跟着教程学K2smartforms

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由于公司在引进K2BPM时,本人正好同时跟进学习。不过途中一直遇到问题,直到找到了这个教程,蛮有用的。 该教程主要是讲的案例,涵盖了smartforms所有的使用。 如有需要的,可以看看,希望有所帮助。
K2 smartforms new to K2, or with little K2 experience View for a Smartobject For this particular application, we will use a Creating a Form with dif ferent States Smart Box-based SmartObject as the data com ● Using a Form as the user ponent, a K2 smartforms-based Form as the interface for workflow Form component and a simple, single-approval Tasks workflow. All the components in this application Creating a workflow with will be designed using K2's browser-based K2 a simple Approve/Reject Designer tool outcome Leave Request Easy This tutorial explains how to build a more Editing existing Views, Approval 30-45min advanced application by extending the basic ver- Forms and Workflows (Extended ver sion of the Leave Request Approval application Registering a service sion) and provides deeper understanding in the fol Instance and generating a lowing components of K2 applications: Data, SmartObject Forms and Workflows. The tutorial is intended Using a smart object on a for users new to K2, or with little K2 experience View to populate a drop down list In this tutorial, you will create a Smartobject Moditying the behavior of that connects to an external SQL database and a Form based on the then use that smartobject in a view. You will Form state extend the existing Views, Forms and Workflow Sending emails in a work- created in the basic version of the application flow with additional functionality From a workflow Customizing task noti perspective, this tutorial shows how to build fication emails in a work rework loops, send emails and add escalations fe Note Implementing rew You must complete the "Leave request loops in a workflow Approval(basic version)"tutorial before start- Adding escalations to a ing this tutorial, since you will be modifying workflow the Application elements that you created in the Leave Request Approval (basic version) Tutorial This tutorial uses a SQL database hosted in Microsoft Azure, and requires an active inter net connection. The sample Azure SQL Data base is intended only for tutorial and demonstration purposes and is not intended for use in Production applications and are not supported or guaranteed by K2. If necessary you can download the SQL script to recreate this database in your own environment-see the additional links in the tutorial build guide Active Dir- Intermediate This tutorial explains how to build an Application How to create an age K2 smartforms ectory User 30-45 min that can be used to display and update details advanced-mode Details from Active Directory. Your organization may Smartobject that con- Update have a need to allow users to list information nects to Active Directory from Active Directory, and keep Active Directory. Building List Views and updated by allowing users to update outdated Item views information which can then be saved back to Applying formatting and Active directo styling to controls Using form-level rules This tutorial will explain how to create a Generating Forms for Smartobject that interacts with an external sys Views tem(Active Directory, in this case)and then use Using different Forms for that smart bject in Views and Forms. You will the same workflow also learn how to build a workflow that will inter Updating Active Directory act with Active Directory using the build-in with a workflow AD wizards available in the k2 workflow ● Using Workflow Data de esigner fields as temporary data storage Transferring data between forms and Work flows Quick StartEasy This tutorial explains how to build SmartForms Creating Smart Box-based Smartobjects 20-30min for managing data for students who are enrolling at the Denallix College, using K2 Working with Views on a Designer to build an application with Data Form (SmartObjects), and a Form(SmartForms).The Customizing the View Lay tutorial is intended for users new to k2, or with little K2 experience Applying a Validation Pat tern to a contro For this particular application, we will use Creating View rules Smart Box-based Smartobjects as the data com Changing a control's type ponent and K2 smartforms-based Form as the to a Drop-down List con Form component. All the components in this tro application will be designed using K2's browser Using a data Label con- based K2 Designer tool trol and Expression to combine the data of two field Configuring display information in controls Automatically generating a form College asy This tutorial explains how to build SmartForms Creating Smart Box-based Application 40-60min for managing data for students who are Smartobjects and Approval enrolling at the denallix college, using k2 Manually creating Views Designer to build an application with Data Creating a Form with con age 4 K2 smartforms (Smartobjects), and a Form(Smart Forms).The trols. different states and tutorial is intended for users new to k2, or with rules little K2 experience Using the following con trols For this particular application, we will use Image control Smart BOx-based SmartObjects as the D Drop-Down con ponent, a k2 smartforms-based Form as the trol Form component and a simple approval work Text box control flow. All the components in this application will 。 