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I just started using K2 last week, and am still learning about everything. I just created a simple test workflow, but did not set a folio for some of my events. Obviously, this wasn't a smart move.


I want to change the folio to something dynamic, but I cannot find the option to change the folio after the fact. Is that an option somewhere?(I am using K2 Studio with the wizards. No coding.)

I'm sorry, but I don't believe it is possible to change the folio after a work item has been created without dropping to code.


Within blackpoint this is difficult since normally you can only set the folio using a Process Integration wizard but its set once when the process starts and you can't change it.  Within the blackpearl product you would normally drop down into code in a server event and write code similar to:


K2.ProcessInstance.Folio="Some new value";


One potential workaround though is to add the following blackmarket event template to K2 Studio which allows you to set the folio:


http://www.k2underground.com/groups/k2_wizard_-_set_folio/default.aspx


Note this wizard was written for blackpearl but should work the same with blackpoint.  Also note that  with the release of blackpoint 4.5 K2 changed the blackpoint license agreement so that you can add custom event templates to K2 Studio which makes this approach viable.


Thank you to everyone who replied. Yes, there is no way to change the folio of a work item once it has been created without code.


However, I was able to change the whole workflow folio by going back into the SharePoint Process Integration wizard.


Would you mind sharing the steps that you can take to change a folio after it has been created?  I didn't even think it was possible, so I would definitely be interested in knowing how...


In K2 Studio, under the Process Tab, my SharePoint Workflow Integration process was there. So I double clicked on that to open the wizard again. I then basically clicked next through each prompt till I got to the Start Page option page. The workflow folio is an option there.


 Here is a link to a picture of the wizard:


>View:http://www.k2underground.com/members/Easternwind/files/Workflow.jpg.aspx:550:0]


Ah, I think we misunderstood the question.  I thought you were trying to change the folio of the process instances that were already running - sorry for the misunderstanding, I'm glad you figured it out without us so-called 'experts' :)


In Web Designer there is a Server Event called "SET FOLIO", where you can concatenate Sharepoint List columns, workflow context fields, etc. I suppose that is also available in K2 Studio.


For instance, after you complete the process, you could set the item folio to: "(COMPLETED) Name - ID"


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