Add the HotDocs SmartObject to a Process

You must add the HotDocs SmartObject to a K2 process before you can use it to assemble documents or produce answer data.

Prerequisites

Before adding the SmartObject to a process, you must:

  1. Register the Service Type
  2. Register a New Service Instance
  3. Create and Execute a New HotDocs SmartObject

To add the SmartObject to a process

When adding a HotDocs SmartObject to a K2 Process, use the following steps as a guideline:

  1. Open K2 Studio.
  2. Create a new project or open an existing project.
  3. In the Solution Explorer, expand the project and create or open a process.
  4. Navigate to the Event Wizards menu.
  5. Drag and drop SmartObject Event onto appropriate location on the canvas.
  6. In the SmartObject Wizard, click Next add an Event Name.
  7. Click the Context Browser button next to the SmartObject Method field.
  8. Navigate to SmartObject Server(s) > SmartObject Server.
  9. Navigate to the HotDocs SmartObject created in the K2 SmartObject Tester.
  10. Expand the package node and from the packages list, expand a template node.
  11. Expand the Single Method node.
  12. Select an option:
  13. Click Add.
  14. In the SmartObject Event Wizard, click Next.
  15. Click the right arrow on the right-hand side of the window to display the context browser. Open the Process/Activity Data tab and expand Data Fields.
  16. In Input Mapping, drag and drop data fields from the Context Browser into the Value column for the appropriate Input field. This maps data from the process to fields used in the SmartObject.
  17. Click Next.
  18. In Return Mapping, drag and drop data fields from the Context Browser into the Value column for the appropriate Return field. This maps the data returned from the SmartObject to business data within the process.
  19. Click Next.
  20. Click Finish.

The new mapping appears in the process. You can now link the SmartObject to other stages in the process.