Smart form
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K2 Smart Forms allow users to create customizable forms without code using a drag-and-drop interface. The forms can integrate data from various systems using SmartObjects and be tied to workflows. The K2 Designer is used to create SmartObjects, views, pages, and workflows, while runtime forms provide the end user experience. Smart Forms support integration with many common business systems and allow reuse of components across applications and devices. However, Smart Forms also have some limitations related to copying/pasting in the designer, tight coupling between views and SmartObjects, and lack of action scripting capabilities.
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Smart form
- 2. K2 smartforms overview A faster, easier way to create forms for business applications. No code, no loss of control. Drag and drop reusable components into place, tie the form to a workflow, use data from various systems, roll it out and move forward
- 3. Components There are two components to K2 Forms: • The K2 Designer is a browser based design canvas that allows you to create SmartObjects, Views Pages, and Workflows. • Runtime K2 Forms are the end user experience of working with Views and Pages, also browser based.
- 4. SmartObjects Use K2 SmartObjects to integrate workflows with any line-of-business system Active Directory and Exchange to create and manage user and email accounts SQL Database Oracle SharePoint Microsoft Dynamics CRM SAP create and update Word documents and automatically generate PDFs using workflow and data Note: SmartObject options limited by Designer.
- 5. SmartForms vs InfoPath InfoPath • InfoPath will discontinue. • You need SharePoint or InfoPath Client. • InfoPath support multiple data sources. • Allow Code Behind. • SmartForms is future compliant. • You don’t need SharePoint or any Client. • SmartForms Coupled enabled. SmartForms • Any server side action through smart objects.
- 6. Browsers Supports Currently, several browsers are supported: • Internet Explorer 8 or 9 • Mozilla FireFox 3.6 • Safari • Google Chrome 8
- 8. Technical Features Design DATA TRANSFORMATION Reuse EXTENSIBILITY INTEGRATION ADDITIONAL FEATURES
- 9. Design Browser-based, drag-and-drop design environment Design once for use across different applications and devices (Html5) Create forms that use information from line-of business systems through K2’s SmartObjects Auto-generate views and forms Create list views to display information with built-in search and filtering Create item views to capture or display detailed information
- 10. Design Create and manage multiple versions of a form Create forms with K2’s extensive set of controls, or create your own Control form appearance using K2 themes and styles, or create your own Create the desired form layout with tables and tabs Create condition-based rules that control form behavior Allow multiple languages. (It is not official) Accessibility Compliance
- 11. DATA TRANSFORMATION Use aggregation functions to easily summarize list-based information. Create expressions to transform data, selecting from more than 90 available operators. Validate data with conditions and patterns.
- 12. REUSE Reuse views across forms Reuse forms across business applications Use the same form for multiple steps in a workflow
- 13. EXTENSIBILITY Extend the list of out-of-box controls by creating your own Create additional themes Add custom validation patterns
- 14. INTEGRATION Create forms to start new workflows and to interact with workflow tasks. Make use of stages to control forms and reuse across multiple steps of the workflow.
- 15. ADDITIONAL FEATURES Use K2 to build and run business applications Integrate forms into existing web-based business applications Allow Logging and debugging ?_debug= Debug = 1, Message = 2, Info = 3, Warning = 4, Error = 5 Open views and forms as subforms to capture or display related information Create a form once and render it across platforms and devices HTML 5 support Create PDF forms for dissemination and offline access Fully integrated with SharePoint
- 17. SmartForms Limitations Designer: Bugs. You cannot copy/paste SmartForms tightly coupled to SmartObjects. View tightly coupled to one SmartObject. You cannot add action script. Conditions Limitation. Form usability limitation. Validation Limitation. SEO Limitation. Impersonation. SSO complexity Leakage in Support and documentation
- 18. REPORTS DESIGN Create custom reports that include K2 workflow data and K2 SmartObject data using the drag-and-drop K2 Report Designer Access K2 workflow and SmartObject data in standard report creation tools like Microsoft PowerPivot and SQL Report Builder Use the K2 Event Bus to set up custom notifications based on specific workflow or data events, including information from both line-of-business systems and workflow data
- 19. REPORTS USE Out-of-the-box process reports include information like number of instances, user performance, average duration, etc. Get real-time visibility into your running processes with an out-of-the-box graphical, real-time workflow report SharePoint-based K2 Process Portals provide a single place to manage and view critical information about all K2 applications Customize to display only the information that’s important to you Integrated with SharePoint
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