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     Hi guys, im trying to add additional items to a form (an expense claims list) without having the user fill the form multiple time , so this is what i want to do

fill an expense claims list, and when i click on add new row , i want a subview to pop up where  the user can fill a subform and it saves in the parent form, kindly advise on the best and Least time consuming way to acheive this.

   Thanks  

Make sure you have the sub-view created prior to implementing your rules.  The item ID is the important part about passing data back and forth from a subview.


 


On the list view you’ll configure the list item click event.


 


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Settings:


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Input:


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The values that your passing into your subview come from the list view properties.  You'll drag them over as seen below:


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Have the update event fire from the sub-view. When a button (close or done) is clicked you can configure the close subview rule to refresh your recently updated list.


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Let me know if you have any trouble with this.


Hi David, 

 

 Thanks for the  reply however ,Let me try to explain my situation a bit better, im new to K2 in genaral hence im not too familiar with how certain things work , so pls forgive my naivete ,

What im trying to achieve is this 

 

An expense claims list for employees, the employee has several claims for a particular expense , so i want him to fill out a particular list for just one claim , save it and it populates into another tab, and he can then click on add a new item and den fill expense claims section again , , he saves it and the second tab gets updated , over and over , without clearing any existing data 

 this is what ive achieved so far 

 

i created a list in sharepoint and then clicked on the K2 application tab in the sharepoint taskbar , this then takes me to a page wher i select al d available input ( smartforms, smartobjects, workflows, report), it then creates new , edit and display views , forms ,attachments , ive tried foloowing suggestions in the articles ive been able to access but it basically just feels like im groping in the dark, i wonder which of the lists to configure( views, forms, or smartobjects),

ill really appreciate a detailed explanation or an article you can refer me to

 

 

   Thanks in advance   


Hi Jay88,

 

This video may be of help: http://www.k2.com/expenseclaims_video

 

As well as this: http://help.k2.com/k2lm-200yhz.aspx


     Thanks guys, the article and video really helped, but i get the sense that i cant create a form with views in it using a sharepoint list , i tried and i couldnt get the ID s for the various header and detail ID, etc, and creating smartobjects from the sharepoint site just creates attachments smart object , i dont know if the blackpearl core training is of any help.

    Pls profer assistance


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