Overview of the "Document Review and Approval" application
Microsoft SharePoint is a very powerful document repository and many organizations use SharePoint to manage their documents. It is fairly common that documents may go through a review and approval process before they are published to a particular document library in SharePoint.
This tutorial will take you through the process of building a K2 application for Document Review and Approval. You will separate the review workflow from the approval workflow, since it is not always necessary to submit documents for review before they are approved, documents may need to go through several review cycles before they are submitted for approval and publishing, or documents may need to be submitted for approval before all reviews are complete. While this particular application is very generic and uses only two libraries, the same principles can be applied to build much more involved and complex document review and approval applications. (The Corporate Policy Management tutorial, for example, uses many of the same principles that you will use to construct this application.)
While building this application in your K2 environment, you will learn the following about K2 for SharePoint:
- Creating document review and approval workflows in K2 for SharePoint
- Working with document libraries in a K2 application
- Attaching documents to emails in a workflow
- Building workflows with rework steps
- Moving a document to another library using a workflow step
- Linking to the View Flow report for auditing purposes
- Creating several K2 workflows associated with the same document library
- Editing the generated forms for a K2 application
- How to configure workflows so that they can be started manually, or on-demand
Level
Easy
Build Time
60-90 minutes