Create Apps
You can access Apps from K2 Workspace. You can find the apps by clicking the K2 logo, then selecting Apps . You can also click the logo to switch to other sites and workspaces.
To create an app, begin by selecting an app type from the four New App options: Approval, Survey, List Collaboration and Install from Catalog. After selecting a type, you have the option of building your app based on an app template, by building a custom app, or installing a pre-built app from the App Catalog. In the table below, click any of the App Types to go to specific instructions for creating apps of that type.
| App Type | Use Case | What you can do |
|---|---|---|
Approval | Create ready-to-use solutions that include a workflow component, such as expense claim submittals, leave requests, or document review and approval. | Select from the included workflow options: one-step approval, two-step approval, one-step approval with rework, or two-step approval with rework. Assign task recipients (those who will approve or deny the request) to one or more users. |
Survey | Create survey-style app to gather responses to one or more questions. | Send emails to one or more users to participate in a survey, and for them to complete the survey using web forms. Collect and review responses. |
Lists Collaboration | Create and manage data capture, edit and display forms to work with simple data, as well as relational (e.g. parent-children/one-to-many) data. | Create and edit data fields and data objects, and manage list security. Supports multiple data types and objects for rich data collection and collaboration. |
Install from Catalog | Pre-built apps installed to your environment from the App Catalog. The apps contain pre-built forms, views, SmartObjects and workflows designed for general business requirements. | For a comprehensive list of available pre-built apps, see the Available Apps from the Apps Catalog section in the Install Apps from the Apps Catalog topic. The list of available apps may be different from the ones available in your environment. An internet connection is required to download and install apps from the Catalog. |
ConsiderationsWhen working with pre-built apps installed from the catalog, keep in mind the following:
- Required Permissions to install an app:
- You cannot install an app if you are not part of the Package and Deployment role. Your K2 Administrator must add you to this specific security group. For more information on roles, see Authorization Framework Overview
- Your account must have workflow Export Rights to install apps that include a workflow component
- Your account must have SmartObject Publish rights
- When you delete an app, all aspects of the application are deleted. This includes workflows, reporting data, application data and all forms, views and SmartObjects
- You must be a member of the Apps Administrators group to delete apps without approval from your administrator. To add someone to the Administrators group, from the Apps page go to Build > Admin > Security tab and click the Add button