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Update word document content control title values in SharePoint online using K2 designer workflow

  • November 25, 2019
  • 6 replies
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Hi All,

 

I have MS Word document template in SP library with content type fields and that templates should be updated by using K2 workflow.

 

This can be achieved in Nintex workflow by using component "Update Document", is there any similar component in K2 workflow to accomplish this.

 

Please find the attached image with some variables

 

I am using K2 with SharePoint.

 

Thanks

Surya


16371i19B6EB4EE66BCCFF.png

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6 replies

  • 173 replies
  • November 25, 2019

  • 151 replies
  • November 26, 2019

Good day   @sthurangi,


 


I would kindly highly recommend that you Use the Add Document to Library step to add or upload a document to a SharePoint site. Use the Add Document to Library step as follows:


https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#K2-Workflow-Designer/Use/Toolbox/SharePoint/AddDoc/Add-Document-Library.htm


Because if you have made a clean installation of your K2 five than the upload document will not work as it’s legacy tools and legacy tools do not come and work on clean installations of the product.


However should you have upgraded from 4.7 to K2 five than the recommended way is to try SharePoint Documents wizard, using the "Upload Document" option as specified here.


https://help.k2.com/kb001799


 


Kind regards,


Dumisani

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  • Author
  • 2 replies
  • November 26, 2019
Is this can be applicable in SharePoint online with K2 (cloud). I am unable to get the SMO of "Add document to library" or Upload document in K2 five.
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  • 173 replies
  • November 26, 2019

I think it should be applicable.

Can you please check out the following?

Comparison of capabilities between K2 4.7 Workflow Designers and K2 Five/K2 Cloud Workflow Designer: https://help.k2.com/kb002726.

Highlights on terminologies changes:

SharePoint Wizards:

K2 4.7

K2 Five/K2 Cloud

Upload Document

Add Document to Library Step

Update Document Properties

Update Document Properties Step

Delete Document

Delete Document Step

Get Document Reference

Get Document Reference Step

Check Out Document

Check Out Document Step

Check In Document

Check In Document Step

 

Workflow Wizards

K2 4.7

K2 Five/K2 Cloud

Create Reference

 Create Reference Step. Find it in the Basic steps.

Set Data Fields

Set Variables

Set Folio

Set Folio

For Each

Loop. Find it in the Logic steps.

 

Best,

Sunrise

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  • 151 replies
  • November 26, 2019

Hi sthurangi,


Please use these link to find information about managing SmartObjects and permissions with K2, running reports on the entire site collection, and administration and configuration you can do with the K2 Five app.


https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#Management-and-Administration/ManagingK24SPApplicationSettings.htm


 


Additional information for K2 administration


https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#Management-and-Administration/Management-and-Administration.htm


 


Kind regards,


Dumisani

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  • 266 replies
  • November 27, 2019

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