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:
- You have a K2 environment set up and have access to K2 Designer.
- You have a basic understanding of K2 workflow and forms.
Step 1: Create a new form
- Log in to K2 Designer and navigate to the "Forms" tab.
- Click on the "New Form" button.
- Enter a name for your form, e.g., "Manager Approval Form".
- Choose a form template (e.g., "Simple Form") and click "Create".
Step 2: Add fields to the form
- In the form designer, click on the "Fields" tab.
- Click on the "Add Field" button.
- Choose the field type (e.g., "Text", "Date", "Dropdown", etc.) and enter a field name (e.g., "Request Description").
- Repeat this process to add more fields as needed (e.g., "Request Type", "Request Date", "Manager's Name", etc.).
Step 3: Add a workflow
- In the form designer, click on the "Workflow" tab.
- Click on the "Add Workflow" button.
- Choose the workflow type (e.g., "Approval") and enter a workflow name (e.g., "Manager Approval Workflow").
- 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
- In the workflow designer, click on the "Tasks" tab.
- Click on the "Add Task" button.
- Choose the task type (e.g., "Approval Task") and enter a task name (e.g., "Manager Approval Task").
- 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
- In the workflow designer, click on the "Approval" tab.
- 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
- Save the form and workflow.
- Deploy the form to your K2 environment.
Step 7: Test the form
- Test the form by submitting it and verifying that it triggers the workflow and sends the request to the manager for approval.
- 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.