Application Form

You can configure specific forms as Application Forms which makes these forms easily accessible when you use the K2 Mobile app and K2 Workspace. You can access Application Forms in the Forms section of K2 Mobile and in the My Forms section of K2 Workspace. You can also access and action forms offline with K2 Mobile. See the Offline Availability topic for more information on offline forms, and see the K2 Mobile product documentation for information on using forms in K2 Mobile, settings you can configure, and more.

K2 Mobile App Application Forms

K2 Workspace Application Form example

Follow the steps below to create an Application Form in K2 Designer:

  1. Design a form.
  2. On the Layout tab, expand the Advanced section of the form properties.
  3. Enable the Application Form property to make this form available in K2 Mobile and K2 Workspace. You can also enable the Offline Availability property if you want to allow offline use of the form in K2 Mobile. (These properties are not dependent on each other and a form can have one or both options checked. Typically, you may enable the Offline Availability property and disable the Application Form property for a workflow task form because you do not want the form available in the Forms folder in the K2 mobile app but you still want to access the task form offline.)
    • Application Form: Shows the form in the My Forms folder in K2 Workspace. When using the K2 mobile app, the form is downloaded to the device and shows in the Forms folder of the app.
    • Offline Availability: Makes the form available for offline use in K2 Mobile. See the Offline Availability topic for more information about using offline forms.
  4. Finish the form.
  5. To show the form in the My Forms section of K2 Workspace, move the form to the Application Forms folder under the System folder (or you can create the form in this folder to start with).
  6. You can now access the form from the Forms section on the menu bar of K2 Mobile.

    And in the My Forms section of K2 Workspace.

You can link to Application Forms from a source external to K2 Mobile on iOS using deep links.

A deep link is a URI that links to a particular location within the K2 Mobile App. You can use deep links to open specific pages in the K2 Mobile application. You can set up the following types of deep links:

  • Link to the Task Detail Card.
  • Link to the Task Form.
  • Link to the Application Form.

You can send deep links to users in notification emails (for workflow steps), in a normal email, by SMS or from a website and other ways a link is typically shared. When you tap a deep link, the detail card or form opens. If the K2 Mobile App is not running, it opens and shows the login screen. However, the deep link context is lost in this case and you are not taken to the detail card or form. You must tap the deep link again (while K2 Mobile is running) to open the detail card or form.

Building a deep link

K2 deep links have a unique prefix of 'K2' - the public facing K2 server address (the server you log into when using the K2 Mobile App), and the target detail card or form. For example: K2://m1.denallix.com/task/[task serial number]

Target Type Deep link Example
Task K2://[server]/task/[serial_number]
Task Form K2://[server]/task/[serial_number]/form
Application Form K2://[server]/form/[system name]
The application form deep link uses the system name of the form and not the display name.

If you build the deep link as part of a customized email notification within a workflow, you need to manually type in the URI but you can drag the task serial number for a task or application form from the context browser as shown in the following image:

You may not use spaces in the form system name or the deep link URI breaks. You can manually enter the form system name substituting any spaces with the + (plus) character.