Building Workflows with K2 Studio - Fundamentals,This learning module introduces the K2 Studio design environment and describes the fundamental concepts used when designing, assembling and deploying applications with K2 Studio.,100.IAHVersion:2 Revision:1Duration: 4 hours, SourceCode Technology Holdings, Inc. All Rights Reserved,Module prerequisites and target audience,Target AudienceSharePoint administrators, site owners and SharePoint designersWorkflow designers (e.g. Business Analysts, Analyst Programmers) Workflow developers (e.g. .NET Developers, SharePoint developers)Prerequisite knowledgeFamiliarity with SharePoint 2010SharePoint terminology (sites, lists, libraries, items)Familiarity with Microsoft InfoPath (optional)Basic knowledge of K2CompatibilityK2 blackpearl V 4.5 update 1420 or laterScopeIntroduction to K2 StudioFundamentals of designing, assembling, deploying, executing and monitoring K2 applications built with K2 Studio,K2 Studio Introduction,Client tool installed on the users computerTargeted at Business Analysts, Developers and more advanced K2 workflow designersUsed to create K2 SmartObjects and K2 workflowsAll wizards are availableNo code,Installing and Launching K2 Studio,K2 Studio is installed with the K2 Setup manager (Client Components)K2 Studio is launched with desktop shortcut/start menu,Typical workflow applications built with K2 Studio,SharePoint-centric processesSharePoint item processes (e.g. Document review and approval)SharePoint admin processes (e.g Site creation and security management)Workflows with SmartForm formsUse K2 smartforms to start workflows or complete user tasksWorkflows with InfoPath formsUse thick-client or web-based InfoPath forms to start workflows or complete user tasksWorkflows with custom forms/custom applicationsGenerate forms and then customize the formsUse code to create user interfaces (e.g. ASP.NET forms)Workflows with simple to advanced complexityMultiple approvals, dynamic task routing and voting scenariosMultiple repeating EscalationsRework loops and parallel pathsCall SmartObjects almost anywhere in the workflowUse any of the wizards to integrate with enterprise systemsCall external assemblies without any codeNote: writing custom code IN a workflow is not possible in K2 Studio,LAB A: “Hello, World!” using K2 Studio,In this lab exercise, the instructor will guide you through creating a simple process using K2 Studio,10 minutes,Show Context,K2 Workflow Terminology,Process/Workflow,Activity,Outcomes,Client Event (User Task),Server Event,Lines with Line Rules,Event,Lines,Application Development Cycle,DESIGNProcess Discovery and DesignDetermine Integration with LOB systemsDesign User Interfaces and Reports,ASSEMBLECreate User InterfacesBuild workflows and SmartObjects with K2 StudioIntegrate with systems using wizards and SmartObjectsConfigure workflow rules and behaviorBuild custom reports,DEPLOYPublish K2 artifacts to K2 ServerConfigure process portal (optional)Configure process securityPublish other application artifacts,EXECUTEStart workflowComplete tasksRespond to notifications,MONITORError managementWorkflow ReportsOptimize,DESIGN,ASSEMBLE,DEPLOY,EXECUTE,MONITOR,Design (1/2),PeopleHow are people authenticated?Who is allowed to start, report on or administer the workflow?Who are the participants and how are they identified (Roles, Groups, Org Structure etc.)Other application security/authorization concernsFormsHow will users interact with the application?What data is important on the Forms to allow users to complete their work?Form mock-ups or use cases are very usefulDataWhat data is important in the workflow, and how should that data be captured/retrieved/updated?Will the data be used elsewhere?Data audit requirementsWhat systems does the application need to interact with and how would that integration work? Are these existing SmartObjects for the integration?,DESIGN,Note: Learning module 200.IDO Gathering specifications and requirements for K2 projects describes the design process in much more detail,Design (2/2),WorkflowHow will the workflow be started? Manually by a user or automatically by K2/another system?What are the activities/steps in the workflow?Are specific tasks performed by humans or systems?If tasks are performed by people, who are those people?What work is performed in each task?What are the decision points, conditions and paths in the workflow?What are the rules regarding Notifications and Escalations?Are the rules static or dynamic?Draw a Workflow diagramReportsWhat reports are required?How will users access reports?,DESIGN,Note: Learning module 200.IDO Gathering specifications and requirements for K2 projects describes the application design process in much more detail,Assemble: High-level tasks,Set up resources and dependenciesCreate the required SharePoint Lists or Libraries and other data sourcesSet up integration pointsDefine security groupsCreate SmartObjectsCreate and deploy SmartObjectsCreate FormsCreate K2 SmartForms, InfoPath forms or custom User InterfacesCreate WorkflowsSetup process Start and process PropertiesDefine Process-level and Activity-level Data Fields Add References, if neededAdd Activities and define Activity-level rulesConfigure Client Events and add Destinations, Actions and OutcomesConfigure Server EventsSet up Lines and Line RulesConfigure EscalationsDesign ReportsIf required, create custom reports (external design tool),