How to connect Nintex K2 to a SharePoint Online list and access list data in a workflow?

Question

Hi everyone,I’m currently developing a workflow in Nintex K2 and I need the workflow to retrieve data from a SharePoint Online list.I’m quite new to K2 and I’m not sure what the correct integration/setup process is between K2 and SharePoint.My requirement is basically:SharePoint Online List → K2 → SmartObject → K2 WorkflowI would like to use the SharePoint list data inside the workflow, for example to retrieve/list items and use the column values in the workflow.I have access to K2 Management, and I can see SharePoint-related Service Types such as SharePoint Site Collection and K2 for SharePoint, but I’m unsure which one should be used and how it should be configured.My main questions are:What is the recommended way to connect K2 to an existing SharePoint Online site/list?	Do I need to create a Service Instance in K2 Management using the SharePoint site URL?	Which SharePoint Service Type should be used?	What authentication method should be configured for SharePoint Online?	Does K2 for SharePoint need to be installed/activated on the SharePoint site first?	After the connection is configured, how do I generate or access the SharePoint list as a SmartObject so that it can be used in the workflow?If possible, I would really appreciate a step-by-step example of the required configuration from SharePoint Online → K2 Management → SmartObject → Workflow.Thank you!

PavelS · Answer

Hi,I’d say your thoughts are pretty much correct.Here are brief answers to your main questions:1. I'd recommend using the standard integration available in K2, which is described in the documentation, for example in these articles:https://help.nintex.com/en-us/nintexautomation/icg/5.9/Content/Plan/Integration/Microsoft-SharePoint.htmhttps://help.nintex.com/en-us/nintexautomation/icg/5.9/Content/Prepare/SP/SP-PrepOnLine.htmhttps://help.nintex.com/en-us/nintexautomation/userguide/5.9/Content/WelcomeLandingPages/NintexK2ForSPLanding.html2. Not exactly - you won’t be creating the Service Instance manually; that’s one of the steps involved in setting up this integration, in K2 Management under Features - SharePoint Site Collection.3. There are a number of service types in use that have something like “SharePoint” in their names, but don’t worry about that, because they are automatically created as part of the integration process.4. When setting up integration with SPOnline, integration with Entra ID is performed, and a new AAD identity provider is created in K2. Typically, this authentication method is then used as the primary option, and the default AD (K2) can be manually disabled so as not to confuse users about how they should authenticate.5. The Nintex K2 SPFx add-in should be deployed to SPOnline before creating a SharePoint Site Collection Feature instance in K2 Management. I usually deploy it not as a tenant-wide extension, but only on selected sites,where we want to have K2 integrated.6. Once the SharePoint Site Collection Feature instance wizard is complete in K2 Management, on the SPOnline site where you’ve activated it, you can generate SmartObjects above a list or library, which will provide you with all the methods available for that object type.Writing a detailed step-by-step guide here would take quite a while. I think that if you study the reference documentation - which, by the way, will likely lead you to other articles - you’ll know how to do it.And if you have any questions, just ask; someone here will probably be able to help you.Good luck!

Sign up

Log in with SSO

Login to the community

Log in with SSO