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Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.
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new to K2 Five workflows. Anyone suggest useful links-articles for K2 Five workflows [Task Assignment , Approvals] integrtated with SQL server. Â
Our design of the purchase request workflow is to make a completed workflow non-editable.There is a requirement to update a PO number in the form after it was completed. What is the best practice to do this?1. direct database record update with:UPDATE dbo.tablenameset FieldName = '999999'where ColumnFieldName = A11111;2. update the form to allow only the purchase order administrator to update the completed form3. update the workflow application to allow only the purchase order administrator to update the completed formI am new to K2. Are there other possibilities?Thank you.
We recently upgraded to K2 5.1. We installed some of the pre-built Apps and created App using the App Wizard. Everything works well except when we need to select a user. For example, it is possible to define the list of Administrors for an App using the administration forms. When we try to add a new administrator, we key in the user name and the system goes into an infinite loop (we waited up to 20 minutes and never got a result). In case this is relevant, we use Windows AD. I checked the administration form and the picker used to select a user is based on the UMUser SmartObject and call the "Get Users" method. The selected Filter Properties are FQN and DisplayName.  I created a view from scratch with a picker and reproduced the issue. If I uncheck FQN in Filter Properties, it works fine. Bug?
Hi, If anyone has intergrated k2 with Dynamics 365 then please suggest the possible approach, I have K2 % installed on our server. Thanks you Divya Raj
new to K2 : We have textbox/drop down values like x , y and z and having button called search.Once user select some x , y and z values and click search button , we have to populate the data in the smartform grid view.Kindly provide any reference links/suggestions.Thanks in Advance.
Hi All,  I am having an error when I start workflow from the form. The workflow start when the form submitted. I get the following Error. Can you please direct to me to the right direction to solve the error? Thank you, The full error is below.  Failed to convert parameter value from a string to a Int32. Type:SourceCode.SmartObjects.Client.SmartObjectExceptionSource:SourceCode.SmartObjects.ClientMethod Base Member Type: Method Name: ExecuteScalar Module Scope Name: SourceCode.SmartObjects.Client.dll Declaring Type Full Name: SourceCode.SmartObjects.Client.SmartObjectClientServerStack Trace:at SourceCode.SmartObjects.Client.SmartObjectClientServer.ExecuteScalar(SmartObject smartObject, DataTable inputTable)at SourceCode.Forms.AppFramework.FormRuntime.SmartObjectExecution(BrokerSmartObject brokerSmo, SmartObjectBrokerMetaData brokerMetaData, Boolean outputDependencies, SmartObjectClientServer smoClientServer, Queue`1 soInstances)at SourceCode.Forms.AppFramework.FormRuntime.WorkXm
new to K2 : I am going to create a login authentication screen in K2 Five.Kindly suggest any article/out of box solution to implement.  Â
We have an on premise K2 Five instance connected to SharePoint Online so we use both Windows and Azure login methods in our environment. However, if a user is in SharePoint, I would have expected the default login to go to Azure instead of forcing the user to choose one method or another every day. Has anyone found a way to default the login method from SharePoint but allow the choice from any other K2 site (Designer, Management, Workspace, etc)? Â
So far I haven't seen any documentation on using the runtime API with K2 five outside of REST. The user guide only mentions REST and OData. The Developers Reference link on the K2 five documentation page is still to the old 4.7 documentation. Does the existing client and management .Net API still work with K2 five for things like custom worklists, etc?
It would be nice to see all places where smart object methods are used before running P&Dif the smo is bound to a form, you can see this from the designer, but many times there are one-off method calls used in rules.does anyone have a script built or easy way to see all places a method is used in a rule?this would help better determine impact of changes to a smartobject
Does anyone know how to deploy a custom workspace to another environment? Or do I need to remake it in every environment?
We are technically evaluating a scenario using K2, could you please help to advise if K2 have any such connectors/ integrator present that can read exchange email content and attachment(pdf)?Our invoicing team wants to automate the current flow that contains below steps:Initiation: Invoicing Team gets mail from a third-party vendor with external Email IDs within a given format(along with attachment). Approval 1: After checking the details of email content and attachment attached approver1 forward that to 2nd level approval based on some property. Approval 2: Approver 2 do the digital signature on that attached document and pass to approver 3 Approval 3: Approver 3 again do the digital signature and do approved/reject action on that, then notification send to 3rd Party Vendor to inform that invoicing process completed. Now here we would like to ask is K2 having the capability to read exchange email and create an item in SharePoint or DB based on extracted content also save email attachm
We have the problem that when uploading a file from a smartform into a SharePoint Online Document library (see attached) that the file is not getting uploaded. The problem is that it does not always occur. We can work for 3,4,5,6 hours without nothing occuring and sometimes it can occur within the first hour of working.  I assume the problem is that the Sharepoint online connection is not getting renewed and therefore not able to upload the file.  My question: is it possible to have the K2 service logoff or disconnect from SharePoint Online after each time the user has completed the upload.Â
Hi All,    I thought it might be helpful to compile a running list of design changes big and small from 4.7 to Five (including 5.1). I will be updating this and adding more features as I go along, but for now thought I would start out with stuff that has come up with customers and info that can be found in the K2 Five Release Notes (http://help.k2.com/kb002044 if you would like to take a look yourself). Please feel free to add on to this list in the comments as well.      - If you need to use the concatenate function in the Workflow designer, go to Operators > Text and use "Join". The function is still labeled as "concatenate" when configuring expressions in the Views/Forms designer.     - Process Overview Report and User Overview Report are available through vanity URLS ([Server]/Report/ProcessOverview and [Server]/Report/UserOverview respectively). All other reports can be found in Management > Workflow Server > Workflows > Workflow >Process Details > Reports.     -
Hi, See below email content.Basically Planned End date is null from my DB, I want to display as null as this field is not mandatory.But the email in my workflow task is displaying "1/1/00*personal details removed*:00:00 AM", how to validate or workaround? Description: test no end datePlanned Start: 20*personal details removed*T00:00:00Planned End: 1/1/00*personal details removed*:00:00 AMRequest Type: CLIRRemarks:  ThanksDabuskol
Before migrating to K2 5.1, could I know from those who are already on it: - how stable it is? (e.g. any major bugs that cause difficulty in development work or usage of the K2-developed apps)- how is the peformance? (slower than 4.7 or same or faster?) Thanks in advance.
