CANCELED K2 Five Core - Virtual Classroom Training 


  • 10/21/2019 3:00 PM (UTC)
  • 10/25/2019 9:00 PM (UTC)

The K2 Five Core course is an instructor-led training course offered to active customers and partners.  The course provides the fundamental knowledge required to work with K2, and covers the core components, functionality and use of K2 Five.  This course will be delivered in a virtual classroom setting with a live instructor.  Join instructions will be provided upon registration confirmation.  

Class Dates and Daily Schedule

This class has been canceled.  

A virtual training day consists of two daily sessions: 10am - 12pm and 2pm - 4pm Central. These daily sessions include instruction, discussion and lab work.  During the "extra" time (12pm - 2pm), students may catch-up on labs. The instructor will be available for lab questions during a portion of this session.


6 K2 Service Credits per student

Confirmed Registration:

Please note that we have a maximum number of 10 students in this class.  You will receive confirmation of your registration via email once 6 credits have been deducted from your K2 Portal account and you have a confirmed seat in the class. 


K2 Five: Core training course provides the fundamental knowledge required to work with K2, and covers the core components, functionality and use of K2 Five. This course is the foundation for all subsequent specialized competencies offered by K2, and should be completed before branching into a specialized competency. The following modules are included:

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 applications.

K2 Apps
Learn how you can easily and quickly install or generate applications with the K2 Apps feature, how to configure and administer these apps, and how to customize them.  

Introduction to the K2 Designer
Get a quick, high-level overview of the K2 Designer: what it is, how to launch it, what the category system is, and how to create a folder in the category system.  

SmartObjects Fundamentals
Learn what a SmartObject is, including examples of SmartObjects and how they can be used, what K2 SmartBox is, and the basics of creating SmartObjects in K2 Designer.

SmartForms Fundamentals
Get introduced to SmartForms including the main components of SmartForms: views, forms, item views, list views, controls, rules, and dependency checking. Learn how to build views and forms in K2 Designer.

Workflow Fundamentals
Get a high-level introduction to K2 workflows, including how to build them with K2 Designer, some of the basic steps you can use in workflows, and the key differences between user tasks and system tasks. You will also learn how to use SmartObjects and SmartForms in workflows.

Using K2 Applications
Learn how end users can interact with K2 and with applications built with K2.

Reporting  Fundamentals
Understand reporting in K2 at a high level, including the role-based reporting model used in K2. The module shows examples of each of the available reports, explains when and how users employ them, and what kinds of data they contain.

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

SmartForms — Intermediate
Learn some more advanced SmartForms concepts and techniques, such as configuring cascading drop-down lists and validation in forms.  This module also discusses styling, tabbed forms, list views, header-detail forms, and exposing forms to users.

Workflows — Intermediate
Dive a little deeper into more complex workflow components and techniques, such as reminders and deadlines, voting scenarios, rework workflows, parallel workflows, how to customize emails and use components like the Context Browser.

Reporting — Intermediate
Focus on basic custom reporting in K2, such as using the reporting controls in K2 designer to build custom reports using SmartForms.  This module also describes how to use third-party tools like Excel to build custom reports by leveraging the OData data source.

Who Should Take This Course

  • Citizen Developers (no-code application building)
  • Developers who will write code against the K2 services and APIs
  • System administrators and infrastructure specialists
  • Project Managers
  • Business Analysts
  • Solution Architects
  • Support (helpdesk) staff
  • Administrators



For further details please contact