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Hello, Looking for ideas on some type of Admin Dashboard? We have a couple forms that we use(1 for Timesheet, 1 for Safety Incident Reporting). Lately we have been having to fix alot completed forms that people submitted. Either they selected the wrong item from dropdown, they mistyped something, or they submitted it by accident and request to have it removed. There is no easy way of doing this currently as far as i can see. The only option we have is to modify our database directly, which is not an ideal solution. It would be awesome if there was some type of K2 Tool that Admins could use, that would allow an Admin to go in, and change things on Forms that were already submitted via some type of GUI. Any ideas would be helpful! Thanks!
Is anyone merging these 2 data sources together to get custom reporting? We are trying to find a way to have our users be able to get reporting by our process data and not just by process instance information.
Is there a way to generate SmartObjects as a workflow step so that they can be used later. I have a workflow that creates a document library at an early stage of its process. I want to, at a later stage, perform actions like Get Documents and Update Document, etc. on the items in this document library. The problem is that the library doesn't exist until the workflow runs so I can't create the SmartObjects now that I need to call in the workflow. Is there a way to create the SmartObjects on the library as a step in the workflow and make a reference so that I can call that SmartObject's methods later?
Hello -  Please see attached PPTX  When I'm in the K2 Five Workflow Designer (SharePoint) and I've used the Context Browser to drag/drop fields onto a panel there are instances where by I am not able to see what the full name / reference of the field is... This seems to be prevelent when using a people field and using the Name | Email | Value of the field ... The fieldname gets left off ... Listname > FieldName > Email ... Is shown as Listname > Email  (within the configuration panels of say set variables) Not a big deal if there is only one people field in the List ... If there are multiple people fields they all appear the same in the configuration panel where the Context Data is used. Example of Set Variables Step setting 3 variables...----------var1 = Listname > Requestor > Email ... becomes ... Listname > Emailvar2 = Listname > Manager > Email ... becomes ... Listname > Emailvar3 = Listname > Supervisor > Email ... becomes ... Listname > Ema
hi, I'm using the Export to Excel method on a view. When it exports my list to excel, the dates are different from what is stored in my database. Querying direct from my database shows Belgium time (UTC +1).  I checked my server's timezone and it is on Romance Standard Time (UTC +1) thanks
Hi,we run K2 5.2 on Windows Server 2012 R2 ...For the latest Version 5.3 (or ine of the next releases) we have to upgrade the Windows Server Version as well.But just upgrading Windows 2012 to 2016 is no option for us. That means, we are going to setup a new Windows Server 2016 or 2019. But that means again, that we will have a clean server without a K2-Installation at first.What is the best way to migrate the K2-Solutions to the new Server?Andi
In the legacy workflow designer, I created an Expression to build a SharePoint document link that--when clicked--opened a Word document in the browser (versus downloading it and opening it in Word). I'm rebuilding the workflow now using the modern designer and can't figure out how to create a similar expression. Here's what my expression looks like in the legacy designer: Document Link: Left(Document ID (Link to Document), LengthToComma)LengthToComma: Find(Document ID (Link to Document), ,) -1 I tried setting variables and can get parts of it, but I can't get the LengthToComma formula to work with the "-1" bit at the end. Kept getting character mismatch-type errors. I couldn't find a way to do expressions in the same way in the new workflow designer.  Anyone have any thoughts?
For some reason the link to manually start a workflow or dig into a workflow from a SharePoint online list or library is gone now. K2 integration is still there--I can get to artifacts from the list/library--but the Start Workflow page link is missing in both my prod and dev environments. I'm thinking this needs something like a reg wizard but I've already done that in Prod and it didn't fix it. Anyone know how to correct it?
