Forms

In K2 Applications, forms are web pages that allow users to interact with the application, such as capturing and displaying the data associated with the application, starting workflows and completing workflow tasks. Examples of forms include leave forms, expense claim forms, or forms that capture SharePoint list item data.
Two form options are available for applications created with K2 for SharePoint:

  • SharePoint Forms: The default SharePoint forms used to create New items, or Display and Edit existing items in the SharePoint list/library.
  • K2 smartforms: Customizable K2 smartforms used to create New items, or Display and Edit existing items in the SharePoint list/library.

The standard SharePoint forms such as the New, Display, and Edit forms can be replaced with equivalent K2 smartforms which can easily be extended and customized to suit the application's requirements. SmartForms can be used to capture information in SharePoint lists and libraries, to initiate workflows on items in the list or library, to action workflow items, to interact with other line of business (LOB) systems through SmartObjects. SmartForms also offer more advanced user Interaction features such as sub forms, dialog boxes, tabs, multiple views and much more.

  • If you make a change to a SharePoint list (for example, you insert or delete a column), make sure to update the corresponding SmartObjects, forms, and views if required. Generate these items from the K2 Application page.
  • If you make any changes to a SmartObject that you would like to see included in your form, update any corresponding forms and views by deleting and regenerating them. If forms are regenerated, the existing forms will be overwritten with new forms and any customization to the existing forms will be lost. Alternatively, you can manually update the forms and views using the SmartForms designer.