1. Add the Expense Claim Categories

In this step, you will launch the Designer, then add categories for your Expense Claim application. Categories are folders where you store the artifacts you will create throughout this tutorial. (Artifacts include views, forms, SmartObjects, and workflows.) Categories keep your application projects organized and are especially useful if you have more than one person working in your the Designer environment.

  1. Add the following categories to the All Items node in the the Designer explorer.
    • K2 Learning
      • Expense Claim
        • Forms
        • SmartObjects
        • Views
        • Workflow

    The main K2 Learning category keeps all your learning tutorials organized in one place. If you have many users accessing the same environment to build tutorials, consider making the category name unique to you by adding your initials to the category name K2 Learning YourInitials (for example K2 Learning LM).
    Adding your initials helps you identify which category contains the tutorials you created and keeps your applications separate from other users' work. It also helps if you want to delete the applications and artifacts that you created.
    Expense Claim Categories
    Expense Claim Categories

    1. Launch the the Designer site.
      2. If you are unsure of how to launch the Designer, see Accessing Sites.
    2. the Designer launches on the landing page. Here, you will find links to recent items and recent folders. (After you begin building your application, you can use these links for quick access to your artifacts.) For now, click BROWSE to open the category explorer and designer.
      K2 Designer Landing Page
    3. From the left-side explorer column, right-click All Items, then select New Category. Name the new category
      K2 Learning
      then click OK. If the K2 Learning category already exists, continue to the next step.
      Select New Category
      Enter Category Name
    4. Right-click K2 Learning, then select New Category. Name the new category
      Expense Claim
      then click OK.
    5. Right-click Expense Claim, then select New Category. Name the new category
      Forms
      then click OK. Repeat this step and add the remaining Expense Claim categories.
      SmartObjects
      Views
      Workflow

      6. Your Expense Claim category structure should look like the image below.
      Expense Claim Categories

Review

In this step, you created the Expense Claim categories that will store your application artifacts. Categories help to keep your projects organized and are especially useful if you have more than one user accessing the designer environment.

In the next step, you will launch the Management site and create a new role that will be used in the Finance Processing step of the workflow.

Next Step: 2. Create a Role for the Finance Processing Task Recipient