SmartObject Lookup

The SmartObject lookup feature can be used as a Data Level Security lookup object. An association is required between the SmartObjects in order for the lookup to know which SmartObjects are associated with one another.

Create Lookup Settings in K2 for Visual Studio

We will create two SmartObjects and use one as a lookup for reporting purposes. Follow the steps below to create the lookup from K2 for Visual Studio:

Create a Customer SmartObject

Fig. 1. Customer SmartObject
Create a Region SmartObject

Fig. 1. Customer SmartObject
On the Region SmartObject screen, click on Additional Settings. Check This SmartObject is used as a Lookup Object checkbox. Select RegionID as the Id Property, RegionName as the Display Property and Get List as the Lookup Method.

Fig. 1. Customer SmartObject
Click OK and deploy the project.
Create a one to many association on the Customer SmartObject with the Region SmartObject using the RegionID as the mapping property. Deploy the project.

Fig. 1. Customer SmartObject
Enter valid data into the SmartObjects
Go to K2 Management Console in K2 Workspace
Navigate to Server name:Port > SmartBox > Security and click on CustomerVS
Select the Data-level Mapping tab

Fig. 1. Customer SmartObject
Tick RegionVS and click on the Security button. Click on the Map … button next to the user you want to apply permissions to.

Fig. 1. Customer SmartObject
Select the Regions you want this user to view and click OK.

Fig. 1. Customer SmartObject
When this user is logged in and data is retrieved from the Customer SmartObject, only information for the Northern and Southern regions will be displayed.

Create Lookup Settings in K2 Management Console

Lookup Settings can also be done via the K2 Management Console.

Follow Steps 1 and 2
Follow Steps 4-9. Click the Additional Settings button

Fig. 1. Customer SmartObject
Follow Step 3.
Continue from Step 10 onwards