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Hi everyone,

 

Is there any updated documentation on how to create cases/accounts/contacts from k2 to CRM? I have connected CRM to K2 I just can't figure out how to create cases through the K2 interface using workflows.

 

Thanks,

Paul

Hello Pob,


 


It looks like the only documentation we have refers to legacy tools: https://help.k2.com/onlinehelp/k2five/userguide/5.3/default.htm#LegacyDesigntools/Workflow/Thin-Client-Wizards/CRM/Create_CRM_Entity_Item/Create_CRM_Entity_Item.htm%3FTocPath%3DCreate%7CLegacy%2520Design%2520Tools%7CK2%2520Workflow%2520Designer%2520(Legacy%252FSilverlight)%7CWorkflow%2520Steps%7CWorkflow%2520Wizards%7CCRM%2520Wizards%7C_____1


 


What version of K2 are you currently running?


 


Regards,


qT


 


 


K2 will not accept any liability for any issues arising from actions taken in respect of information provided by any forum member.

We are currently running 5.2.

Hi Pob,


 


Perhaps, you can take a look at our Cloud documentation.


https://help.k2.com/onlinehelp/k2cloud/userguide/current/default.htm#K2-Workflow-Designer/Use/Toolbox/CRM/CreateEntity/Create-Entity.htm%3FTocPath%3DCreate%7CWorkflows%7CUsing%2520the%2520K2%2520Workflow%2520Designer%7CToolbox%7CCRM%7C_____1


 

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