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Manually Integrate a SmartForm with a Workflow with button action

I

Hello,

I have a smarform and want it to approve a task in the work with the click off a button. In the sample I have found thy using Drop Down Menu (https://help.k2.com/onlinehelp/k2cloud/userguide/current/default.htm#How-Tos/ManualTaskIntegration/ManualTaskIntegration.htm) Does anyone knows how to use a button instead of a Drop down.

Thanks.

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Best answer by HulisaniN 7 April 2020, 10:02

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Hello  @iscisse ,


 


Manually Integrating Forms with Workflows Using Rule Actions: When you select a form in the workflow designer for starting a workflow or actioning a task, rules are automatically inserted into your form. This is the recommended approach for most applications, and you can find more information about doing this at Workflow Designer Form Tab. You can, however, manually integrate your form with a workflow by configuring the following rule actions:


https://help.k2.com/onlinehelp/k2five/userguide/current/default.htm#Create/K2Designer/Rules/ManIntegFormsWithWFUsingRuleActions.htm


 


Start a workflow with a form:You can start workflows designed in the K2 Workflow Designer by configuring a view or form rule. You can, for example, use a form to capture and retrieve data, and when the form is submitted, a workflow starts. You configure rules in the Rule Designer.


https://help.k2.com/onlinehelp/k2cloud/userguide/current/default.htm#K2-Workflow-Designer/Start/Form/Start-Form.htm


 


Starting a workflow:There are several different ways to start instances of workflows designed in the K2 Workflow Designer. Use these links about the various options to start workflows:


https://help.k2.com/onlinehelp/k2cloud/userguide/current/default.htm#K2-Workflow-Designer/Start/Start-Overview.htm


 


 

H

Hi there  @iscisse 


 


I have worked on this before and I was able to do it with the following steps:


 



  1. Make a form with buttons you want to action your workflow task with and a serial Number(this serial number should be the same as the one in the workflow) as a parameter.

  2. Then make a workflow with a user task and configure it to use the form above.

  3. Then go back to the form, select the button you want to action the workflow task with, then access button rules (when a button is clicked)

  4. Add the following action :(action workflow item), then select the task  you want to action and then click on configure.

  5. Provide your parameter(serialNo)  and Type in the action Name (note: Action name should be exactly like the one on your workflow task)


Have a look at the attachments for reference


 


Hope this is helpful!


 


Regards


HulisaniN




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