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Hi,


I have a 3 part query about K2 Blackpoint workflows, InfoPath forms and SharePoint form libraries. First some background...


As a requirement for a K2 Blackpoint workflow implementation we need to associate existing InfoPath forms that reside in a SharePoint form library with a K2 workflow, as the identities of the users that need tasks allocated to them is inside the forms (as active directory identity fields).


The forms exist with the *.xml data files stored in the form library and the *.xsn form templates stored in a separate document library. The forms have been published to the form library as content types. We have stored the forms in a form library in this way so that when users click on a form it opens on the user's PC in the InfoPath client.


Our first problem is that when we try to create the workflow in K2 Studio the form library containing the forms is not visible under our site in the Process tab. The default document and image libraries are visible under "Libraries" under our site on the Process tab, but not the form library. Can anyone help us with why this might be, and how we go about seeing a form library and its contents?


Secondly, once we can see into the form library, what is the best way to associate a form with the workflow?


Thirdly, once we have associated the form with the workflow, how do we access the data in the forms? Do we need to promote the fields we want to see? Do we need to integrate the forms with SmartObjects?


Thanks in advance,


Chris


 

Hi Chris,


Firstly, with regards to not seeing your Forms Library, ensure the K2 blackpoint Service account is a site collection administrator on the site. K2 blackpoint builds up the site structure using a web service and it uses the K2 blackpoint Service account to retrieve the Lists/Libraries. If this user does not have rights to the List/Library it will probably not show up in K2 Studio.


Secondly, associating your form templates to K2 blackpoint processes: You can download the InfoPath form templates and then integrate them by specifying the source on the File system during the InfoPath Integration Wizard. Specify that the form be published to SharePoint and select it to be deployed as a content type. When the process is deployed K2 blackpoint will upload the template as a content type to SharePoint.


Thirdly: Once you have integrated your form with K2 blackpoint all the fields inside the InfoPath form can be accessed using the XML field inside the K2 blackpoint process. You can gain access to the XML field by navigating to the K2 Object Browser and selecting the Process/Activity Data tab (3d from the top). All your fields will be under the XML field with the same name as your InfoPath form template. You can now use these fields to assign your destination users.


Hope this helps!


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