K2 – How To K2

The Endpoints Assembly service type enables you to wire up .Net assemblies in K2 Five by exposing their public static methods as SmartObject methods available to SmartForms and Workflows. This video shows you how to use the Assembly endpoint service type to integrate K2 with a DLL library file that can provide more functionality to forms and workflows, or connect to a data service provider that does not already have a service broker provided by K2. Applies to K2 Five only. This is part of our IT Developer training course.

The OData service broker can access entities, work with entity relationships, system types, and call methods from OData-compliant service endpoints, by exposing these items via SmartObjects for use in SmartForms and Workflows within your K2 applications. This video shows you how to use the OData endpoint service type to integrate K2 with an OData service provider in K2 Five and K2 Cloud. This is part of our IT Developer training course.

After creating an advanced SmartObject that connects to an external data provider, you will want to test to make sure all the methods perform correctly before use in an application. This video from our IT Developer course shows how to test a SmartObject created from the Endpoints WebService service type in the K2 Management site.

When calling a method from a SmartObject, some underlying service objects will require parameters be passed in when querying an external data provider for information. You can use Service Object method parameters to make inputs mandatory when calling SmartObjects. This video from our IT Developer course talks about how this works.

Advanced SmartObjects allow K2 SmartForms and Workflows to access data that comes from external data providers like SharePoint, Oracle, and Dropbox as opposed to K2 SmartBox SmartObjects. This data can be integrated into SmartForms and Workflows that are part of your K2 application structure. This video from our IT Developer course shows how to surface data from a Microsoft Azure SQL database.

K2 Service Objects expose properties and methods from an object like a database table that lives in a database table in Microsoft SQL Server. They are created when you create a K2 service instance that points to a specific data provider instance like a SQL Server database table. This video from our IT Developer course examines existing service objects that exist in a K2 environment after a service instance is configured.

SmartObjects use K2 service instances to connect to a specific data source instance like one of your Microsoft SQL Server databases or perhaps your corporate SalesForce environment. This video is from our IT Developer course and it will show you how to create a service instance that points to a SQL server database.

Within a K2 workflow, the start step gives you three options for configuring the start of a workflow instance. This video, from our IT Developer course, talks about how to automatically configure the workflow with the workflow start step by having the start step wizard help you configure it.

When creating a package with the K2 Package and Deployment tool, you may have various additional properties for some of your artifacts that need to be configured based on the target environment your package is destined for. For example, an email server name. In this video from our IT Developer course, you will learn how to use variables in a K2 package to handle this requirement.

The Task Step in K2 workflow is used to assign tasks to human recipients than include individual users, members of groups, and members of K2 Roles. Task recipient rules can be used to determine which recipients should receive a task assignment based on SmartObject data and workflow conditions. In this video from our IT Developer course, we look at how to configure a task recipient rule to determine task assignments based on data.