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Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.
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Hi just want to ask a few question In K2 Five i already know that is a ootb function to send email using task notification and you can customize the body and etc. But there is a problem, can i customize the body without deploying the workflow to change it. For example are there any smartform / smartobject that can change the body so it can be parameterize. Or there are any other way to change the body. Because K2 Documentation that i read (https://help.k2.com/onlinehelp/k2five/userguide/5.1/default.htm#K2-Workflow-Designer/Use/Toolbox/Basic/SendEmail/Send-Email.htm) just point out that you need to change the body in the workflow.  Thanks
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
Hello, I am trying to add the account number column from a different smart object to appear in a list view for another smart object.In the attached screenshot is a view of the main request and the list view below is all the related entries to the entry above.I am wondering if I can have a column that would show all the account numbers used for the request in a column as opposed to having the user click the entry to show all the related requests.
Hi everyone, I could not find the K2 Blackpearl version 4.6.6 installation package in K2 portal https://portal.k2.com/downloads/k2five/Default.aspx.  I am new with K2. Any help would be greatly appreciated! Giang
Hey all, I have set up a basic workflow and it send out a task, However when the recipient opens the task, the content property has the url of the form as value. Its really confusing as the recipients will click on it thinking it goes some where else even though its the same link. Please refer to the pictures. My question is how I can remove that or change it from a hyperlink to a simple text. Thanks in advance!
Hi All, Can anyone help me to unlock the K2 five designer workflow. which was locked by another account and cannot login to that account. Thanks in advance.
Hi, The error i'm getting is: Message: The following items have dependencies:Message: View 'test' is in use by 'test' as a form view I've checked in Designer - ALL items and can't find form called test. Any ideas?
The user complains that when they click on negative space (white space) on the form, sometimes it happens to be within a choice checkbox area and accidentally one of the checkboxes is checked or unchecked, and sometimes they don't notice (eek). Is there any way to configure it so that only clicking on the checkbox text or checkbox itself changes the Choice controls value?
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
Hello, I'm getting below error while trying to login for FBA site.Error text:Authentication With Server Failed : The user name or password is incorrectAuthentication With Server Failed : A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: SQL Network Interfaces, error: 26 - Error Locating Server/Instance Specified) ------------------------------------------------------------------- I'm passing correct username and password. Architecture:- Primary SF site (non-DMZ) for windows auth.- Secondary SmartForm site (in DMZ) for FBA only - another IIS site. How did I setup the site:- Had setup the site referring K2 documentation Am I missing sql conn string in any config file? Thanks,Nirav
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.
According to the K2 Security Assessment and Penetration Testing 2020 results, one item with medium severity of the pen test of October 2019 remained open after the retest in January 2020. It was supposed to be mitigated during software updates in the course of 2020. Does anyone know if they have eliminated this server-side request forgery issue within a specific SmartForms control allowing an attacker to discover internal endpoints?
HI, how I can assign a role to the user using a custom app. Is there any SmartObject can do that ??  ThanksMahjooob
Hi,Whenever I create a new view and select for it to be an 'editable list view' It doesn't show the toolbar at the top which has the 'save' 'edit' delete' options on (along with the ootb rules that go with these. I have somehow managed to do it in the past as I have an example view which shows the toolbar but have never been able to find the option for this since and its driving me potty lol I've looked in the settings tab for the editable list view and I have tried creating a view from within designer and also from the artifacts page under the 'new' tab but to no avail. Can anyone pount me in the right direction?WITH TOOLBAR (which is what I want) Thanks, Julie
We recently installed K2 Five and I have completed most of the tutorials. However, when looking at the first list of workflows that we wish to create, over 90% of them do not have the originator submitting to their direct supervisor. This example is nice, but I'm looking for guidance on how to create approvals that go outside of the Manager-Employee relationship. For example, the most important workflow that is on my slate to complete ASAP is one where the end user is picking the advisor they are creating the report for so the advisor can indicate if the report is ready to be published. This is not their supervisor. While I am able to get the drop down to show the names of the Advisors by using a service instance of Azure, if I use that field as the recipient of the task, nothing happens and the instance of the workflow ends at that spot. I need to get a win with K2 as soon as possible and figuring out this part is vital. Are there any other tutorials or examples of different kinds of
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
I have a scenario where user is using radio buttons in a list / grid view and some of the answers have 2 and some of them have 3. I'm finding it extremely difficult to align the answers. SEE IMAGEWould like - consistentYes | NoYes | No  | NAYes | NoYes | NoYes | No  | NA How it looksYes | NoYes         | No          | NAYes | NoYes | NoYes         | No          | NAIs there an easy way to align these?? I've tried setting width and such but upon different screen sizes and / or PDF Generation the longer answer ones disappear.I would prefer not having to split these into individual radio buttons in different columns. This is a form with save as draft options and attempting to program that in for each set of answers would be tedious and they are trying to stay as OOTB / No code / No configuration as possible.
Dear all, I am using servive broker to read from third party API to get document info. The ussue is: 1- how can I pass the byte array since service broker doesnt support byte as property type.2- how can I download the file via button on a view. with regards.
Hi, I have a process which uses Lithium theme for the main form but at certain points in the form process it opens a 'subform' to a different list.I want the subform to open using a different theme to lithium so it appears seamlessly as part of the pop up window (ie, all white), but I have discovered that even though I set a different theme on the 'sub form', ie; Offcie 2013... the function of opening it in a subform action seems to adopt the theme of the main (parent form)... which looks a bit silly and not very fluid. I have managed to find the css to manually get rid of the parent theme panel header on the subform, however there is one last style css that ie developer tools is failing me on and I just can't find! QuestionDoes anyone know what the CSS style is for the shadowed box around panels on Lithiumk (not the actual panel border, but the shadowed panel wrapper? So that I can set a datalabel expression to 'display none or at least change the colour to white? Thanks :-)  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
After I change the toolbar button to be image, the rule on click will be lost.The toolbar button relate with on click event only. And the image control have the click event too. Why the rule K2 lost? I need to change to Image. Because it have comment from user about button style. So I need to apply image to be button for beautiful issue. Is have solution to resolve this issue?
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
Hi Mates,We would like to connect K2 with SAP4HANA. How we can integrate K2 with SAP4HANA.?Which is a better approach to have to integrate K2 with SAP4HANA. Â
I published a status report form which has one view which lists data from smart objects on k2 five . The users access the form from workspace. When I access the form from the workspce I can see all the date but When the user access and open the report only see the header but not the data. ( please see the attachement the screenshot of what the users see) Is there something I need to refresh on workspace after I published new form?or is there some kind of user permission I need to give on the form? but the users are already access all the forms in on the workspace . They can acess this one too but they can't see the data .The is form is under system --> catagoryname-->there are three forms ,form 1 ,form 2 and status report(new one)They a can access and see everything on the on form1 and form two..Â
Hi, While trying to restrict access to categories, I was testing attaching a Workflow to a Button Click in a Form, but am getting the error: Minimum of Export Rights are required to perform this action. If i give that Export right to the User, they can see ALL the workflows in every category, which is a big NO NO. How do i only let the user see and attach the workflows they have created in their own category??? Thanks
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