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Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.
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in a smart object i have a field employee name . i cannot find a data type (like people picker in sharepoint ) that will auto fill the field when i load a form using this smart object field . According to the k2 five course this is possible
Hi, I have a scenario where I allow users to select multiple query types from a Smartbox SMO, which is a list of predefined query types. I have setup the picker control to Allow Multiple, Save as XML with ; delimeter. I also made the field a multivalue field in the SMO, yet the data does not save to the SMO. When the SMO is viewed in Management Site, the results are blank.  Any tips on how to trouble shoot? ThanksMarkusB
Hello Community! As part of our governance, my organization is looking for a way to restrict Citizen Developers from creating Smart Objects, but still allowing them to create views, forms, and workflows. Has anyone else ever done this? If so then please provide guidance and examples. Alternate suggestions about a governance approach are also welcome. Thanks! Tom
What is best practice for:I have a TEST environment SQL database and a PRODUCTION environment SQL database. I created some views/forms using SmartObjects that were service instances of the TEST SQL database but now that I’ve completed testing the views/forms, I am ready to use the PRODUCTION SQL database. Will I have to re-develop all of the views/forms with the PRODUCTION SQL service instance, or should I just replace the TEST smart objects with the PROD smart objects? Or is it possible to update the server within the existing TEST service instance or would this break everything? I am just trying to figure out what my options are without having to completely re-develop since everything will be the same (views and forms); the only difference being, instead of modifying our TEST SQL database with the K2 forms, I want to modify our PRODUCTION SQL database.Here is an example for further clarification:Let’s say my form asks for Name and Email. I am using a SmartObject to store this data in
Hi there. I’m at a new company using K2 Cloud for the first time. I came from 5.2 on prem. This happens to me a LOT...Look at the screenshot for the designer view for the item view I’m working on. Notice anything missing at the top? The toolbar for the cell formatting as well as the tools to change controls, set the view settings, etc. are GONE.   I’ve had to completely exit out of Chrome (yes, using Chrome) to get these to come back, and even have had to completely reboot. Anyone else have this issue? If so, how do you fix it easily? Thanks, RobÂ
I'm creating a LIbrary system and want to show the Rating of a book and the book cover in ListView so that users will be able to view this information at a glance (without having to click through into a subview) but when I insert the control neither do the stars or image appear. Is it possible to display the 2 controls on ListView?
I have a list view which contains 5 columns. I populate the list view using the smartobject that contains my 2 columns, after that the extra columnI need to populate it manually every row from another SMO. Please advice Col1    Col2        Col3Mandy  Technician   Rated5Sandy   Technician  Rated6Wendy  Clerk       Rated2  Once page is display all columns are complete. I triedFor all rows   Transfer Data    apply changesNo result Thanks
Hi All, I'm on trial account accessing using this address https://trial.onk2.com.I've created a 2 level approval workflow, one of the form i've setup to use custom form (smartform).When i test run this workflow and going into the form (clicking on the link to the worklist item from email), it's showed that error.This is the link Click to open worklist item.Checking on other similar post, they all suggested to patch the server or modify register entry. Thanks.Best Regards,AriwibawaÂ
I have a role that has permissions to a form. this role has an AD group in it that i also recently updated. The role is not refreshing to take into account the additional members of the AD group. when i test via the smart object tester i see all the appropriate accounts in that role. when i manually add a person to that role it works.
