Starting a workflow from email

  • 6 August 2019
  • 8 replies
  • 144 views

Hi,

 

We have a requirement to start a workflow from an email. Splunk will send an email to K2 and K2 should start the workflow. K2 should send emails to the reciepients which are in the email from Splunk to K2 with a link to K2 form.

Then the user can open the link to K2 form and submit. Is it possible to get the reciepients list from email body and send K2 emails to them ? and how to start the workflow when K2 recieve the email from Splunk ?


8 replies

Userlevel 2

Hello  @sajithdilhan,


 


Please use this link since it provides workflow start options, On start rule condition example scroll to step 9 and 10 it might be of great assistance: https://help.k2.com/onlinehelp/k2five/userguide/5.0/default.htm#LegacyDesigntools/Workflow/Build/Workflow_Start_Options.htm


 


You can also check this community post: https://community.k2.com/t5/K2-Net-Blackpoint/Solution-Required-Start-K2-Process-when-an-email-is-received/td-p/16149


 


Regards,
BesM


 

Hello BesM,

 

I need to kickstart the workflow upon email recieve event and read the email content like reciepients list. Still I couldnt find a way to do that. Anyway thanks for the reply.

 


You create a SmartObject, a SmartForm, and a workflow. In the workflow, you create two variables to receive the email Subject and Form fields from Splunk. Then you configure your flow to start the workflow when a new email arrives in your form. Your flow sends the Form and Subject content from the email to your workflow, which creates a new entry in your SmartObject.


Before You Begin


If you have not done so already,


Enable the Workflow REST API in the K2 Management site. See Configuring the Workflow REST Service for more information about enabling the API.


http://help.k2.com/onlinehelp/K2Cloud/UserGuide/Update_9/default.htm#K2-Management-Site/Integration/Workflow-REST-API.htm


You can also have a look at the following system documentation that explains how to configure workflows for your own specific uses: http://help.k2.com/onlinehelp/K2Cloud/UserGuide/Update_9/default.htm#How-Tos/LandingPages/HowToWorkflow.htm, furthermore I believe our K2 Services team are best equipped to assist you further with this topic.


 


Best regards,


Dumisani

Badge +9

Hi Sajithdilhan


 


See the link below and scroll down to where it says : Scenario 2 - How to start K2 workflow in Microsoft Flow using Outlook


https://help.k2.com/onlinehelp/k2five/userguide/5.0/default.htm#How_Tos/WorkflowRESTAPI/Workflow-REST-with-MS-Flow.htm#Scenario


 


Regards


Elvis


 

Hi  @sajithdilhan;


 


This is the simplest way to achieve your goal, kindly dive into this link on howtos using microsoft flow(http://help.k2.com/onlinehelp/K2Cloud/UserGuide/Update_9/default.htm#How-Tos/WorkflowRESTAPI/Workflow-REST-Flow-Start-Outlook.htm) proper steps shown in there...


 


Hope your issue will get resolved.


 


Kind Regards;


Widson.


@Dumisani wrote:

 

You create a SmartObject, a SmartForm, and a workflow. In the workflow, you create two variables to receive the email Subject and Form fields from Splunk. Then you configure your flow to start the workflow when a new email arrives in your form. Your flow sends the Form and Subject content from the email to your workflow, which creates a new entry in your SmartObject.

Before You Begin

If you have not done so already,

Enable the Workflow REST API in the K2 Management site. See Configuring the Workflow REST Service for more information about enabling the API.

http://help.k2.com/onlinehelp/K2Cloud/UserGuide/Update_9/default.htm#K2-Management-Site/Integration/Workflow-REST-API.htm

You can also have a look at the following system documentation that explains how to configure workflows for your own specific uses: http://help.k2.com/onlinehelp/K2Cloud/UserGuide/Update_9/default.htm#How-Tos/LandingPages/HowToWorkflow.htm, furthermore I believe our K2 Services team are best equipped to assist you further with this topic.

 

Best regards,

Dumisani


Hi Dumisani,

 

"Then you configure your flow to start the workflow when a new email arrives in your form. Your flow sends the Form and Subject content from the email to your workflow, which creates a new entry in your SmartObject."

 

This part is the challenging part for me to kickstart the workflow. Can you please elaborate more on this ?

 

Thanks!

 

Sajith

Good day sajithdilhan,


 


I have conducted additional research on this topic and I believe the best practical answer into this which has visual presentations is to use the links provided by  @ElvisJacob  as well as  @Widson , following that you can have a look at the following post as well:


(1) https://community.k2.com/t5/K2-Blackpearl-Forum-Posts/Does-K2-capable-of-listening-to-email-and-start-a-workflow/m-p/67300


(2) https://community.k2.com/t5/K2-Blackpearl-Forum-Posts/Start-Workflow-with-incoming-email/m-p/29721


they contain useful information for this post.


 


Kind regards,


Dumisani

Is K2 standalone or being used in front of / along side of SharePoint?

 

The company I am current work at has List Item Create from Email enabled on Annoucements and Task Lists within SharePoint. 

 

I am able to send an email to the SharePoint List and trigger a K2 workflow based on the new item created in the List.

 

May provide another option of SharePoint is used in the environment...

 

Thanx!

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