Create a new manager approval form in k2 designer

Here's a step-by-step guide to creating a new Manager Approval form in K2 Designer:

Prerequisites:

Step 1: Create a new form

  1. Log in to K2 Designer and navigate to the "Forms" tab.
  2. Click on the "New Form" button.
  3. Enter a name for your form, e.g., "Manager Approval Form".
  4. Choose a form template (e.g., "Simple Form") and click "Create".

Step 2: Add fields to the form

  1. In the form designer, click on the "Fields" tab.
  2. Click on the "Add Field" button.
  3. Choose the field type (e.g., "Text", "Date", "Dropdown", etc.) and enter a field name (e.g., "Request Description").
  4. Repeat this process to add more fields as needed (e.g., "Request Type", "Request Date", "Manager's Name", etc.).

Step 3: Add a workflow

  1. In the form designer, click on the "Workflow" tab.
  2. Click on the "Add Workflow" button.
  3. Choose the workflow type (e.g., "Approval") and enter a workflow name (e.g., "Manager Approval Workflow").
  4. Configure the workflow settings as needed (e.g., set the approval level to "Manager", set the approval type to "Single Approval", etc.).

Step 4: Add a task to the workflow

  1. In the workflow designer, click on the "Tasks" tab.
  2. Click on the "Add Task" button.
  3. Choose the task type (e.g., "Approval Task") and enter a task name (e.g., "Manager Approval Task").
  4. Configure the task settings as needed (e.g., set the task assignee to "Manager", set the task due date to "Today", etc.).

Step 5: Configure the approval settings

  1. In the workflow designer, click on the "Approval" tab.
  2. Configure the approval settings as needed (e.g., set the approval level to "Manager", set the approval type to "Single Approval", etc.).

Step 6: Save and deploy the form

  1. Save the form and workflow.
  2. Deploy the form to your K2 environment.

Step 7: Test the form

  1. Test the form by submitting it and verifying that it triggers the workflow and sends the request to the manager for approval.
  2. Verify that the manager can approve or reject the request and that the outcome is recorded in the workflow.

That's it! You have now created a new Manager Approval form in K2 Designer.