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How to use Salesforce permissions to limit access ...

Topic This article will show you how to limit the access of the account used to discover the Salesforce objects (entities), so that K2 only d...

  • By khanh
  • July 23, 2021  06:08
  • 122
  • 0
  • 0
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How to create a 'Test Workflow' for K2 ema...

Topic This article will cover how to create a simple "Test Workflow" to be used for troubleshooting email issues. At times, Nintex Support m...

  • By chruff
  • July 07, 2021  07:53
  • 141
  • 0
  • 0
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How to Store a File in SQL using a SmartObject and...

Topic There may be a need to store files outside of K2 Smartbox SmartObjects. In this example SQL will be used to store the File and Smartfor...

  • By MTMTNT
  • July 07, 2021  07:48
  • 138
  • 0
  • 0
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Advanced Reporting Techniques

Topic There are many ways in K2 to report on Workflows. The out of the box reporting in K2 Management can be found below. Reporting Do...

  • By MTMTNT
  • July 07, 2021  07:32
  • 120
  • 0
  • 0
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Save as PDF custom page splits and page breaks

Topic The SaveAsPDF control utilizes the ExpertPDF HTML to PDF Converter. By default, ExpertPdf automatically inserts page breaks when needed...

  • 193
  • 0
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How to Check if MFA is Being Used for Specific Log...

Topic When enabling the K2 OData or K2 REST API you may have an issue when granting consent where it is constantly prompting for credentials....

  • By MTMTNT
  • June 09, 2021  14:04
  • 150
  • 0
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How to use UMUser's Get Users For Roles method...

Topic The Get Users For Roles (Roles with an 's') method returns the users for multiple roles. The 'Role Names' input property is a multi-v...

  • By khanh
  • May 13, 2021  08:41
  • 156
  • 0
  • 0
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Re-install the K2 for SharePoint App

Topic These instructions will detail how to remove the K2 for SharePoint App and re-install the app back to SharePoint. The primary pur...

  • 237
  • 0
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How to prevent Smartforms rule/action pop-up scree...

Topic When trying to edit Smartform rule/action, the pop-up screen for rule configuration might freeze up . Instructions T...

  • By khanh
  • April 22, 2021  12:02
  • 169
  • 0
  • 0
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Performance of K2 Management.GetWorklistItems(Regu...

Topic This SmartOject call can be slow when using Filter since K2 will need to retrieve all the records to K2 server then filter the result. ...

  • By NikR
  • April 21, 2021  12:03
  • 190
  • 1
  • 0
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How to raise a user friendly message when a user t...

Topic In some cases during design of the workflow there is a need to have multiple destinations on a Task Event but once one of the destinati...

  • By Vernon
  • March 05, 2021  09:54
  • 459
  • 0
  • 2
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How to save decimal value and make it round off to...

How to save a decimal value and make it round off to the desired value on a list view KBS100201 PRODUCT K2 Cloud...

  • By Anelle
  • November 16, 2020  04:32
  • 219
  • 0
  • 0
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