K2 Five for SharePoint: Document Review and Approval Tutorial

In this tutorial, you will learn how to build workflows that interact with documents in a SharePoint document library. First, you will create a document library in SharePoint, then create the K2 application elements from the library. The workflow you will create contains user tasks and system tasks. User tasks require human interaction of some kind, such as making a decision (approved, rejected). The K2 server performs system tasks such as updating document properties in a library. After deploying the workflow, you will test the application.

If you want to learn a little more about the application you are about to build and how it will behave, review the design of the application in the topic Document Review and Approval Application Design

For this scenario we use sample users. You can create your own test users to work with. Depending on the type of scenario you build, you may need to configure specific security settings such as Designer authorization for these users. For more information about managing your environment see the Administer section.

Steps

1. Confirm the SharePoint App is Active
2. Create the Supporting Libraries in SharePoint
3. Create the Application Elements for a SharePoint Library
4. Build the Document Approval Workflow
5. Add an Update Document Properties Step
6. Add the Approve Document Task Step
7. Complete the Approved Outcome Steps
8. Complete the Rejected Outcome Steps
9. Deploy the Document Approval Workflow
5. Build the Document Review Workflow
11. Add the Document Review Workflow
12. Add an Update Document Properties Step
13. Add the Review Document Task Step
14. Complete the Rework Outcome Steps
15. Complete the Accepted Outcome Steps
16. Deploy the Document Review Workflow
17. Test the Document Review and Approval Application
18. Edit a SmartForm and Remove Unnecessary Controls
19. (Optional) Clean up your K2 environment by deleting the application artifacts

First Step: 1. Confirm the SharePoint App is Active