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Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.
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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 have a rule that fires off when a print button is clicked. I want to be able to use this rule to change the form's theme to something that shows up better when printed. I added a "Set the Form's properties" action, but in the configuration, the theme property is greyed out and unable to be altered:Â Â Is this always the case, or is there a way to change a theme in a rule?
Hi, We found that in the new K2 Five Workspace, when you finish a task it continues appearing on your task list and this is not automatically refreshed. Is there any way in the Form to trigger a task list refresh when you close the form? Thanks in advance
Is there anyway to turn off tool tips on controls? If there is no text - it displays the field text.If you add in a ' ' space it displays as a blank box. Our QA would like it to not show at all. Â
I would like to count the number of times a user task has been completed. The task will be sent to all company staff so I want to know what percentage have completed the task. The task relates to a specific document reveiew so once the workflow is complete I will be able to add a percentage completed value against the document field in Sharepoint.I would like the count to occur within the workflow after the task has expired (after 21 days). While i could count the task completion via a form, my preference is to do it via the workflow so staff don't have to log in. My strategy is to send the documents via the task notification email and then request the user to reply to the email using the task action. I have tried using the Acticty Instance Destination SMO (in Reports) but a cant seem to retrieve any data using a Create Reference. Any suggestions would be welcome.
hi all, We use reverse proxy to redirect the intranet url. Then We define a workflow and configure a custom approval form. But when we run the workflow and use Inbox item in the workspace to open the task, we encountered a problem as attachment pic1.png: the right is white blank and the Chrome console alerts error even if we used https protocol for intranet url. And when we try to open the form by using the bar of bottom, it opened a intranet url. Can you tell me how to fix it and how to change the open url for the bar of bottom? Thanks very much.
How can we override the theme styles to change the font family ,size and other styles for all k2 controls in the form. Please advise.
Dear All,I'm on a trial account, when trying to create workflow there was an error and I couldn't figure it out where did it come from. This was my 2nd workflow, I deleted my previous workflow because it was also showed that error. Unless I could figure this error out, I wouldn't be able to continue my test on k2 form and workflow until my trial runs out. Could anyone help me solve that error?Thanks.Best Regards,Ariwibawa
I have a view with a checkbox. If the checkbox is "checked" some other controls should be visible. If the checkbox is "unchecked" these controls should not be visible. At the moment I need two things:some steps in the "View Initialize" rule (if checked show controls - else hide controls). and a new rule "if control changed" again with an if-clause (if change and if value is true then show controls else hide controls)At point 1 I can minimize the effort if I hide the controls by default and only show them if the value is true.But for point 2 there is no "short version". Maybe this is more a feature request but I couldn't find where to leave them?It would be nice if there was a new action "Switch visibility of control".Then the rule for "if control changed" would be much shorter: If control change then switch visibility of control. Or do I miss something and there is allready a compareable action? RegardsViktorÂ
Sometime K2 Smartforms display the wrong layout on a desktop device. When I view the HTML source and track how it changes, I found system add the CSS class name = mobile into the root HTML tag by SFRuntimeBrowserDetection. Although user access web application on the desktop. If I try to checkout SMF and check-in, the issues are gone. This issue does not always occur, it happened to some user and sometimes. Please advice.Note. This form uses a custom theme.
Having some issues getting a task to go to a recipient based on a field in a form.Auto-complete field is referencing a SmartObject containing our AD users' information. Value of field is 'Email' with type 'Text'.The email value is passed through to the workflow and used as the recipient for the task from the references. I didn’t expect this to succesfully resolve the email address to the AD user but surprisingly it does assign the task to the correct user. Despite being assigned to the correct user, it seems it just won’t send the email task notification out.  If the task recipient is set manually in the task, rather than using the form input, the task notification is sent out fine.  Any thoughts?
After upgraded K2 from 4.6.8 to 5.1 my application throw error "Method could not be resolved!" when executing method GetWorklistItems in Sourcecode.Workflow.Management. I alredy using the new library from C:Programs Files (x86)K2 blackpearlin but it still didn't work, is there anyone facing the same problem?
