On Demand: K2 Cloud + K2 Five Overview

 

Late last year we launched the K2 Five and K2 Cloud platform.

The rate of updates to the K2 Cloud has been impressive with new enhancements and features added every 3 to 6 weeks. ​​​​​​​ In order to help keep up-to-date with the new enhancements, we would like to start a bi-monthly webinar to overview these new capabilities and enhancements.

This video will provide an in-depth overview of the capabilities of the new K2 Five and K2 Cloud.

During this video we will focus on:

Highlight the key feature changes and updates from K2 4.7 Demo the new simple K2 drag and drop designer Differences between the on-premises and cloud versions of K2 How to integrate both of these into Power BI using the new OData providers.

SmartStarters and Application Wizard for K2 Cloud

The latest update of K2 Cloud includes a couple of new features that make creating new K2 apps as simple as few mouse clicks! Empower your business users by allowing them to create their own apps by taking advantage of these great new features.

K2 SmartStarters are ready-to-use applications for common use cases like IT Service Requests, Job Postings, and Task Management. SmartStarters are fully built solutions that you can deploy and have up and running in minutes. These solutions are fully customisable, so you can run them as is, or update to suit your needs.

The K2 Application Wizard allows you to quickly create K2 applications via a wizard that will generate the application for you. You can build customised applications like a Marketing Collateral Approval process or a Customer Satisfaction Survey in just 4 simple steps.   The Application Wizard is the perfect solution for the business user who just wants to create a solution without having to know how to build SmartObjects, views, forms, and workflows.

Both the SmartStarters and Application Wizard are available from the new Apps page in the K2 Workspace. Let’s have a look at each option in more depth.

 

SmartStarters

At the time of posting there are 26 different SmartStarters available for install, including for common business processes like IT Service Request, Training Request, and Travel Approval (see Creating Applications with SmartStarters for a full list and detailed instructions on deploying).

Use the “Install” button on the “All Apps” page to select a SmartStarter application

A list of available SmartStarters will be displayed.

Click the “Details” button to view the SmartStarter application. Here you can see what the application form and workflow looks like

Click the “Install” button to start the install process. A popup will appear showing you the app download and install progress. Allow a minute or 2 for the application package to be downloaded and installed. After the application has finished installing, you will be given options to configure the application.

Each SmartStarter comes with its own landing and administration pages.  The administration page will allow you to modify any lookup data or user groups used by the application forms and workflow.

Once your SmartStarter is installed and configured it is ready to go!

From the landing page, you can submit a new form and start the workflow process. But what if the form fields are not exactly what you want, or the workflow does not match your own businesses process? The great thing is that these apps are fully customisable. Simply find the app in the designer (Under Apps->K2->SmartStarters) and you can edit the SmartObjects, Views, Forms, and Workflow to suit your requirements.

 

Application Wizard

You can use the Application Wizard to generate a new application from a pre-defined template or select the option to create your own custom app. The application templates currently available are categorised under the application types Submit for Approval, Send a Survey and Create and Edit Lists (see Creating Applications with Application Wizards).

To create a new application using the Application Wizard we open the Apps workspace and click on the “New” button in the “All Apps” or “My Apps” page.  This starts the Application Wizard to step us through the application creation process.

Give your app a name and select to create an app from an existing template, or build a fully custom application. To use a template, select the Application Type to see a list of available templates.

To see more info about the template click the “More Details…” link.

Once you have selected a template you can make any changes you need to it, such as adding new a question to a survey. Once you have done this you can click “Preview and Finalise” to start the app creation or click “Next (Additional Options)” to configure any application-specific options.

Once you click “Preview and Finalize” a workflow will start to get administrator approval and create the application. Once this is complete you will get an email advising your app is ready to go! As with the SmartStarters you can also modify your app after it has been created by finding the related artifacts in the K2 Designer (Apps->K2).

Written by Andrew Blinco, Technical Evangelist – K2