Forms

Learn how to use the form features to create simple to complex online forms that capture and display data. Integrate forms with your workflows, reuse them across multiple workflows, and customize the design to best meet your organization's needs. You can follow these How-Tos to replicate the functionality in another environment when you use the relevant configuration values or users for your environment. You can further modify or extend the scenarios to work better for your organization’s requirements.

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Scenario	Category	Tooling	Components
Create a Custom Workspace You can specify a landing page and create a custom menu to personalize Workspace (Desktop) with the items you use most.	Workspace	Designer Management Site Workspace (Desktop)	Form
Create Embedded Signatures with DocuSign Using DocuSign to automate the signing of a document, including embedding the DocuSign signing experience in a form, which means that you don't need to log in to DocuSign to sign documents.	DocuSign	Designer	SmartObject View Form Workflow DocuSign
Create a DocuSign Envelope List View Use a DocuSign envelope list view to see all envelopes received, sent, drafted and deleted in the last 30 days.	DocuSign	Designer	View DocuSign
Create a Custom DocuSign Search Filter for the Envelope List Use the custom DocuSign envelope list search filter to create a search for envelopes received, sent, drafted and deleted based on the folders within DocuSign.	DocuSign	Designer	View Form DocuSign
Add Lookup Information to a Form Use a SmartObject Lookup on a view to display data from another view on your current view.	SmartObject	Designer	View Form
Use Regular Expressions to Validate Control Values Validating content ensures that the data is in the correct format, resulting in fewer errors and increased consistency.	Expressions	Designer	View Form
Save a Screenshot to PDF and Attach it to an Email Use the Save As PDF control to take a screenshot of your browser window, then save the file in PDF format. Build a workflow that attaches the file to an email.	PDF	Designer	View Workflow
Automatically Refresh Data on a View with the Timer Control Use the Timer control to refresh data on a view at set intervals. Examples of using this control include refreshing news feeds, displaying countdown clocks, and updating values in list displays.	Timer Control	Designer	View
Display Related Data using one SmartObject Use one SmartObject to display data in different fields in a number of controls on the view. Selecting an item in the first control automatically selects the associated data in the other controls.	SmartObject	Designer	SmartObject View
Configure Forms with Draft Functionality Create a form that is configured with Draft functionality.	Mobile	Designer Workspace (Mobile)	SmartObject View Form Workflow
Enable the Application Form option on a Form Enable the Application Form option on form so it can be used in the Workspace (Mobile) app.	Mobile	Designer Workspace (Mobile)	Form
Enable Offline Availability on a Form Enable the Offline Availability feature on a form so you can use the form in the Workspace (Mobile) app while offline.	Mobile	Designer Workspace (Mobile)	Form
Configure the Barcode-Control on a Mobile Form Add the Barcode-Control to a form and use the control in the Workspace (Mobile) app.	Mobile	Designer Workspace (Mobile)	SmartObject View Form
Add and View Workflow Comments Add and view comments in a form that are associated with a workflow instance.	Workflow Comments	Designer	SmartObject View Form Workflow
Add and View Workflow Attachments This article illustrates one method for adding and viewing attachments to a workflow using a system SmartObject.	Workflow Attachment	Designer	SmartObject View Form Workflow
Inherit Rules Between Views and Forms Understand the relationship of rules between views and forms, and how rules behave when applied to views and inherited on forms. In this scenario you have a form that contains an Item view for entering details. The view contains a rule that saves the data when you click a button. The form inherits the view rule that saves the record.	Rules	Designer	SmartObject View Form
Use Expressions to Perform Calculations in a List View Add expressions on list view controls to calculate values. Configure an expression that multiples the values of two controls, then displays the result in a third control. For example, you have a form where you want to automatically calculate a row total for each item entered. The expression multiplies the item amount by the quantity and displays the total for that row.	Expressions	Designer	View Form
Specify a SmartObject Property as the default value for a Drop-Down List control Use a true/false Boolean value of a SmartObject Property to determine the default value displayed in a Drop-Down List control.	Drop-Down List	Designer	SmartObject View
Create a Tabbed Form and Show Data Between Tabs Use tabs to break up complex forms or provide additional information. In this demonstration, you capture data in one tab and display that data in another tab.	Tabbed Form	Designer	SmartObject View Form
Configure an Editable List view for Required Rows Configure an Editable List view with required rows to, if there is no data, display a message before saving the row. In this scenario you add a count aggregation, set required fields, and show a message if a required field is blank.	Rules	Designer	SmartObject View Form
Use a form parameter to filter data on another form Create a form parameter to pass data from one form to another form. You will see a list of the departments and, when you double-click on a department, a form opens showing a list of employees in that department.	Parameter	Designer	SmartObject View Form
Use Conditional Images in an Editable List View to Show Severity Indicators Configure an Editable List view with expressions to show conditional images as indicators showing the severity of a liability. You can use this same approach to show any type or number of indicators.	Expressions	Designer	SmartObject View
Using Form States Use form states when you have a workflow with one or more task steps and you want to use the same form for each task step recipient. States allow you to use the same form to show different content to different users.	Form State	Designer	SmartObject View Form Workflow
