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Hi,

I have a simple form consisting of 3 views. One view is for a request and the other two views are for two levels/steps of approval by different managerial levels.  The fist view has a submit button (Create Button) in the form works well. The filled out data fields in the form are registered in the smart object and available in the workflow. The problem lies with the updating of the additional approval data fields on the forms/views. The Workflow is very simple:

 

Start -->  Email 1 --> UserTask (Approval1) --> Email 2 --> UserTask(Approval2) --> Email 3

 

The emails just send all the SmartObject data values so that I can see what data is populated or not. All data is one SmartObject and the form is presented in 3 different States.

 

The two approval views both have their own submit button (Save Button), but apparently, the edited values in these views don't get saved in the Smart object nor are available in the workflow.

 

Anybody know what I am missing? I have used all the autocreate wizards in the designer but I still can not get this to work

 

My goal is to have a form where all the users (Applicant, Approver 1 & Approver 2) do everything in this one form. Each user has there own section (view) which they process. All data is in one SmartObject.

 

I am quite new to K2 Five, so please explain things in simple terms

Hi Kjell Magne


 


Any error when you save button? Normally, save action smart object have to ID for that SMO, Did you check that workflow send ID back to the Form?


 


you can try follow tutorial as link below for acclimate K2 new version . This application will combine data (SmartObjects), Forms (SmartForms forms and views), and a workflow into the context of a process-driven business application.


https://help.k2.com/onlinehelp/k2five/userguide/5.1/default.htm#Tutorials/Build/LeaveRequestBasic/LeaveRequestBasicOverview.htm%3FTocPath%3DTutorials%7CLeave%2520Request%2520(Basic%2520Version)%7C_____0


 


 


Also, you can using references saves you time when building your workflow. you can use references to add content to an email, change the value of the folio, and set or update other properties . see as link below:-


https://help.k2.com/onlinehelp/k2five/userguide/5.1/default.htm#K2-Workflow-Designer/Use/References/References/References.htm?Highlight=create%20reference


 


 


https://help.k2.com/onlinehelp/k2five/userguide/5.1/default.htm#K2-Workflow-Designer/Use/Toolbox/Basic/CreateReference/Create-Reference.htm?Highlight=create%20reference

Hi,


 


The above mentioned by Macky are perfect as it is much similar to what you mentioned your end goal is.


 


Regarding the two approval views that dont get saved, do you make use of a Save Rule within your Workflow Task state?
This save method will save fields into your smartobject with the new changes the user made.


 


Below is a tipical example of how to add and configure a Save method:
https://help.k2.com/onlinehelp/k2five/userguide/5.0/default.htm#Tutorials/Build/LeaveRequestExtended/10SaveManagerChanges.htm


 


Kind Regards
Jaco

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