Hi All  I am working on an application which is in K2 4.7 . Our organization needs to Migrate to K25.1 . However before migrating I wanted to access what are the impact of it and what would be work required. Please let me know the steps to follow:   1) Migrate all the servers to K2 5.1 2) Fix the broken component in the dev server . The workflow are expected to break but can you please specify the exact components that are expected to break. Also what tool do we use to fix the broken component. 3) Once the component are fixed, we need to package using K2 5.1 P&D tool. Deploy it to the Production server.  Is this all we have to do ? Also I wanted to know what would happen to the In-flight workflows in the Production server.  I have workflows that are using SmartObjects , will that break if the SmartObjects are migrated. o be followed. Are the below steps sufficent.  Â
Hi, BackgroundI have a List View which has conditional formatting on a column The formatting is based on the value from the SMO attached to the picker control (i.e. Red, Yellow or Purple) When entering the information on the row, everything works as expectedIssueThe user clicks Save (This Saves edited/created/deleted rows and then performs a List Refresh). All rows use the conditional formatting of the last edited rowAttemptsWhen refreshing the web page or re-entering the Form everything displays as normal I have tried executing the initialise method after the List Refresh (this makes no difference)QueryIs it not possible to do conditonal formatting against a list control on a List View? Pictures  Regards,Conrad
Trying to filter an AutoComplete from a SmartObject where it should only show records where IsActive = True. It's still populating all of my items. Tried switching it to IsActive = 1 as well.It's a bit field. On View Initialization - Populate the control with data - Filter Tab - added in the column = ____. Not working. Any thoughts or is this a support ticket??
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,
We are currently in production with K2 4.7. I need to install and configure a new K2 5.1 development environment. I know that we need DNS entries for K2 5.1 - but I'm not sure how many we need and what they are for. Our current K2 4.7 environments have three DNS entries for K2 Farm, K2 Smartfarms and K2 Web components/Workspace. Are these same three needed for K2 5.1? If not, what are they? Thank you,Emily
Hi all, Hoping somone can assist or point me in the right direction. I have 2 date/time fields (start and end) for a booking request form, im trying to ensure that the form forces users to provide an end date/time field greater than the start date/time field specified.  Whats the best way to achieve this?
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 have created a K2Five application and I want to move it on another server. Is there a way to export this application and import it on another server?
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?
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 I have a form that is uploading files to a sharepoint doc. lib. but needs to be able to upload the files to a subfolder, which can be 2-3 subfolders. I can get all of the subfolders from a dropdown get folders, but when the file is uploaded it is creating the folder at the top folder, then uploading the file into the newly created folder, instead of uploading the file to sub, sub subfolder. How can I either display the full path in the dropdown and then have the file get uploaded to that third level subfolder.Â
Hi,How to display only the USERS menu and hide the rest in K2 Management Site. Is there any specific configuration to be followed to achieve this .Â
Hello, Where do I configure the "From Address" in an email activity in K2 five designer? (Like the one that we have in older version).I dont seem to find that option in the New workflow designer.
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.
When I route a work item to a specific user, it should get removed from all others queue. So that assigned person will work on the item.For example, workitem1 can be viewed by User A, User B and User C. When A assign it to C, the work item should get disappear from queue of User A & B.How do we set this ?
We have a heavily used solution. In order to reduce long running instances, we defined a business process (identify long running instances, give user chance to extend, backup of application data and flag request as cancelled at application level i.e. setting status as cancelled in application tables). For the most part this process is automated but I have not been able to automate the cancellation of workflow instances. Currently, I cancel instances manually one by one. I wish to automate this part as well. The cancellation process is built in Powershell, I don't know Visual studio. Is it possible to call Management API in Powershell to cancel? What other options I have besides Visual Studio? Thanks
Hi AllHas anyone any idea on how to achieve this? I have a smartobject when returns a list of IDs and NamesFor the purpose of my project I need to concatinate all the names from the SO into a single data field* Run smartobject and this data is returned1. James2. William3. Adam4. Michael5. Mark Join all these values into a data field so I end up with James, William, Adam, Michael, MarkI would need to execute inside K2 Designer as that Is where I need to store the concatinated field for use in my process.Any ideas? Paul
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