K2 Five for SharePoint: Expense Claim Tutorial

In this tutorial, you learn how to build an advanced K2 application incorporating the four primary K2 components: data, forms, workflow, reports. This application provides a structured and auditable approach to managing expense claims, as opposed to using paper-based processes.

You use SharePoint, SmartBox, and external data sources to retrieve data and to store data. You use both generated views and forms, as well as new views and forms that you create from scratch. You build the application workflow containing both user tasks and system tasks. You build a custom dashboard-style report using reporting controls found in the K2 Designer.

If you want to learn a little more about the application you are about to build and how it behaves, review the design of the application in the topic K2 Five for SharePoint: Expense Claim 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
Part 1: Prepare SharePoint
1. Confirm the SharePoint App is Active
2. Create Supporting Lists and Groups in SharePoint
Part 2: Data
3. Create Service Instances for External Data Sources; Generate SmartObjects
4. Create the K2 Application Elements for the Expense Claim List
5. Create the Expense Claim Line Item SmartBox SmartObject
6. Create the Expense Claim Currency SmartObject
Part 3: Forms
7. Edit the New Expense Claim View
8. Edit the Display Expense Claim View
9. Edit the Edit Expense Claim View
10. Create a Read-Only List View
11. Create an Editable List View
12. Create a View for Comments
13. Edit the New Expense Claim Form
14. Edit the Display Expense Claim Form
15. Edit the Edit Expense Claim Form
Part 4: Workflow
16. Add the Expense Claim Workflow
17. Add a Task step to Approve, Reject or Query the Expense Claim
18. Deploy the Partial Build Expense Claim Workflow
19. Configure the Start Rule on the New Expense Claim Form
20. Add a Task Step to Rework the Expense Claim
21. Add a Task Step for Finance Processing
22. Confirm the Workflow Start Rules
23. Deploy the Expense Claim Workflow
24. Edit the Edit Expense Claim Form
25. Edit the Display Expense Claim Form
26. Check In Views and Forms
Part 5: Reports
27. Create a List View for Reports
28. Create an Item View for Reports
29. Create a Form for Reports
30. Create a Quick Launch Link in SharePoint that Opens the Reporting Dashboard
31. Check In Views and Forms
Part 6: Test
32. Submit Expense Claims
33. Approve a Claim; Query a Claim
34. Resubmit a Claim
35. Finance Processing
36. Report on the Expense Claim Application
37. (Optional) Clean up your K2 environment by deleting the application artifacts

First Step: 1. Confirm the SharePoint App is Active