Leave Request (Basic Version)

In this beginner-level tutorial, you will learn how to build a simple leave request application using K2 Designer. This application will combine data (SmartObjects), Forms (SmartForms forms and views), and a workflow into the context of a process-driven business application.

The application itself is a basic Leave Request Approval application. The workflow contains a (user) Task step, where the assigned approver will either approve or reject the request. System tasks will update the request status throughout the workflow. Behind the scenes, the request data is stored in a SmartBox SmartObject, and we will use SmartForms to allow our users to interact with the application.

If you want to learn a little more about the application you are about to build and how it will behave, please review the design of the application in Leave Request (Basic Version): Application Design.

After you complete the Leave Request (Basic Version) tutorial, you can extend it by building the Leave Request (Extended Version) tutorial. In the extended tutorial, you learn how to edit an existing SmartObject, connect to (and use) external data sources by way of SmartObjects, and extend the workflow to add reminders and rework loops.

For this scenario we use sample users. You can create your own test users to work with. Depending on the type of scenario you build, you may need to configure specific security settings such as Designer authorization for these users. For more information about managing your environment see the Administer section.

Steps

1. Add the Application Categories
2. Build the Leave Request SmartObject
3. Build the Leave Request Item View
4. Build the Leave Request List View
5. Build the Leave Request Form
6. Create the Leave Request Workflow
7. Add a SmartObject Method Step and a Task Step
8. Add a Decision Step
9. Add Additional SmartObject Method Steps and End Step
10. Deploy the Leave Request Workflow
11. Assign Workflow Rights
12. Set the Folio Value
13. Set the Current User's Details on the Request Form
14. Set the Requester's Details on the Manager's Approval Form
15. Test the Leave Request (Basic Version) Application
16. (Optional) Clean up your K2 environment by deleting the application artifacts

First Step: 1. Add the Application Categories