I always get an error when an anonymous form starts a workflow because the anonymous, outside user does not have access. I want outside users to be able to create query requests. How do I make it so the team can be notified, such a as a workflow task (I am avoiding email notifications)?Â
I am from a College and we are new to K2 - I have a view set up where I select a course number from a drop-list that is based on a smartobject (SQL). Once a course is selected I would like to display the grade mode that is associated with the course that is selected. This grade mode is also in the same Smartobject (SQL).   My view is based on a Smartbox Smartobject that I created with K2.   I have not been sucessful in displaying the Grade Mode once I select the course from the drop-down. I do not want the field to be a picker field, as it is strictly for display. There is nothing the user needs to select. Is this possible and if yes, how? Thank you for any guidance you can offer. Maureen
HiI am having a editable list view where 3 columns are there.2 read only and one is editable. It retrieves the data as per id. If for a perticular id,one row is retrieved and if I have to update the one column in single row ,its not updating While if 3 rows are retrieved,then the updation is done properly. example: for id =30code  version stat------------------------------7877   1      7879   27800   3 for id=40code version stat7801   1      Here for id =30, I am able to update rows as if I add value for stat in one row and if I select next row,the value gets updated but for id=40,if I change value of stat and as there is no other row to click on , if I click outside also value didnt get update.Only after pressing Enter key then the value getting updated.Please help me in this regard.Rule attached.
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
I would to know how to configure outbound OAUTH2 for REST API. The scenario: K2 is connecting to third party REST API, the third party REST API requires OAUTH2 with customer consent in order to access the protected resources. Flow:Customer Access the K2 App K2 App ( at middle layer - smartobject ) try to access resource via third party REST API endpoint Third party endpoint, redirect the request to consent page (resource provider consent page) Customer allow specific resources to be accessed, then submit consent page. Third party receives customer consent, grant access and response K2 with requested information ( at middle layer - smartobject)   Â
Hi,I am looking to exchange some notes related to the configuration of the Azure load balancer with K2 Five. Specifically, the K2 farm can interact with users via multiple ports captured via:https://help.k2.com/onlinehelp/K2Five/ICG/5.3/default.htm#Prepare/Firewall-Settings.htm Outside of obvious ports 80 and 143, how can I configure Azure's load balancer to allow for monitoring and proper load balancing of other ports? Specifically, can I monitor and load balance ports 5555 and 5252? Thanks a lot.-BJ
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
I'm looking for a way to list all the workflow steps and some of their configuration. I'm happy to use the C# API, a SmartObject, or a database query. I've been searching and haven't found anything yet. I'm not looking for the active instances, but rather the definitions. We have a lot of workflows and steps defined and I specifically want to know which of them have the "resolve groups to individuals" checkbox checked so I can avoid manually tracing through everything. Â
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 have a workflow where I save the workflow ID_TaskID so that I can complete the task via a separate form.However sometimes the TaskID isn't the correct ID and when the end users are trying to complete the task via the separate form they do not get the proper serial number and can't complete the task.I have this TaskID saved in a multi step running before the task.Is there potentially a better way to save a task ID/serial number?
Hello, I was wondering if there is a way to have my forms/folders in the K2 workspace sort in Alphabetical order.Attached is a screenshot of what my forms looks like in the workspace.In K2 management the forms are sorted alphabetically but this isn't how the forms appear in the workspace. Is there a way to change this, or is this how the forms load in?
Hi guys,I created a complex workflow 1 which runs with about 20 different user tasks which all refer to a form A (different admin groups performing the same task). Now I want to have a workflow 2 which is to 90% identical to workflow 1, having about 20 different user tasks wich all refer to a form B. The difference of the form is mainly the header data and the tasks form itself. Is there a way to create a copy of the existing workflow under another name (e.g. like the save as for forms or views) and use it K2 Five Designer? Many thanks,Christian
 Hi, we have a requirement to Implement Forms based Authentication for Specific Forms/Projects. Presently the Authentication is happening with AAD and for one of the projects we want to implement the Forms based Authentication. we have Enabled the Forms Based Authentication in K2 but that prompts a Page where the user need to select the login type, Is it possible to create/configure specific Forms with Seconday runtime with Forms AuthenticationÂ
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