Use SmartObject properties in a hyperlink expression to navigate to a URL Add an expression to a hyperlink control using SmartObject properties for the expression parameters.	Navigation	Designer	SmartObject View
Use the SmartObject hyperlink property to navigate to a URL Create a link to a URL using the SmartObject hyperlink property.	Navigation	Designer	SmartObject View
Save Information to Multiple SmartObjects by Clicking a Button Create a form with two tabs, each of which contain a view based on a SmartObject. When you click the Submit button on the form (visible from either tab), data is saved to each SmartObject.	SmartObject	Designer	SmartObject View
Use Associated SmartObjects to Populate Related Data Create a form that allows you to enter new data and, according to your input, allows you to choose values from lists of related information.	SmartObject	Designer	SmartObject View Form
Create an Exchange Appointment Form Use the Appointment SmartObject of the Exchange Online Service Type to create a form that creates appointments in attendees' Outlook calendars.	Microsoft Exchange	Designer Management Site	SmartObject View Form Microsoft Exchange
Attach Images in Emails This article illustrates one method for attaching an image to an email. Create a form with an image attachment, then use the image in the email body in your workflow.	Image Attachment	K2 for SharePoint	SmartObject View Form Workflow
Create a SmartForm to Link an Application's SmartForms to a Secondary List or Library Use this to add reuse links between a K2 for SharePoint application's SmartForm to a secondary list or library.	Microsoft SharePoint	K2 for SharePoint	SmartObject View Form
Create a SmartObject Association A SmartObject association creates a relationship between two data sources, similar to a join statement in SQL. For example, you associate a list of employees with a list of departments, or a list of customers with a list of regions.	SmartObject	Designer	SmartObject View
Make a SmartObject Call to Populate Controls This article illustrates one method for showing SmartObject data when a control changes. For example, you have a list of product names. When you click a product name, an image of the product along with a description and price appear in a separate (preview) pane.	SmartObject	Designer	SmartObject View
Create a Form where you can enter data in a “header/detail” or “primary/line items” style Use this to create a single input form where you can enter data in a header/detail or primary/line items style.	Form Design	Designer	SmartObject View Form
Access a View or Form by URL When you need to hard-code a link to a view or form, you can create a URL that references the item by Vanity Name, ID, or System Name.	Navigation	Designer	View Form
Attach Multiple Files to a form using the Attachment Control You can attach multiple files to a form by using the File Attachment control in conjunction with an editable list view.	Controls	Designer	View Form
Use the Save As PDF Control and Show a Message to Confirm the File The Save As PDF control creates a snapshot of the browser window including any values entered into form fields. Use this control, for example, to provide a copy of a form or a receipt as a PDF.	PDF	Designer	View
Use a Parameter to Transfer Data from a SmartForm to a SmartObject Save values stored in view parameters to an unbound SmartObject.	Parameter	Designer	SmartObject View
Create a Clickable List in a Subview Create a clickable list in a pop-up subview. When you double-clicking a list item, a rule populates controls on the primary view with additional information.	Subview	Designer	View Form SmartObject
Upload a File to a SharePoint Library with the File Attachment Control Use a File Attachment control along with a button and rule to upload a file from a view to a SharePoint library.	Microsoft SharePoint	K2 for SharePoint	Form Microsoft SharePoint
Configure the Picker control to display a list of employees using a security provider Configure the Picker control to use the URM (User Role Manager) service to list employees in an organization.	Picker Control	Designer	SmartObject View
Configure the Picker control to use another control's data to filter the results Configure the Picker control to use another control's data to filter results displayed in the picker.	Cascading picker	Designer	SmartObject View
Manually Integrate a SmartForm with a Workflow Manually configure rules to start a workflow, open a worklist item, and action a worklist item. This how-to shows you how to integrate a workflow with a form without using form states.	Form State	Designer	View Form Workflow
Delete application artifacts Delete application elements such as workflows, SmartObjects, views, and forms to clean up an environment.	Environment	Designer Management Site K2 for SharePoint	SmartObject View Form Workflow
Configure cascading drop-down list controls Configure a cascading drop-down list that uses the value selected in another control to filter the results displayed in the drop-down list.	Controls	Designer	SmartObject View Form
Use a many-to-many SmartObject relationship in a check box list You create a many-to-many association between the two data sources, and use the resulting composite SmartObject generated by the association in a view to maintain the list of users and their committees using one form.	the Designer	Designer	SmartObject View Form
Working with Editable List Views Editable list views are very useful when you want to allow people to quickly enter or edit multiple rows of data, similar to doing data entry in a spreadsheet.	the Designer	Designer	SmartObject View Form
Create a basic style profile Create a basic style profile to add colors to your form's hyperlinks, buttons, and the background color of views and forms. See also Create an advanced style profile, Work with the Style Profile Designer Colors, and Extend SmartForms with the Style Profile Designer.	the Designer	Designer	Form
Create an advanced style profile Create an advanced style profile to configure colors on your form for items such as text styles, sliders, uploaders, tooltips, buttons, menus, charts and more. See also Create a basic style profile, Work with the Style Profile Designer Colors, and Extend SmartForms with the Style Profile Designer.	the Designer	Designer	Form
Configure the display field property of list controls You can temporarily display a user-friendly value while the underlying list item values load in the background.	Controls	Designer	View