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K2 Core

( Duration: 5 Days )

The K2 Core training course provides you the fundamental knowledge required to work with K2 while covering the core components, functionality, and use of the K2 platform.

By attending K2 Core workshop, you will understand how and why K2 is used by organizations and how to install or generate apps with the K2 App Wizard. You will also build basic SmartObjects, SmartForms, and workflows and combine them into a process-centric business app. In addition, we will show you how users interact with apps built with K2, how to use K2’s reporting capabilities, and how to administer K2 apps.

  • Anyone willing to learn K2



K2 Essentials

  • Learn more about K2 at a high level, focusing on the platform as a whole, why you would use K2 and how K2 is used by various roles in an organization. We will also briefly describe the elements of K2 apps.

Installing and Configuring Apps

  • Learn how you can easily and quickly install or generate apps as well as how to configure, administer, and customize them.

K2 Designer

  • Learn the ins and outs of the K2 Designer: what it does and how to use and navigate through it. Also get a better understanding of the the Category Browser.

Data Interactions (using SmartBox SmartObjects)

  • Deep dive into data integration with K2's SmartBox SmartObjects technology. Learn how to create a SmartBox SmartObject, attach properties to the element, and define what kind of data types are available for use. Learn how to edit SmartBox SmartObjects and its properties post-creation.


  • Learn what SmartForms are and how to use the K2 Designer to build them. This section will also cover SmartForm types and their features and capabilities including: List Views, Item Views, Controls, Rules, and integration with workflows.


  • This module will provide everything you need to know about workflows within K2: the makeup of workflows through workflow patterns and concepts, using the Workflow Designer and starting a workflow, and how to start a workflow. Additionally, You will get a better understanding of Server Tasks, User Tasks, Actions and Notifications as well different decision steps and their outcomes.

Using K2 Apps

  • Understand how to interact with the K2 Workspace, SmartActions, Mobile Applications and Forms.


  • This module will cover all things about reports - the different types of reports available as well as how to access and use them to troubleshoot any issues with your app. You will also see what security measures are available around reporting in K2.


  • Learn how to use the K2 Management site to perform common administration tasks such as configuring permissions, managing workflows and workflow instances, managing users and workflow tasks, and managing SmartObjects.

SmartObjects: Intermediate Skills

  • Learn SmartObject terminology in deeper detail and understand how to use SmartObjects to integrate your K2 apps with external systems. This module also discusses SmartObject associations and composite SmartObjects.

SmartForms: Intermediate Skills

  • Graduate to the next level of expertise with SmartForms in this module. You will deep dive into Controls, SmartForms Parameters, and Enhanced Rules. This session will also cover how to build manual integration between forms and workflows as well as manual Views and forms and header/detail forms. You will also learn how to use Form Tabs and gauge your SmartForms performance.

Workflows: Intermediate Skills

  • Dive a little deeper into more complex workflow components and techniques such as reminders and deadlines, voting scenarios, and rework/parallel workflows. You will also learn how to customize emails and use components like the Context Browser.

Reporting: Intermediate Skills

  • Focus on custom reporting such as using the reporting controls in K2 Designer and SmartForms. This module also shows you how to use third-party tools like Excel to build custom reports by leveraging the OData data source.

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.