Hi all, New to K2... less than a month in, and hoping for some of you more experienced individuals to make a suggestion around splits and data evaluation to help me with a workflow I'm putting together.   I have a process that is going to rely on a SQL stored procedure to evaluate a set of records from a data table, and then update a specific column on that table with an error/warning code based on what (if any) problems exist with each given record: If no problems exist, the column is NULL If there is an error, the column will contain an integer between 1-499 If there is a warning, the column will contain an integer between 5*personal details removed* I am trying to get my workflow to evaluate that column, run some matching against it for patterns to identify if the code exists, then route the flow based upon that evaluation to either prompt the user to take action or proceed. Logic I'm trying to achieve is: If any record in a set contains a value in this column and that value is in
Hi! We are trying to test the odata service with excel or Power BI to give our customers some buisness data reporting. We have some troubles configurating the odata service, this is reporting us an error when we select visible smart objects and when we access the o data url. This is the error: The culture 'Spanish (Spain)' is not supported.   Pluralization is currently only supported for the English language. [NotImplementedException: The culture 'Spanish (Spain)' is not supported. Pluralization is currently only supported for the English language.] System.Data.Entity.Design.PluralizationServices.PluralizationService.CreateService(CultureInfo culture) +263321 SmartObjectService.Web.Extensions.StringExtensions..cctor() +23[TypeInitializationException: The type initializer for 'SmartObjectService.Web.Extensions.StringExtensions' threw an exception.] SmartObjectService.Web.Extensions.StringExtensions.Pluralize(String str) +59 SmartObjectService.Web.OData.<>c.<.ctor>b__6_0(Sm
Hello Community, I have a service instance containing multiple tables. I need to combine data from 4 to 5 of the tables (in same service instance), it possible to create a Composite/Advanced SmartObject and join all the tables I need or is there a limit to how many sources/tables you can use OOTB? I have tried to do so unsuccessfully thus far. Any help or advice would be appreciated.Â
Quick question, Where does the WorkList control get it's Date/Time region settings? In regards to displaying fields such as the Due Date. Simple I know - I might be going blind but I couldn't find format options against this control or a global setting in K2 Management? Thanks
Dear all, We configured two-way trust relationship for domains and add another domain in k2. We can login k2 site by another domain user. But when we want to add the user into custom role, we can't find it and can only search default domain user. We clear the cache but not work. Can you tell me how to add multiple domain user into custom role? Best regards,
Hi All, any idea to add in comment/remarks beside the work flow?
I have been trying to work on a rule that if the approver selects "Requires Changes" as the decision to the Select Action in the Workflow View, that ensures that the field within the form is not blank. We have the Approval Comments in a view that has to have information for the decision to be accepted. I tried to place the validation rule on the "If current Workflow Activity is..." and I selected if Action = "Required Changes". While I can see a validation message pop open, the rest of hte rules that occur after (and these are in the rules as "Then" selections so these rules shouldn't happen while the validation occurs).  I've looked for examples on how to do this as I can't imagine that it would be uncommon to require information to be included with a decision - but I haven't found a tutorial or any other information that seems to display how to do this. Â
HelloI'm a newbie K2 FiveI need expert helpI created a SMO where I can enter user login and level.for exampleuser - access leveluser1 - 1user2 - 1user3 - 2user4 - 3....How can I set up a rule so that I can show or hide some element on a form for all users of the same level?How create condition for "if an advanced condition is true" rule?What is the best way to do this?
Hi, I'm on k2 5.1, and I have an issue with the email event on the workflow, the email is throw error    note the normal mail that sends from the workflow activity is okay. Br,Mahjooob
Hi All,Does anyone know if there is an archived copy of the documentation that was in https://help.k2.com/kb002027 with regards to K2 and Claims?If anyone has an offline copy that would be much appreciated.Thank you.
Hello Community, I am working in K2 Five and I need to configure workflows to send emails to/thru Exchange. I have admin access to K2 Manager and K2 Designer. Has anyone done this and if so then please provide examples and guidance. Thanks! Tom
Hello everyone,  Documentation states that multisteps containing a task will always have task at the forefront. But ever since I deleted a couple od SMO methods from my multisteps, the multisteps started showing first step in them, instead of the tasks. This causes problems mostly because the multisteps are now named after SmartObject methods, thus they show up wrong in a worklist for users, who now see things like "Initialization XX-140" instead of the name of the task. Does anybody have any experience with these issues? Any ideas how to solve them ? I am currently at K2 5.2  Thank youTomÂ
Hi,I'm new to K2 and Im trying to create a workflow, which is an approval process. Requester should be able to select the approver from a dropdown list and the selected approver should receive the task email after submission.I have already created smart objects,views and forms and in the form I have a dropdown with approvers emails.Please help to setup the email sending part to the selected recipient.  Â
Hello, I was wondering if there is anything in K2 that could automatically convert a JP Yen value to USD.I saw this guide for a similar feature but didn't find that conversion smart object in my list of objects.https://help.k2.com/onlinehelp/K2Five/UserGuide/5.1/default.htm#Tutorials/K2ForSP/ExpenseClaim/02Data/06CreateCurrencySmartObject.htmIs there something I could connect K2 to in order to have up to date currency conversion rates.
I have set up an action item that when a form is saved it sends an email. This is not with a workflow. It sends the information correctly. The time should be Central Standard Time as it is saved this way in our database. However, the email is showing the time zone as Zulu. Because of how groups are setup (who has access, etc) it really needs to be setup without a workflow. Any help would be appreciated
I am checking the latest update for K2 Five (5.3) on 29th June 2020.
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