Comparison of capabilities between K2 4.7 Workflow Designer and K2 Five Workflow Designer

 

Comparison of capabilities between K2 4.7 Workflow Designers and K2 Five/K2 Cloud Workflow Designer

 

Introduction

With the release of K2 Five and K2 Cloud, some feature terminology has changed from previous versions. When you upgrade to K2 Five or K2 Cloud, you may notice different terminology and design experiences in the platform, especially when comparing the new browser-based K2 Workflow Design tool against the workflow design tools used in previous versions. This article helps you compare features between the workflow design tools in K2 4.7 and K2 Five/K2 Cloud, and how you may implement similar functionality using the new workflow design tool.  

 

 

When you upgrade from K2 4.7 to K2 Five/K2 Cloud, you still have access to the legacy workflow designer. You can maintain your solutions in the legacy design tools. If you want to build new workflows or rebuild your legacy workflows in the K2 Five/K2 Cloud Workflow Designer, use the tables below to understand the differences. 

Contents

Silverlight Workflow Designer/K2 for SharePoint Workflow Designer

This section describes (but is not limited to) the differences between features in the Silverlight-based workflow designer (also called the K2 for SharePoint Workflow Designer or 'Thin Client') K2 4.7 and the web browser-based workflow design tool in K2 Five/K2 Cloud. (In this article, K2 4.7 includes K2 blackpearl, K2 for SharePoint, and K2 smartforms.)

Process/Workflow

K2 4.7 K2 Five/K2 Cloud Notes
Workflow Start Options Start Step  

 

User Task

K2 4.7 K2 Five/K2 Cloud Notes
Event Notification Settings Task Notification  
Outcomes Task Results Rule  
Destination Users (Participants) Recipients  
Escalations  
Go to Activity escalation Deadline Task Result If you need to go to a different step after a task has been dormant, you can setup a deadline with an expired task result and then from the decision step connect the expired decision line to the step you want to go to. See Deadline tab.

 

Object Browser

K2 4.7 K2 Five/K2 Cloud Notes
Process data fields Variables. Available in the Context Browser  
User Browser Select User Dialog. This dialog is available in Recipients Tab, Email Alert Tab, Reminders Tab, Send Email Step  

 

Object Browser - Environment

K2 4.7 K2 Five/K2 Cloud Notes
Mail Server Fields (Environment fields) Environment fields are not available in K2 Cloud
SharePoint Server Fields (Environment fields) Environment fields are not available in K2 Cloud
Workspace Site URL Fields (Environment fields) Environment fields are not available in K2 Cloud
Other Environment Fields  Fields (Environment fields) The following types of environment fields will not appear in the browser-based workflow designer. You can recreate existing fields as Miscellaneous environment fields and then access them in the Fields browser. 
  • Category Server
  • Mail Server
  • ServiceObject Server
  • SmartForms Server
  • SmartObject Server
  • Web Service URL
  • Workflow Management Server
  • Workflow Server

 

Object Browser - Workflow Context

K2 4.7 K2 Five/K2 Cloud Notes
Workflow Context Workflow  

 

Object Browser - Function Browser/Functions

K2 4.7 K2 Five/K2 Cloud Notes
Inline Functions Functions The following functions are not available in K2 Five/K2 Cloud: The following functions are not available at this time:

 

Workflow Wizards

K2 4.7 K2 Five/K2 Cloud Notes
Create Reference  Create Reference Step. Find it in the Basic steps.  
Set Data Fields Set Variables  
Set Folio Set Folio  
For Each Loop. Find it in the Logic steps.  
SmartForms Task Task Step - Form  
SharePoint Task Task Step - Form  
Custom Task Task Step - Form  
Send Email Send Email. Find it in the Basic steps.  
Call Sub Workflow Call Sub Workflow. Find it in the Basic steps.  

