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Smart form

Date post: 18-Nov-2014
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K2 Smart Forms
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Page 1: Smart form

K2 Smart Forms

Page 2: Smart form

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

Page 3: Smart form

Components

• 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.

There are two

components to K2

Forms:

Page 4: Smart form

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.

Page 5: Smart form

SmartForms vs InfoPath

InfoPath

• InfoPath will discontinue.• You need SharePoint or InfoPath Client.• InfoPath support multiple data sources.• Allow Code Behind.

SmartForms

• SmartForms is future compliant.• You don’t need SharePoint or any Client.• SmartForms Coupled enabled.• Any server side action through smart objects.

Page 6: Smart form

Browsers Supports

Currently,

several

browsers are

supported:

• Internet Explorer 8 or 9 • Mozilla FireFox 3.6 • Safari • Google Chrome 8

Page 7: Smart form

Smart FormsTECHNICAL FEATURES

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Technical Features

Design

DATA TRANSFORMATION

Reuse

EXTENSIBILITY

INTEGRATION

ADDITIONAL FEATURES

Page 9: Smart form

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

Page 10: Smart form

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

Page 11: Smart form

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.

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REUSE

Reuse views across forms

Reuse forms across business applications

Use the same form for multiple steps in a workflow

Page 13: Smart form

EXTENSIBILITY

Extend the list of out-of-box controls by creating your own

Create additional themes

Add custom validation patterns

Page 14: Smart form

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.

Page 15: Smart form

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

Page 16: Smart form

SmartForms Authentication

Windows

Forms

SSO

Page 17: Smart form

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

Page 18: Smart form

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

Page 19: Smart form

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

Page 20: Smart form

Reports

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Reports

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Reports

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Reports

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Reports

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Reports

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Reports

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Reports

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Reports

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Reports


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