View Properties Page

Right-clicking an existing view allows you to perform actions on the view, such as Edit, Rename, and Delete. You can also see these actions by selecting a view and using actions on the view properties page, both of which are shown here.

Feature Description How to use it
Edit Allows you to edit the view Click Edit
Save As Creates a copy of the view Click Save As, and then type a unique name
Run Opens the view in runtime Click Run
Run with Parameters Allows you to specify any values for the parameters of the view before running it. Click Run with Parameters, and then specify one or more values to run the view
Check In Makes the view available to other people Click Check In
Check Out Checks the view out for you to edit Click Check Out
Design a new Form Opens the Form Designer with the information of the view pre-populated Click Design a new Form
Generate a Form Automatically generates a form linked to the view Click Generate a Form
Delete Deletes the view Click Delete
Cancel Check Out Cancels the check out action, in other words reverts the view back to its previous state Click Cancel Check Out
Move To Use this to move a view to another category Select Move To from the menu, browse to the category where the view must be moved to and select OK
Properties Opens the Properties page where you can see the view details and actions Click Properties
  • If you use a "Runtime Only" license, only the Run option is available. To identify the type of license, go to Management Site > Licenses and check what type of license is used for SmartForms.
  • To make changes to a view you need to check out the view first. A checked out view is not available for editing by other users and needs to be checked back in for other users to see the changes made.

The Browse URLs (Testing and Runtime) are automatically set based on your environment and not stored anywhere. Called the Vanity URLs, they represent the full URL to the view or form. The first part of the URLs are stored in the K2 Environment Library and called the default runtime URL. The second part is built from an URL pattern and the view or form’s name. The server checks for URLs containing “/View/{ViewName}/” or “/Form/{FormName}/” and remaps the request to the real URL, such as the following:

http://K2DEV2SP:81/Runtime/Runtime/View.aspx?_name={ViewName}
http://K2DEV2SP:81/Runtime/Form.aspx?_name={FormName}
ProtocolWebSiteWebApplicationWebPageQueryParameters

You can build custom URLs that automatically map to the runtime URL.
For example, you have a view named TaskList2
If you type the following URLs into your browser's address bar:
http://K2DEV2SP:81/Runtime/View/TaskList2/
http://K2DEV2SP:81/Runtime/Runtime/View/TaskList2/
http://K2DEV2SP:81/Runtime/R/A/N/D/O/M/View/TaskList2/
http://K2DEV2SP:81/Runtime/HR/Employee/OnboardingView/TaskList2/

The URLs are mapped to a single URL by the server:
http://K2DEV2SP:81/Runtime/Runtime/View.aspx?_name=TaskList2
The part is fixed and can be changed in IIS and DNS
The part is the pattern matched by the HTTP Module
The part is the actual ASPX page that services the request

The duplicate /Runtime/Runtime/ is not required, and you can edit it in the K2 Environment Library as shown below to have a single /Runtime/.

The following are examples of URL conventions that you can use:

  1. Vanity URL: http://dlx/SmartForms/Runtime/Form/test+form/
  2. By ID: http://dlx/SmartForms/Runtime/Form.aspx?id=b73caa60-ea6c-4948-a77e-18e05987a2ff
  3. By Name: http://dlx/SmartForms/Runtime/Form.aspx?name=test form

The Save As action allows you to create a duplicate view with a different name. This allows you to create multiple views that are more or less similar in design, but without designing them from scratch.

Feature Description How to use it
New Name The new name given to the duplicate view Type a new, unique name
New Description The new description given to the duplicate view Type a new description (optional)
Select Category List of categories available where the new view can be saved Select a category from the list or click on the ellipsis next to the category to create a new category
Check In If you select Yes, the view is checked in when saved and is available for use by other users. If you select No, the view is still available for you to edit, but other users won't have the ability to use it yet Select Yes if the view must be checked in and be available for use by others

The Generate a Form action allows you to automatically create a form linked to the view. The form is pre-populated with the view details.

Feature Description How to use it
Category The category where the form is to be created Click on the ellipsis and select a category
Form Name The name of the form Type a unique name
Save the Form Saves the form Select the option you need
Save and edit the Form Saves the form and opens the Form Designer to in edit mode Select the option you need
Save and view the Form Saves and opens the form Select the option you need
Form Behavior Determines the rules to create for the form Select the options you need