1. Confirm the SharePoint App is Active

In this step, you confirm the K2 Cloud for SharePoint App is active in your site collection. Without the app properly registered, deployed, and activated, you cannot build K2 Application elements such as SmartForms or K2 workflows from a SharePoint list or library. To begin, create a new subsite (optional) for building K2 tutorials. You create a new list to test if the app is already activated to the subsite. If not, there are instructions for completing the registration, deployment, and activation of the app.

Recent changes to SharePoint online include a new user interface (UI). It is most notable in lists and libraries where the ribbon toolbar is no longer present. The new UI (referred to as "modern") is the default experience; however, you can switch back to what is known as classic SharePoint at any time. For more information, refer to the K2 Knowledge Base article: SharePoint Online User Interface changes.
This tutorial follows the SharePoint modern user interface. If you prefer the SharePoint classic interface, you can use the K2 Five 5.2 or K2 Cloud Update 8 online tutorials that contain instructions and images for SharePoint classic.
  1. Create a subsite. Add a new subsite to build and store your K2 applications. This step is optional, but may be useful if you have multiple users working on tutorials from the same SharePoint location.
    1. If you do not know how to add a subsite, contact your SharePoint administrator for instructions specific your environment. Throughout this tutorial, there are references to your SharePoint site. Keep in mind, this refers to your subsite if you create one, or to your root site, if you do not create a subsite.
  2. Confirm the K2 app deployment and activation. Begin by checking your site to see if the K2 Cloud for SharePoint app is already deployed and activated for the site collection you are working in. Navigate to the Site Contents page and look for the K2 app icon under the Contents heading. If you see the K2 app icon, the app is deployed at the site level and you can skip to Step 3, creating a test list. If the K2 icon is not there, the app is not deployed to the site collection. You must deploy it first to continue. See Adding the K2 Cloud for SharePoint app for instructions.
    1. From your site collection home page, navigate to the Site Contents page and confirm you see the K2 Cloud app icon. If you see the icon, the app is deployed to the site collection. You still need to confirm the app is active for the site collection, however.
      If you do not see the K2 app icon on the Site Contents page, it is likely the app is not deployed to the site collection. For support of the K2 Cloud for SharePoint app, contact K2 Cloud technical support.
      Site Contents Link
      The K2 app icon
      K2 Cloud for SharePoint App Icon
  3. Create a test list. From your site collection, create a new List and name it K2 App Test. You do not need to add any other columns or make any other adjustments. You will use this list to confirm if the K2 Cloud for SharePoint app is active for this site collection. After you create the list, open it. Confirm there is a menu called K2 and it has the Application, Report, and Worklist icons. If the K2 menu is there, the app is active for this site collection. You can continue to the next topic using the link at the bottom of this page. If you do not see the K2 menu or icons, follow the steps in the Adding the K2 Cloud for SharePoint app section to activate the K2 app for your site collection.
    1. The easiest way to determine if the K2 app is active for your site collection is to create a new list or library, then look for the K2 menu in the menu bar. If the app is active, K2 adds the K2 menu to each new list and library. If the K2 menu is not there, then the app is not active for this site collection and you need to activate it. Begin by creating a test SharePoint list. From your site collection home page, click the New icon, then select List. Name the test list
      K2 App Test
      and click Create.
      Create New List
    2. From the list landing page, you should see the K2 menu. (You may have to click the ellipses to expand the menu options.) Click the K2 menu and confirm you see the Application, Report, and Worklist options. The menu and options indicate the app is active at the site collection level you are working in. Continue to the next topic using the link found at the bottom of this page. If you do not see the K2 menu, follow the steps in the Adding the K2 Cloud for SharePoint app section to activate the app.
      In the image below, the list landing page does not show the K2 menu; K2 is not activated for the site collection.
      K2 Menu Not Shown
      In the image below, the list landing page shows the K2 menu; K2 is activated for the site collection.
      K2 Menu Shown
Review

In this step, you confirmed the activation of the K2 for SharePoint app. You have registered, deployed and activated the app to your SharePoint site collection. K2 recommends deploying the app to the root site collection level with the All Paths option. Any site collections or subsites added will have the app available with out further intervention. You can also enable the auto-activation option, which enables the app to any new site collections or subsites. After confirming the app deployment and activation with your test list, you added the K2 Worklist web part to your site home page.

Next Step: 2. Create the Supporting Libraries in SharePoint
Document Review and Approval