 I get so far with workflow, which I find very difficult to use. Are there any example workflows to review which will help in learning workflow? Thanks! BillK
Hi -I am trying to install a pre-built smarter from the catalog, but it is throwing a very generic error that it failed to load the list.  When I set a proxy setting in the IE connection settings while logged in as the K2 service account, the list does load successfully. Can I set a proxy value in a config file somewhere that will persist? If not, what would be the connection information that needs to be opened on our firewall? "com.K2.App.System.Workspace.Form.CatalogSmartStarterUnable to Load the List    There was an error loading the list, please contact your Administrator."  BrandonÂ
I have a problem converting a certain form to pdf so i can print it, the problem is my form has 4 tab pages, I want to download the fourth tab page but when i click my print button the 1st and 2nd tab page only get converted to pdf, . How do i specificaly covert the 4th tab sheet. i did not use the workflow to use this save as pdf control, i implement evrything in a button. I am new to K2, I started almost 3 months ago
Hi All, I am using rest api in k2 five to start a workflow.I follow the guide in https://help.k2.com/onlinehelp/k2five/devref/5.0/default.htm#Runtime/WF-REST-API/WF-REST-c.htm But I need in advance to pass variable workflow when start workflow. Is it possible to pass varibale workflow in restapi with c# code.I've already try to use Datafield and XMlField but the variable still didn't filled. this below Json format that I pass to restapi, but didn't work (category and initiatetype is my variable that I want to pass){"expectedDuration":86400,"folio":"start|K2:K2daniel|20*personal details removed*:10:59","priority":1,"xmlFields":[{"name": "Category","value": "0"},{"name": "InitiateType","value": "CB"}],"dataFields":{}}  Is ianyone have already try it? Can I have one example to pass the varibale? Please your help.  Thx.Regards,Daniel
Hi,in K2 5.0 I want to expose system smart object "Workflow Reports>Workflow Analytics>Task" to all users because they must have visibility of the person who is in charge of the task. If user does not have administrator rights it receives this error message: it's possible to avoid to set administrator permission to all users and see anyway data?
I have a student ID and for that Student I have a list of instructors for a specific semester. I need to send an email to each of the instructors, and create a task that is satisfied when all of the list of the instructors have completed their individual tasks. This is a dynamic group, not an Active Directory group. The list of instructors could be 1 to 10, and varies with each unique student. Can I use this smartbox object list to pass email addresses to K2 Five workflow to send an email to each instructor? Then, can I assign a task to each of these instructors to complete in workflow, which means that they received the email, and agree to the content. I see the feature in workflow where all of the tasks have to be complete and then the process moves on in workflow. Is there a smartstarter or example online which does anything like this? My hope is always that when K2 has these features, that somewhere there is an example of how to use them. The internet fails me in finding exam
Never use recent, and it is an extra step when going into designer.
 Scenario:- I have a database containing a stored procedure which retrieves a list of records from a table- A smart object has been created based on the stored procedure. Views have been created based on the smart object- The stored procedure is updated, adding a column and changing some others Question:What is the correct process to go through to update the smart objet and the associated views so that the new columns are brought in, and changed columns are updated? Thanks in advance for any assistanceÂ
   Issue When trying to access K2 Management the following error appears, "Required field is empty Parameter name: methodInfo".    Symptoms   Below is the full details of the error received:   Required field is empty Parameter name: methodInfo •   Type: SourceCode.SmartObjects.Client.SmartObjectException•   Source: SourceCode.SmartObjects.Client•   Method Base •   Member Type: Method•   Name: GetSmartObjectReader•   Module •   Scope Name: SourceCode.SmartObjects.Client.dll•   Declaring Type •   Full Name: SourceCode.SmartObjects.Client.SmartObjectClientServer•   Stack Trace:  "at SourceCode.SmartObjects.Client.SmartObjectClientServer.GetSmartObjectReader(SmartObject smartObject, ExecuteListReaderOptions options, Dictionary`2& propertyReference)at SourceCode.Forms.AppFramework.FormsApiToXml.GetSmartObjectReader(ExecuteListReaderOptions options)at SourceCode.Forms.AppFramework.FormsApiToXml.ToListResults(SmartMethodBase executedMethod, Boolean overrideListCount)at SourceCod
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