Simple workflow development with forms.docx - Simple...

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Simple workflowSo lets get started with designing a workflow with K2 Five. We are going to build a simple workflowto create annual leave requests. The Smartforms and SmartObjects have already been built.1.Go to the K2 Five Designer2.Click on ‘Workflow’3.The workflow design wizard will load up and ask to enter in a name and thelocation of where you want the workflow to be saved to.4.Lets give the workflow a name like ‘HR.WKF.AnnualLeave’, the way I havenamed the workflow is that so we can identify what solution the workflow
belongs to. In this case the ‘HR’ solution.5.Now lets choose the location, click on the blue ‘workflow’ link underneaththe workflow name. A window will popup showing a list of folders.6.Select the ‘HR’ folder’ and click on ‘Ok’. If there is not a folder therealready then click on ‘Create Folder’ and enter in the name ‘HR’.7.On ‘Ok’, the folder window will close and the folder location under thename will say ‘HR’
8.Now click on ‘Create’ button, this will now take us into the new designcanvas.9.When the canvas loads up, we are presented with a smart assist helper togive us a brief introduction into the new workflow designer. You can click on theleft and right arrows to view the helpful clips and then click on close after youhave finished.
10.Welcome to the new K2 Five workflow Designer11.The Smart Assist is always present within the new designer and when youare new to the designer it will suggest what to do next. You can either just click‘x’ and it will close the smart assist for this workflow or you can click ‘Got It’ andit will assume you know what you are doing. In this case I am going to just goingto click on ‘x’ to close it.12.Once the smart assist is closed the first thing you will notice is now simplethe designer now looks. There are a couple of things that are very different if youhave used K2’s previous workflow designers both web and studio. Activities,steps and events are gone and now replaced with ‘Shapes’ So throughout therest of this guide you will notice I will be using term ‘Shape’ instead of event. Sofor example ‘I am going to drag the ’email shape’ onto the canvas instead of theemail event’13.So on the canvas we start with the ‘Start shape’ and you can see it has puta maker where we can place the next shape.
14.So now that we have a canvas to build the annual leave process on. On thelefthand side of the canvas we have a toolbox of all the shapes that the workflowcan carry out like creating a task, sending an email etc.. To view the shapes clickon ‘>’ to expand the toolbox.15.Click to expandExpanded Toolbox16.The first shape we are going to drag onto the canvas is a Task. Drag thetask shapeinto the placeholder on the canvas. The canvas should look likethe image below. A ‘!’ explanation mark will be displayed against the task shape,
don’t worry about that, K2 is just letting us know it’s not yet configured.17.Now Click on the Task shape on the canvas and now the righthand side

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Term
Spring
Professor
N/A
Tags
The Panel, Double click, Panel painting, Drag and drop, workflow patterns

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