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Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.
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At present, I have an on-prem K2 and SQL server installation with SSRS. I create and email many PDF reports (more complicated than just a form) by integrating SSRS and K2. We're moving to the cloud and may not have SSRS in Azure. Is there a good way to create and email PDF's without SSRS?
Dear Expert, I have seeking for post on how to custome content for out of office email notification. However, i not able to find related post. Currently, when user A configure out of office to delegate the task to user B. User B will receive K2 standard task notification. Subject: FW: New task Content:Hi User B, You've been forwarded a Task: Open Task To action your task via e-mail, reply with one of the following words:You may also reply with on of the standard action words: Redirect Delegate SleepHow can i custome the subject and the contect for this email? Thank you.
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 am looking to use the pdf function on smartforms but have hit an issue straight away because when I place the PDF icon from the toolbox onto the smartform canvas it appears fine, but when saved and rendered through the browser it dissapears. Is this expected behavoir, or could it be an issue with K2 5, or do I have to attach an image icon to it somehow? I have read other articles where people are using this functionality on forms but can't see anything obvious that I cou.ld be doing wrong> Thanks, Julie (screenshots attached)
I'm trying to use smart object Activity Instance to capture the user name/id approved a task but the value returned blank. Could you help to identify which smart object I suppose to use? Thanks!
Hi Guys, Anybody setup k2 Cloud to connect on Dymanics 365 using OAuth authentication mode. I created a trial Dynamics 365 tenant you can join it for test. https://port.crm.dynamics.com/G/TrialInstances/TrialInstancePicker.aspx https://k2.crm.dynamics.com/  Is it even possible? Or do I have to use static credentials?
I have an Editable List View that I have the Add, Edit and Delete buttons availalable on the toolbar. I also have rules setup for if a row is clicked or double clicked to then open as Edit. I am almost using a Sum aggregate to total one column. I have this setup as outlined in the Expense Claim Tutorial (without having to use currency codes).  My issue is that if I have entered an amount in the row, I am not able to then use the edit button when that row is selected and the click/double click rule won't open that row to become editable. If the amount column is empty, all three edit options work perfectly fine.  Included is a screen shot of the view I have. The rows that have Sue Marie and Ellen I cannot go back and edit. The reality is that someone can easily make a mistake in the amount and I need to be able to have them edit that row. Â
I need to get the List of User in the Active Directory GroupFor Example)We have one Group Name is : K2Account , in this group we have 2 or 3 users .I need to list of users for the particular Group .Is there any SmartObject for getting list of users in the Group RegardsMaheen
I want to install K2 connect on a clean K2 Five environment but failed. It prompt me that Required product not found:-K2 blackpearl for Visual Studio. Please see the attachment. Do I need to install k2 blackpearl 4.7 first? Or who can tell me where I can get the needed components. Thanks very much.
Hello, Could you please explain how to calculate Total% (Contribution) in a list view using an expression? List View is the following:Product  Q1 Q2  RowTotal  Total%Apple    15 15    30       ? (30 100 = 0.3)Mango   15  35    50       ?Limon    10 10    20       ? Total sum: 100 RowTotal is the expression and Sum is the list aggr expression. Don't know how to calculate Total% column which is contribution. With my best regards,Maria
Hi Mates,We have requirment where we need to redirect the task to another activity if user havent take action on that activity for 2 days. In K2 4.7 we have GOTO option to move that activity to next level. How we can do that in K2 FIVE. I can see only expired option. Thanks in advance.
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
We are trying to migrate a huge application into Production that has been tested in 2 different environments using AD Groups. When we are migrating to our Production Environment we are getting the error of 64007","IdentityServiceError","IdentityService.ProviderCacheIdentity:RoleProvider.GetUser","Our Tasks are being sent to AD Groups with multiple names in them. We are not using roles as this would require 500+ with the amount of different approval steps. This is working in 2 other environments BUT our Production. Any Suggestions?   Needing something to look into fast since this is going live tomorrow.