Button control be designed using k2s browser-based K2 Configuring display Designer tool information in controls Starting a Workflow using SmartForms Approve a Workflow using a form state age 5. K2 smartforms K2 smartforms: Hello world This tutorial contains step-by-step instructions to build a very simple"Hello, World"K2 smartform using K2 Designer This tutorial is ideally suited for users who are brand new to k2 smartforms and is intended to give you a basic under standing of K2 smartforms K2 applications typically consist of four main components: Data, Forms, Workflows and Reports, and K2 smartforms is one of the options for the Forms component of K2 Applications Application Design Before we look at the design of the simple Hello, World"Form, let 's quickly review some Smart Forms concepts SmartForms Concepts: Forms, Views, Controls, Rules What is the difference between a form and a view What is a Control? what is a rule? Forms A Form is essentially the" web page"that is used by end users, and users would access a Form through a URL (web address"). Typically, a Form will contain one or more Views and Controls, and could have Rules that perform some kind of processing Views Views are re-usable collections of Controls and Rules that are usually dragged onto a Form, and are usually associated with a Smartobject as the data source for the View. For example, you may have an"Employee Details"View that con- tains all the information about an employee in your organization. The Data for this view is provided by an"Employee Smartobject which in turn retrieves data from the various systems that provide employee data. Once you create this Employee Details"View, the View can be re-used in multiple Forms. This provides an easy way of dragging and drop ping a section with Employee Information into any Form, and an easy way of maintaining the layout and behavior of the Employee Details View in one place, with any View changes automatically applied to all Forms where that View is used There are two types of views: Item Views and List Views. Item Views contain the content from just one record. List Views contain multiple rows of content Controls Controls are components like buttons, textboxes, drop-down lists, images, date pickers and so on, that are used on Views and Forms. Controls are often associated with a Smartobject property(for example, the"Name"textbox is asso ciated with the"Employee Name"data field), but Controls do not have to be bound to Fields(for example a Button or a Label control which only shows some static text on a view) age K2 smartforms Understanding forms, views and Controls orm K2 Leave Request Forn Employee Name: Denallix Administrator Department:K2 Learning Manager: DENALLIX\onno ew Email: Administratorcoderallix, com Leave start Date: [1/17/2011 d Leave End Date: 11/19/2011 Leave Type: /Study Leave Requestor Comments: Attending K2 Tra ning mit Leave Request Controls Rules Rules are the processing logic or "programming"for smartforms. For example, the Form designer might configure a Rule that fires when a button is clicked on a form and then add some actions to that rule to do something such as showing a message box and saving data Rules consist of Events, Conditions and Actions. An Event is when something occurs(such as a button clicked), a Condition checks to see if some criteria has been met(such as required form fields have values)and an Action says do something if the event and conditions are met(such as starting a workflow and then showing a message to the user Rule Designer 点 ctions 4 0 When Save Button is Clicked prompt for decision and save item x Enabled y s)Comment when save Butten is clicked Event +l Smartobject Interaction 日 Data Transfer athen get confirmation from user in a dialog writh Confirm heading and Are 田 Navigati。