Capture Workflow Task instructions

Hi Zack,

What I would do in your case (using K2 Studio):

1. Create a Data Event (Transfer Data) in the same activity that holds the Client Event with the Instruction field that you want to save (Data Event should be below Cleint Event).

2. Transfer Activity Description (it holds the Task Instruction) data FROM System > Reports > Activity Instance Report SmO (you need to specify current Process Instance ID and Activity Instance ID from Workflow Context Browser) TO the Smartobject field that is tied to your destination DB.

Generally speaking, the Activity Description column in System > Reports > Activity Instance Report SmO holds the Task Instruction text.

HTH,

Eugene

Zack, 

I think I understand, you want the user to action something in the form and not have a separate view pop up in the top or bottom. (in your case the bottom) 

In your workflow in K2 Studio, in the client event wizard navigate to the Action Display screen:

In my example I have "Workflow view at TOP of the form" (I assume you have bottom) Creating a form like this:

Change that to "Configure how the actions display later...":

Back in K2 Designer, on your view;

Create a drop down in a view that has the desired outcomes (in my example, I have 'end' and 'loop')

Also create a label with your instructions. You can access those instructions later wherever and whenever you want: 

The rules need to be modified to action the worklist (This is not complete):

This gives you a cleaner look for the end user, no extra view on the top or bottom, user interacts directly with the form:

If you want more instructions on how to send that instructions label to a data field in the workflow, I can show you that as well. 

This does get a bit more complicated, but you have a ton more control than over the built in Action Display Settings.

I hope this answered your question. 

Thanks and Regards,

Chad