Summary

The exercises in this lab further expanded on the architecture and functionality of K2's four main components: Data, Forms, Workflows and Reports. The exercises were intended to give you intermediate level experience in using these components to further your development of forms and workflows. You should now have a fundamental understanding of how users process data and reporting capabilities using a dashboard-chart format. Key to these exercises are the following:

Data

• SmartObjects can leverage connectivity with internal and external data sources
• Data sources can be created from scratch using K2's SmartBox technology
• SmartObject methods can be called from views, forms and workflows
• The K2 Management site contains tools for creating service instances and SmartObjects

Forms

• Forms are containers for views and controls
• Views are logical sections of form content
• There are two types of views: Item views contain the content from one record. List views contain multiple records.
• Rules are comprised of Events, Conditions and Actions. Events are when something occurs, conditions are if a specific criteria has been met and actions do something if the event and condition has been met.
• Rules can be applied to different workflow states, essentially creating custom forms for workflow events
• Forms and views must be checked in before they can be exposed to users

Workflows

• Workflows created in K2 Studio are comprised of activities which in turn, contain events
• There are two types of events: system tasks are performed by the K2 server such as sending an email. User, or client tasks are performed by a human, such as making a decision of some kind.
• Workflows must be deployed before they can be exposed to users

Report & Administer

• K2 Designer has a number of reporting controls that can be added and configured directly to a view and can provide a dashboard-style format with real-time data output.