Expense Claim

This tutorial covers advanced K2 concepts while guiding you through building an Expense Claim application from scratch. You will build and configure artifacts that cover the four primary components of a K2 application: Data, Forms, Workflow, and Reports. The Data component includes building two SmartObjects that connect to external data sources, in addition to two SmartBox SmartObjects. In Forms, you will learn how to manipulate the configuration and behavior of a form through states and rules. You will learn how to manually configure a SmartForm-workflow integration without using a wizard. The Workflow component includes configuring two business analysis models, where business data is analyzed, and the workflow will be directed based on the values of the data. The Report component includes building a composite SmartObject that binds two different data sources, resulting in a list that joins system-generated workflow instance reporting data, with data from a SmartBox SmartObject.

This tutorial covers the following concepts:

• Creating and using roles for task recipient assignments.
• Connecting to external data sources to leverage their properties and methods as SmartObjects.
• Creating SmartBox SmartObjects with associations.
• Building an Expense Claim form that contains three views.
• Using rules to manipulate form, view, and control visibility and functionality.
• Creating a workflow from scratch.
• Configuring workflow start rules.
• Using data analysis to determine the path of the workflow.
• Using data analysis to determine a task recipient.
• Using task wizards to configure states and rules for SmartForm-workflow integration.
• Using reminders (escalations) to keep your workflow moving.
• Adding a state and rules to manually configure SmartForm-workflow integration without using a wizard.
• Creating a composite SmartObject using workflow instance data joined with SmartBox SmartObject data for custom reporting.

We recommend that you review the : Expense Claim Application Design to understand the design and intent of each part of this application, and how the various parts of this application come together.

This tutorial consists of 5 parts:

Part 1: Data

1. Add the Expense Claim Categories
2. Create a Role for the Finance Processing Task Recipient
3. Create Service Instances for External Data Sources; Generate a SmartObject
4. Create the Expense Claim Currency Code SmartObject
5. Create the Expense Claim Header SmartObject
6. Create the Expense Claim Details SmartObject

Part 2: Forms

7. Create the Expense Claim Header (Item) View
8. Create the Expense Claim Details (List) View
9. Create the Finance Processing View
10. Create the Expense Claim Form

Part 3: Workflow

11. Create the Expense Claim Workflow
12. Configure the Start Step
13. Add a SmartObject Method Step to Update the Status
14. Add a Decision Step to Analyze the Total Amount Due
15. Add the Claim Approval Task Steps
16. Add the Originator Rework Task Step
17. Add the Finance Processing Task Steps
18. Add an End Step to Complete the Workflow
19. Deploy the Expense Claim Workflow and Assign Workflow Rights
20. Edit the Expense Claim Form (Originator State)
21. Edit the Expense Claim Form (Claim Approval State)
22. Edit the Expense Claim Form (Originator Rework State)
23. Edit the Expense Claim Form (Finance Processing State)

Part 4: Use

24. Submit Expense Claims
25. Action the Claim Approval
26. Rework a Claim; Resubmit a Claim
27. Complete the Finance Processing Tasks

Part 5: Report

28. Create the Expense Claim Report Composite SmartObject
29. Create the Expense Claim Report Item View
30. Create the Expense Claim Report List View
31. Create the Expense Claim Report Form
32. Use the Expense Claim Reports

Part 6: Clean

33. (Optional) Clean up your K2 environment by deleting the application artifacts

First Step: 1. Add the Expense Claim Categories