Conditioning the Availability of Actions

Hi, Rachel.

I need the same functional. Any updates on this topic?

Hi Rachel,

Here's some documentation to help you understand preceding rules, suceeding rule. After the read you will be able to identify which suits you company best and you can decide which to use within your processes.

http://help.k2.com/helppages/k2blackpearlUserGuide4.6.4/B2.2_Reference_-_Preceding_Rule.html

http://help.k2.com/helppages/k2blackpearlUserGuide4.6.4/B2.2_Reference_-_Succeeding_Rule.html

Please also see attached

Kind regards

Nelly

Will using succeeding or preceding rules allow you to hide the actions entirely from the user? 

If I understand what you are asking, you want to be able to dynamically set the actions available for a task depending on some criteria.

If you are using SmartForms, then you should be able to achieve this by using rules and/or smartobjects.

One way would be to have a button for each action, and then showing and hiding the button depending on your criteria on the form initialise event.

Another way could be to have your actions populated in a drop down, and setting the data source of the drop down to a smartobject list method. You could then filter the results of the list by some criteria (e.g. a parameter you pass to the form)

On a related note, you can set who can perform actions in the K2 Workspace. Find the process under Processes node and expand it to see the activities for that process. When you expand the activity you can see the actions and then set permissions for each.