Form categories

K2 Business Apps distinguishes multiple types of forms and each has is own section in the app.

Apps

An app in K2 Business Apps is a form of which a single instance exists. Every time you open an app, the same form is opened and the data entered in a previous session is restored.

Drafts

The page Drafts start on a page where all active instances - drafts - are shown. Using the plus sign, a new page will be opened where you can select the form you want to create an instance of. You can think of it as an e-mail: when clicking new, a new e-mail instance is created where you can start typing. When closing the e-mail without sending it, it is saved as a draft and can be edited at a later time. You can also create a second e-mail instance, work on it, and save it as a draft, etc.

Tasks

A task in K2 can be linked to a form where the task information is shown, entered and submitted. When the form used in the task is marked as a Task form in the K2 Business Apps Management Forms, tasks assigned to you that use this form will be shown in K2 Business Apps. Once a task is actioned using a K2 rule, it will be removed from the tasks list.

Menu Item

As of version 1.5 of K2 Business Apps, forms marked as a menu item will be shown in the menu. This means you can open one of these forms from anywhere in the app, even while working in another form. Users are limited to opening one form marked as menu item at a time, so you cannot open form 1 from the menu, followed by opening form 2 from the menu.