SmartObject Context Menu

You can use the context menu for actions you can take on a SmartObject. Alternatively, select a SmartObject in the category tree or right-click the SmartObject and select Properties to access the actions.

Action What it does How to use it
Edit Allows you to edit the SmartObject properties, methods and associations Select Edit from the menu
Save As Creates a copy of the SmartObject Select the SmartObject and click Save As, supply a name and category to save the SmartObject to
Design a new View Allows you to design a new view using the selected SmartObject Select Design View from the menu
Generate a View Allows you to automatically create a view and form from the selected SmartObject

Select the SmartObject and click Generate a View.

  • Select the category the views and form must be saved to,
  • Select the type of view(s) to be created,
  • If a form must be created,
    • Define the form behavior,
    • Add the form name
Delete Deletes the SmartObject from the category tree (note that deleting a SmartObject might cause dependency issues in views and forms that are linked to the SmartObject) Select the SmartObject and click Delete
Move To Use this to move SmartObjects to another category Select Move To from the menu, browse to the category where the SmartObject must be moved to and select OK
Show Category Takes you to the location of the SmartObject in the Category Tree

Select Show Category from the menu
Properties Opens the Properties page where you can view the SmartObject details and actions Select Properties from the menu

Select the Save As option to create a copy of the SmartObject. By selecting the Save As feature, the details of the current SmartObject are used to create a duplicate SmartObject, but saving it under another name. This allows you to create multiple SmartObjects that are more or less similar in design, but without the effort of creating new SmartObjects for each one.

Field Description
New Name The new name for the duplicate of the current SmartObject
New Description The new description for to the duplicate of the current SmartObject
Select Category List of categories available where you can save the new SmartObject

Use this option to automatically generate views and a form for the selected SmartObject. The SmartObject details are used by K2 to create items such as controls (e.g. buttons, labels, images, text boxes etc) and default rules. You can then edit the views and form to customize them. Use this page to specify the category, type of view to be created for the SmartObject, and provide specifications for the form. K2 then automatically creates the selected views and form based on all the SmartObject properties and methods.

Field Description
Category The category where the views are created
Item/List/Editable List Select the views to create
Generate a Form Select this option if you want to generate a form for the SmartObject and views
Category The category where the form is created
Form Name The name of the form to create
Save the Form Saves the form
Save and edit the Form Saves the form and opens the Form Designer for you to edit the form when you click OK
Save and view the Form Saves the form and opens the form to view when you click OK
Form Behavior Determines the rules to create for the form
View Creation Uses display controls when the Item view is created. If you want to use the controls to input values, do not select this option (see the considerations section below)
  • When editing a SmartObject, any tab can be accessed immediately by clicking on it
  • Changing the SmartObject name after it has been saved, only changes the display name and not the system name. The name change is automatically applied to any views , forms or workflows using the edited SmartObject
  • All views, forms and workflows use the latest version of a SmartObject. You cannot access or select a previous version of a SmartObject. Once a SmartObject is modified and saved a new version number is allocated to it.
  • When you auto-generate views and forms and you select the Create the Item View using display controls option, a read only view is created. This is typically useful when creating views where no input is required and only data must be displayed, such as an account statement. The following applies if you select this option:
    • The view is read only, in other words, you cannot capture data at runtime
    • The controls are displayed as labels
    • You can select a label and edit the properties of the control
    • The view contains only display controls and no input controls
    • No methods are added to the view
    When this option is not selected, the following applies:
    • The view is fully editable and you can capture data at runtime
    • The type of control as configured in the SmartObject is added to the view
    • You can edit controls
    • The view can contain both input and display controls
    • Methods are added to the view as configured in the SmartObject