1. Add the Application Categories

In this step you will add categories to the Designer explorer. Categories are similar to folders, and are often used to organize your environment, the applications in an environment, and the application elements of an application. Elements include SmartObjects, views, forms and workflows. While it is not required to create Application-specific categories and folders, they are helpful to keep your work organized. This is especially important when working in a shared environment where multiple people are building applications. In this context, we will use categories to separate your tutorials from other applications.

  1. Add the following categories to the All Items node in the Designer explorer.
    • Learning
      • Hello World Workflow
      • If you are working in a shared environment where there are multiple builds of the same application, consider adding your initials to the application name so that you can easier determine which projects are yours. For example, Hello World Workflow YourInitials, like Hello World Workflow KL.
      Hello World - Workflow Categories
      Hello World Workflow Categories
    1. Launch the Designer.
      If you do not know how to access the Designer, see Accessing Sites.
    2. the Designer will open on the home page. You will create new categories in the explorer. To navigate to the explorer page, click the BROWSE button.
      K2 Designer Home Page
    3. Right-click All Items and select New Category.
      Add a New Category
    4. For the category Name, enter
      Learning
      then click OK. If the Learning category already exists, continue to the next step.
    5. If you are working in a shared environment where there are multiple builds of the same application, consider adding your initials to the application name so that you can easier determine which projects are yours. For example, Hello World Workflow YourInitials, like Hello World Workflow KL.
    6. Locate the Learning category, then right-click and select New Category. For the category name, enter
      Hello World Workflow
      then click OK.
      Your explorer should look similar to the image below.
      Category Browser
Review

In this step, you created the categories for the Hello World Workflow application. While not required, categories help keep your projects organized, especially if you are working within a shared environment. In the next step, you will build the Hello World Workflow and add a Task step.

Next Step: 2. Build the Hello World Workflow