We're updating some of our product names. K2 Five will soon be Automation On-Prem. You may see both product names in our help pages while we make this change.

Form - Properties Page

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

Feature	Description	How to use it
Edit	Allows you to edit the form. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Click Edit
Rename	Renames the form. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Select the form and click Rename
Save As	Creates a copy of the form	Click Save As, and then type a new name
Run	Opens the form in runtime	Click Run
Run with Parameters	The Run with Parameters option is available when you add a view, or form parameter or form states. This option allows you to specify any values for the parameters of the form before running it to test and troubleshoot your form states without using a workflow. You can add the State query string parameter to the URL of your form: ?_state=[value] where the value is the state name. However, the preferred method is to use the Run with Parameters option from K2 Designer, select the form and use the Run with Parameters option. When you use the Run with Parameters feature, testing different parameter values may result in unexpected behavior. You should only use this feature if you fully understand the impact of doing so.	Click Run with Parameters, and then specify one or more values to run the form
Check In	Makes the form available to other people	Click Check In
Check Out	Checks the form out for you to edit	Click Check Out
Design a new Workflow	Opens the Workflow Designer	Click Design a new Workflow
Delete	Deletes the form. If you don't see this option you don't have delete rights. For more information on the different rights, see the Authorization topic.	Click Delete
Cancel Check Out	Cancels the check out action and reverts the form back to its previous state	Click Cancel Check Out
Move To	Use this to move a form to another category. If you don't see this option you don't have modify rights. For more information on the different rights, see the Authorization topic.	Select Move To from the menu, browse to the category where the form is to be moved, and select OK
Security	Opens the Security dialog where you can grant people View, Execute, and Security rights to the form. For more information on the different rights and how to assign them, see the Authorization Overview topic.	Click Security
Properties	Opens the Properties page where you can see the page 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 form you must check out the form first. A checked-out form is not available for editing by other people and you must check it back in for other people to see the changes you made.

Browse

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:

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

See How To: Access a Form or View by URL for more information about accessing a form or view by URL.

Save As

The Save As action allows you to create a copy of the form with a different name. This allows you to create multiple forms 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 form	Type a new, unique name
New Description	The new description given to the duplicate form	Type a new description (optional)
Select Category	List of categories available where the new form can be saved	Select a category from the list or click the ellipsis next to the category to create a new category
Check In	If you select Yes, the form is checked in when saved and is available for use by other people. If you select No, the form is still available for you to edit, but other people won't have the ability to use it yet	Select Yes if the form must be checked in and be available for use by others
Clone Views	If you select Yes, duplicate views are created for the form. If you select No, the existing views are used on the duplicate form	Select Yes if duplicate views are to be created in the same category, and type a new name for each of the new views. Alternatively select a new category.