Build a Reporting Engine using K2 SmartForms: Introduction and Terminology

I can’t recall the last time I’d been this excited about building a new feature.

My client has a high-touch, high-visibility application — and I mean “high-touch” more in the sense that a lot of people use it, rather than it gets used often (quantity as opposed to duration, I guess). At the top of my clients’ Christmas list this year was a new feature for building and persisting reports that can be used to monitor the progress of work items through their process.

I wanted to build them a reporting engine that was flexible enough to provide insight from multiple data sources, and with an interface that was as familiar and intuitive as possible.

Continue reading “Build a Reporting Engine using K2 SmartForms: Introduction and Terminology”

Build a Reporting Engine using K2 SmartForms: Introduction and Terminology

Search for Text within K2 SmartForms Rules

I’m supporting an application that has a large number of rules inside the SmartForms. My task is to change some text. Instead of combing through all of the views and forms to find the text I need to change, I thought I’d try to work a little smarter.

Continue reading “Search for Text within K2 SmartForms Rules”

Search for Text within K2 SmartForms Rules

The Devil is in the Details

I was having trouble with a SmartForm view recently — I couldn’t figure out why execution of this SmartObject method was taking so long! I could execute the SmartObject from within the SmartObject Services Tester and it would complete in less than a half-second; I even went down further and ran the procedure directly from SQL Management Studio… everything at the data layer looked “clean and green.”

Continue reading “The Devil is in the Details”

The Devil is in the Details

Adding an Auto-Save Capability to an Editable SmartForm View

This post is all about saving you time by telling you where to best implement an auto-save capability on a SmartForm or editable view. An auto-save capability would mean removal of a Save button or toolbar button from the form in favor of Save rules being executed from some other rule, providing a seamless experience for the user.

Continue reading “Adding an Auto-Save Capability to an Editable SmartForm View”

Adding an Auto-Save Capability to an Editable SmartForm View

Comments Support for Rules in K2 SmartForms 4.6.9

 

This is an enhancement I’ve really wanted to see: SmartForms Rules in version 4.6.9 now have name and description properties. Much like comments in code, these should be immensely helpful for developers new to a project who have to figure out what rules do what.

Continue reading “Comments Support for Rules in K2 SmartForms 4.6.9”

Comments Support for Rules in K2 SmartForms 4.6.9