Best method the capture, approve and export to word

  • 30 June 2014
  • 1 reply
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Hi 

I have a requirement to capture over 100 pieces of information (text fields) by various individuals that will then go for various approval routings and eventually be consolidated and exported into a set word template.Does the market place have any pre-built tools built within the K2 environment to enable this? If not what would the best approach be? Many thanks.


1 reply

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Hi Bob,


 


Which K2 platforms are you considering to use for this workflow? I would personally use a SmartForm to capture the users information and add a SmartForms Event in the process and using SmartForms integration to integrate the SmartForm into the process, then I would use SharePoint integration and a SharePoint Document Event to create and store the user's input in a document. 


 


Here are some links on this:


SmartForms Integration


SmartForms Event


SharePoint Integrtion


SharePoint Events


 


Regards.

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