n if the View pa alidation (configure Actions 4 Control Interaction 日th lete the following one after anoth a Workflow Interaction then execute the Create List Item method (configure) Browser Interaction Conditions P then show a message to the user(configure) a subview Interaction then close the browser window 图 Subform interaction 日se a visibility a then show a message to the user(configure 已 Notifications g Gel cunfirrle iwn fruin user a show a message a Browse to a Message Form p send an e-mail Cond tions Action age 7 K2 smartforms Design of the"Hello World"Form The form we will build in this tutorial allows the user to input their name, and when the user clicks a button, checks that a Name was entered and then shows a dialog box that returns the name entered along with the current Date Behavior of the "Hello, world"Form Hello world form Enter your name Jake Hello world When the user clicks the button check that a name was entered and Hello jake then show a message Today is:2015-04-28 and include todays date OK As simple as this scenario sounds, this tutorial covers some basic principles about views, Forms Controls and rules By following this build guide, you will learn How to build a View and customize the formatting How to add controls to a view How to create a Form and add a view to the form How to configure a rule When you are ready to begin, please continue on to the" Hello, World"Build guide for the step-by-step instructions to build this smartForm age K2 smartforms Building the"Hello, World"SmartForm This document contains the step-by-step instructions to build the simple"Hello, World"K2 SmartForm. If required, please refer to the Application Design topic for an overview of the SmartForm to understand what the Form does creating folders is not required, but it is recommended because using a logical folder structure will help to keep the ng In Step 1, we will prepare the K2 category system with folders to store our SmartForm's components(strictly speaking, Smart Forms environment organized). In Step 2, we introduce you to Smart Forms by building a simple Smart Form view that contains some simple formatting and controls, and executes basic Rules. In Step 3, we will build a Form to contain our View and in Step 4, we will test our new SmartForm Step 1: Preparing folders in the Category System for the Application The first step in our application is to create the categories that will house our form and view. You can think of cat- egories as"folders"that contain things like Forms, Views, SmartObjects and Workflows. While it is not necessary to group elements into folders like we do here, it does help to keep the similar elements organized and grouped, espe cially for larger Applications that may contain several Smartobjects, Views, Forms and Workflows Step 1 Tasks 1. Launch K2 Designer, then create a new category under All Items called K2 Learning 2. Create a new category under K2 Learning called Hello world 3. Create two new categories under Hello world called Forms Views Step 1 Walkthrough 1. Launch K2 Designer(Start> All Programs >K2 blackpearl >K2 smartforms>K2 Designer (If the shortcut is not on your desktop or if you are not using a K2-provided virtual machine for this tutorial check with your K2 administrator to find out what the web address(URL) is for your k2 Designer envir onment and then open the site using a browser like Internet Explorer, Chrome or Firefox. We recommend using Firefox or Chrome since these fast web browsers tend to be a little more responsive) 2. In this step we will create a new category under All Items for our application. Right-click All Items and select New Category Name the new category K2 Learning Note If you work through additional tutorials, you can create those application categories all under this K2 Learning category to keep them organized. If you are sharing this environment with oth ers, you can add your name to the category name to distinguish it from other users'tutorials Page 9 K2 smartforms K2 Designer Search K2 Designer #s My Items 日A|I New Category f(少 Retest Sort by Ty 3. Create a new category under K2 Learning and name it Hello world 4. Create two new categories under Hello world and name them orms Views Your category folders should look like the image below when you are done 日PK2 Learning 日□ Hello world Forms Views STEP 1 REVIEW In this preliminary step, we created categories("folders")for the elements of our Hello World Application.Cat- egories are not required, but they do help you keep things neat and tidy, especially as you build larger Applications that contain multiple forms, views, Smartobjects and workflows In K2 terms, application" refers to the all of the elements that make up a single project Step 2: Create a new View e will begin our Form and View construction by building our Hello World View. This View will contain a label, a text box and a button control the button control will be configured with a rule to show a message after it has been clicked Remember that views are logical groups of content. One Form might contain several Views. Views by themselves can not be accessed by users; they must be contained within a Form for your users to access and submit them Step 2 Tasks 1. In K2 Designer, create a new Item View and name it Hello world 2. On the Create Layout Table Only configuration screen, set the number of Columns to and the number of rows to Page 10

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