application (Extended) tutorials. Even though these are very basic Applications, they actually cover a number of fundamental aspects of K2 Applications and Application Elements without introducing too much complexity, so they are the ideal platform to start from.

Tutorial	Level and Estimated Build Time	Tutorial Application Overview	Covered in Tutorial
Hello World	Easy 20-30 min	This tutorial explains how to build a very simple "Hello, World" K2 smartform using K2 Designer. This tutorial is ideally suited for users who are brand new to K2 smartforms and is intended to give you a basic understanding of K2 smartforms. As simple as this scenario sounds, this tutorial covers some basic principles about Views, Forms Controls and Rules. Other tutorials extend on the knowledge gained in this tutorial, so if you are brand new to SmartForms we recommend that you start with this tutorial.	Working with K2 Designer Working with the Category System How to build a View and customize the formatting How to add Controls to a View How to create a Form and add a View to the Form How to configure a Rule Using contextual information in a Rule How to run a SmartForm as a user
Leave Request Approval (Basic version)	Easy 30-45 min	This tutorial explains how to build a simple Leave Request Approval application, using K2 Designer to build an application with Data (SmartObjects), Forms (SmartForms) and Workflow elements. The tutorial is intended for users new to K2, or with little K2 experience. For this particular application, we will use a SmartBox-based SmartObject as the Data component, a K2 smartforms-based Form as the Form component and a simple, single-approval workflow. All the components in this application will be designed using K2's browser-based K2 Designer tool.	Creating a SmartBox-based SmartObject Using a SmartObject in a View and a Workflow Creating and formatting a View for a SmartObject Creating a Form with different States Using a Form as the user interface for workflow Tasks Creating a workflow with a simple Approve/Reject outcome
Leave Request Approval (Extended version)	Easy 30-45 min	This tutorial explains how to build a more advanced application by extending the basic version of the Leave Request Approval application and provides deeper understanding in the following components of K2 applications: Data, Forms and Workflows. The tutorial is intended for users new to K2, or with little K2 experience. In this tutorial, you will create a SmartObject that connects to an external SQL database and then use that SmartObject in a View. You will extend the existing Views, Forms and Workflow created in the basic version of the application with additional functionality. From a workflow perspective, this tutorial shows how to build rework loops, send emails and add escalations. You must complete the “Leave Request Approval (basic version)” tutorial before starting this tutorial, since you will be modifying the Application elements that you created in the “Leave Request Approval (basic version)” Tutorial This tutorial uses a SQL database hosted in Microsoft Azure, and requires an active internet connection. The sample Azure SQL Database is intended only for tutorial and demonstration purposes and is not intended for use in Production applications and are not supported or guaranteed by K2. If necessary, you can download the SQL script to recreate this database in your own environment - see the additional links in the tutorial build guide.	Editing existing Views, Forms and Workflows Registering a Service Instance and generating a SmartObject Using a SmartObject on a View to populate a drop-down list Modifying the behavior of a Form based on the Form state Sending emails in a workflow Customizing task notification emails in a workflow Implementing rework loops in a workflow Adding escalations to a workflow
Active Directory User Details Update	Intermediate 30-45 min	This tutorial explains how to build an Application that can be used to display and update details from Active Directory. Your organization may have a need to allow users to list information from Active Directory, and keep Active Directory updated by allowing users to update outdated information which can then be saved back to Active Directory. This tutorial will explain how to create a SmartObject that interacts with an external system (Active Directory, in this case) and then use that SmartObject in Views and Forms. You will also learn how to build a workflow that will interact with Active Directory using the build-in AD wizards available in the K2 workflow designer.	How to create an advanced-mode SmartObject that connects to Active Directory Building List Views and Item Views Applying formatting and styling to controls Using Form-level Rules Generating Forms for Views Using different Forms for the same workflow Updating Active Directory with a workflow Using Workflow Data fields as temporary data storage Transferring data between Forms and Workflows
Quick Start	Easy 20-30 min	This tutorial explains how to build SmartForms for managing data for students who are enrolling at the Denallix College, using K2 Designer to build an application with Data (SmartObjects), and a Form (SmartForms). The tutorial is intended for users new to K2, or with little K2 experience. For this particular application, we will use SmartBox-based SmartObjects as the Data component and K2 smartforms-based Form as the Form component. All the components in this application will be designed using K2's browser-based K2 Designer tool.	Creating SmartBox-based SmartObjects Working with Views on a Form Customizing the View Layout Applying a Validation Pattern to a control Creating View rules Changing a control's type to a Drop-down List control Using a Data Label control and Expression to combine the data of two fields Configuring display information in controls Automatically generating a Form
College Application and Approval	Easy 40-60 min	This tutorial explains how to build SmartForms for managing data for students who are enrolling at the Denallix College, using K2 Designer to build an application with Data (SmartObjects), and a Form (SmartForms). The tutorial is intended for users new to K2, or with little K2 experience. For this particular application, we will use SmartBox-based SmartObjects as the Data component, a K2 smartforms-based Form as the Form component and a simple approval workflow. All the components in this application will be designed using K2's browser-based K2 Designer tool.	Creating SmartBox-based SmartObjects Manually creating Views Creating a Form with controls, different states and rules Using the following controls: Image control Drop-Down control Text Box control Button control Configuring display information in controls Starting a Workflow using SmartForms Approve a Workflow using a Form State

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