Smart form

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Smart form

  1. 1. K2 Smart Forms
  2. 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. 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. 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. 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. 6. Browsers Supports Currently, several browsers are supported: • Internet Explorer 8 or 9 • Mozilla FireFox 3.6 • Safari • Google Chrome 8
  7. 7. Smart Forms TECHNICAL FEATURES
  8. 8. Technical Features  Design  DATA TRANSFORMATION  Reuse  EXTENSIBILITY  INTEGRATION  ADDITIONAL FEATURES
  9. 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. 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. 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. 12. REUSE  Reuse views across forms  Reuse forms across business applications  Use the same form for multiple steps in a workflow
  13. 13. EXTENSIBILITY  Extend the list of out-of-box controls by creating your own  Create additional themes  Add custom validation patterns
  14. 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. 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
  16. 16. SmartForms Authentication  Windows  Forms  SSO
  17. 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. 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. 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
  20. 20. Reports
  21. 21. Reports
  22. 22. Reports
  23. 23. Reports
  24. 24. Reports
  25. 25. Reports
  26. 26. Reports
  27. 27. Reports
  28. 28. Reports
  29. 29. Reports

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