How can you redirecttasks to a group similar to assigning them. It seems each redirect to others row can only be an individual and not a group. can this be made to do a group similar to assigning the task the first time? i have attached a scre
 Good evening. I have an question about some possebilities for resolving values from Smartobject. We wanna create a control (textbox, picker or something like that), which can resolving a values when user writes text in this field. A closest solution to this, is usage of picker, but there user must click an Enter button and click on unresolved element and only then picker control shows to user possible choises of information he inputted. We tries a different ways, like rules on control changed, but we failed again. Control work should be like this - user starts typing some info, for example "VAS", and picker without clicking additional enter button get list with possible choises based on inputted info. For example list displays to user - "VAS Latvijas valsts radio un televizijas centrs","VAS Autotransports lv". User can click on one of theese suggestions and recieve data that SmartObject contains with this choise name (VAS Latvijas valsts radio un televizijas centrs). Is there some me
I want to use the Worklist Control but do not want the ability for users to Approve, Reject without opening the form on the Actions. How can I do this? I do want to show the other actions such as redirect, share, view flow. Is this possible? In my screen shot, I just want the Open Form, View Flow, Share, Redirect options available.Â
Hi Mates , On my item view i had 2 dropdown control and Save & Submit button.On save button i am saving data on DB and on Submit button i will validation if user select any value from dropdown using Form Passes validation.problem is that if user not select data and click on Submit, control get validated and it highlighted with Red color which is as expected. now user click on Save with blank dropdown, Data get save but the control still have those validation How we can remove those validation on Save button as on Save i don’t want to validate anything.Â
Been playing with the Sharepoint Plugin and must say it's very user-unfriendly.... Am i right in thinking you need to create the Sharepoint List in Sharepoint first, then use the Sharepoint to create the Smartobjects/Forms for it?When creating the forms, it creates three copies, Display, New, Edit....... What's all that about then? My question is, can you prevent all the duplication and sharepoint nonsense and just create a Smartobject from scratch and generate single views/forms via the Sharepoint App as you would via K2 Designer?
I'm trying to use split() in K2 workflow designer. When I use split() with inputs like below screen shot:Â Â Text to split: Test1 is the data field. Value of Test1 is Apple;OrangeSeparator: ;Return value from Split(): AppleOrangeBut I need to copy the return value Apple in a datafield and Orange in another data field. Is it possible to do? if yes, can you please tell me how?FYI: I'm using K2 Five.Thanks!
How to create workflow reporting smart object for newly added workflows in K2 Five? When i create a new workflow on K2 Five using Designer, i can not see it in Worflow reporting service instance.Neither in Managment nor in SmartObject Service Tester application. What is the correct way to create a smart object for this? Thanks in advanced,Zoltan
I have a form with a file attachement control on it. Is it possible to add more the file i.e. have multiple files in to the a file attachement control Regards Andy RÂ
What is the best practice for granting temporary permissions to a user to add/update a list item on a SharePoint list. Barring a better solution it seems that I would need tohave a SharePoint security group with the desired permissions in existance create a step after the task that will lead to an addition/update to the item that adds the task respondant to that security group Perform the add/edit create a step that removes the task respondant from the security group.If there is a better/easier way to do this please let me know.
I have a few forms which I need to update. I save as several forms and the copy forms still has the original view. I want to update the orgiinal view with my save as views. I have a copy of the form and a copy of the view. How can I update the view on the form without having to delete the view and add the copy. This is quite time consuming. Thanks Vera
I've had a workflow that has been deployed into our production environment for over a year. While it works well, the users have requested a major change that will require the addition of a new SmartObject and multiple views.  This is the first time that an existing workflow is going to need a larger renovation beyond adding a single field. I am most concerned about what happens on Production to Historical instances that won't have the same structure. If I deploy a new workflow over to Production, and the Form now opens additional views, what happens to the previously completed items? (We have a list that users can open up Historical Views of "what happened"). Will these historical views use the new forms?  I tried to look for more details on this and I couldn't seem to find guidance/best practices on this area.Â
Hey everyone, I am struggling with Infopaths so thought to ask if anybody in that position. So i would like to share my concenrs.I got an infopath, published in a document library (since K2 five doesnt support form library). When a click new infopath form and the opens in browser ,when submitting the workflow doesnt start.When i submit via infopath designer tool the workflow is triggered. Workflows trigger is when item is added. So..any thoughts why in broswer infopath doesnt trigger workflow? Best regards,Efthimis
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