3. Create the Application Elements for a SharePoint Library

In this step, you generate K2 application elements for the Document Review and Approval application. You generate data objects based on the Documents to Review and Approve library. For the forms element, you generate SmartForms that replace the standard SharePoint forms. The workflow element has a single "approval" workflow that you start manually when you need to. In a later step, you create a second workflow for reviewing documents. Finally, you create a reports page that displays information about current workflow instances.

For the most part, K2 Cloud for SharePoint applications associate with a one primary list or library. You can use other lists and libraries as data sources, but there is generally one primary. When creating K2 applications from a SharePoint list or library, you can select from the following components: Data, Forms, Workflow, Reports. You do not have to select all the components at the same time, however.

1. For the Documents to Review and Approve library, create a new K2 application with Data, Forms, Workflow, and Reports selected. Use the tables below to configure the application elements.
   Data Settings

   Setting	Value	Notes
   Create SmartObject	Keep defaults.	This is the primary data source for the application.

   Form Settings

   Setting	Value	Notes
   Use K2 smartforms as the New, Edit and Display forms for this list/library	CHECKED	You will use K2-generated forms for adding, editing, or displaying items from this library.

   Workflow Settings

   Setting	Value	Notes
   Name	Document Approval Workflow	This is the name of the workflow as it appears in reports. If you are working in a shared environment where there are multiple builds of the same workflow, consider adding your initials to the workflow name that it is unique. For example, Document Approval Workflow YourInitials.
   Start Option	When the following events occur > Workflow is manually started	You manually start the workflow.

   Reports Settings

   Setting	Value	Notes
   	CHECKED	You use K2-generated reports for this application.

   1. From the Documents to Review and Approve library, click the K2 menu and select Application.
      
   2. On the Create K2 Application page, configure the Data settings for the new application as follows.

      Setting	Value	Notes
      Create SmartObject	Keep defaults.	This is the primary data source for this application.

      
   3. Configure the Form settings for the new application as follows:

      Setting	Value	Notes
      Use K2 smartforms as the New, Edit and Display forms for this list/library.	CHECKED	You use K2-generated forms for adding, editing, or displaying items from this library.

      
   4. Configure the workflow settings for the new application as follows:
      If you are working in a shared environment where there are multiple builds of the same workflow, consider adding your initials to the workflow name that it is unique. For example, Document Approval Workflow YourInitials.

      Setting	Value	Notes
      Name	Document Approval Workflow	This is the name of the workflow as it appears in the K2 Worklist web part and the reports.
      Start Option	When the following events occur > Workflow is manually started	You will start the workflow manually when you are ready to submit the document for approval.

      
   5. Select the Reports option, then click OK to create the new application elements.
      

   The K2 Workflow Designer launches.

Review

In this step, you generated the application elements for the Documents to Review and Approve library. You selected the data, forms, workflow, and reports application elements. You configured the forms element to use K2-generated SmartForms in place of the standard SharePoint forms. You configured the workflow element to start manually. This creates an on-demand scenario, where you start the workflow only if you need to. In the next step, you begin building out the Document Approval Workflow by adding an Update Document Properties step.

Next Step: 4. Build the Document Approval Workflow