4. Create the K2 Application Elements for the Expense Claim List

There are four primary components to a K2 application: data, forms, workflow, and reports. Components interact with each other to form a complete application. You have already created two data elements in the previous step (the external data source connections). In this step, you generate application elements from the Expense Claim list, creating the primary SmartObject, views, forms, and reports for the application. You create the workflow element in a later step, to demonstrate how to manually build a workflow.

Depending on your environment, for example, O365 versus SharePoint on-prem, your screen may not look exactly like the images displayed. The differences are minor and do not have any effect on the instructions.
  1. From the Expense Claim list in SharePoint, generate Data, Forms, and Reports application elements. Use K2 smartforms as the new, edit, and display forms for the list/library. You do not generate the workflow at this time.
    1. Return to your SharePoint site collection and open the Expense Claim list. Click the K2 menu, then Application.
      Create Application Elements

      2. You are now on the Create K2 Application page. You can select from the four components: Data, Forms, Workflow, and Reports. Because you are generating application elements from a list, K2 assumes you want to create a SmartObject to interact with the list, so K2 preselects the data option for you. The forms component generates new, edit, and display forms that you can use in place of the standard SharePoint forms. SmartForms allow greater flexibility to edit both the layout and behavior over SharePoint forms. The reports component generates out-of-the-box reports that you can extend using reporting controls for SmartForms.

    2. Select the Data, Forms, and Reports application elements.
      • Data: This element is selected by default since you are generating application elements from a SharePoint list.
      • Forms: CHECK the box to create SmartForms. CHECK the box to use SmartForms as the new, edit, and display forms.
      • Workflow: Do not select the Workflow option just yet, you add the workflow in a later step.
      • Reports: CHECK the box to create reports.
      Click OK.
      Create K2 Application

      3. After the elements generate, the K2 Application elements page opens. The base application elements include new, edit, and display views and forms, the Expense Claim SmartObject, and the reporting elements.
      Expense Claim Application Elements

Review

In this step, you generated the data, forms, and reports application elements based on the Expense Claim list. The elements include views, forms, and a SmartObject. In a later step, you add the workflow element. In the next step, you create another data component. This is a new SmartObject that stores the "details" records, or expense claim line items.

Next Step: 5. Create the Expense Claim Line Item SmartBox SmartObject
Expense Claim Application