 

In the sections below, for items that don’t have an equivalent in K2 Five/K2 Cloud, see How To: Adding List Item Permissions for an example of using a SmartObject event to mimic the behavior and functionality.
Active Directory
K2 4.7 K2 Five/K2 Cloud Notes
Create New User Active Directory. Find it in the SmartObjects steps. Use ADUser SmartObject method. (Create) See Note
Update User Use ADUser SmartObject method. (Update) See Note
Disable User Use ADUser SmartObject method. (Disable) See Note
Add User to Group Use ADUser SmartObject method. (AddToGroups) See Note
Remove User from Group Use ADUser SmartObject method. (RemoveFromGroups) See Note
Remove User from All Groups Use ADUser SmartObject method. (RemoveFromAllGroups) See Note
Create Group Use ADGroup SmartObject method. (Create) See Note
Update Group Use ADUser SmartObject method. (Update) See Note
Remove Group Use ADUser SmartObject method. (Remove) See Note
Remove Members from Group Use ADUser SmartObject method. (RemoveMembers) See Note

 

Exchange
K2 4.7 K2 Five/K2 Cloud Notes
Create Mailbox Deprecated  
Disable Mailbox Deprecated  
Send Task Create an Outlook Task in a workflow  
Send Meeting Request Create an Exchange Appointment Form  

 

CRM4
K2 4.7 K2 Five/K2 Cloud Notes
Create Entity Item Use CRM SmartObject method. (Entity Create method). * See Note
Update Entity Item Use CRM SmartObject method. (Entity Update method). * See Note
Delete Entity Item Use CRM SmartObject method. (Entity Delete method). * See Note
Add Entity Item Reference Use CRM SmartObject method. (Entity List\Load method). * See Note

* You must register the service using the CRM4 Service Broker

 

CRM
K2 4.7 K2 Five/K2 Cloud Notes
Create CRM Entity Item Create CRM Entity Step. Find it in the steps.  
Update CRM Entity Item Update CRM Entity Step. Find it in the steps.  
Delete CRM Entity Item Delete CRM Entity Step. Find it in the steps.  
Get CRM Entity Item Reference Get CRM Entity Reference Step. Find it in the steps.  

 

Azure Active Directory
K2 4.7 K2 Five/K2 Cloud Notes
Create AAD Group Azure Active Directory. Find it in the SmartObjects steps. Use AAD Group SmartObject method. (Create) See Note
Create AAD User Use AAD User SmartObject method. (Create) See Note
Enable AAD User Not available  
Disable AAD User Not available  
Add AAD User to Group Use AAD User and Groups SmartObject method. (Add Users to Group) See Note
Remove AAD User from Group Use AAD User and Groups SmartObject method. (Remove Users from Group) See Note
Get AAD User Reference Use AAD User SmartObject method. (Get/Get List) See Note
Get AAD Manager Reference Use AAD User SmartObject method. (Get Manager) See Note
Get AAD Direct Reports Reference Use AAD User SmartObject method. (Get Direct Reports) See Note
Get AAD Group Reference Use AAD Group SmartObject method. (Get/Get List) See Note
Get AAD Group Users Reference Use AAD User SmartObject method. (Get Users in Group) See Note
Update AAD Group Use AAD Group SmartObject method. (Update) See Note
Update AAD User Use AAD User SmartObject method. (Update) See Note

 

DocuSign
K2 4.7 K2 Five/K2 Cloud Notes
Add Document Add Document Step. Find it in the steps.  
Add Recipient Add Recipient Step. Find it in the steps.  
Create Envelope Create Envelope Step. Find it in the steps.  
Create Tab Create Tab in Document Step. Find it in the steps.  
Delete Envelope Delete Envelope Step. Find it in the steps.  
Move Envelope to Folder Move Envelope to Folder Step. Find it in the steps.  
Remove Document Remove Document Step. Find it in the steps.  
Remove Recipient Remove Recipient Step. Find it in the steps.  
Resend Envelope Resend Envelope Step. Find it in the steps.  
Send Envelope Send Envelope Step. Find it in the steps.  
Void Envelope Void Envelope Step. Find it in the steps.  

 

SharePoint Wizards

SharePoint Documents
K2 4.7 K2 Five/K2 Cloud Notes
Upload Document Add Document to Library Step  
Update Document Properties Update Document Properties Step  
Delete Document Delete Document Step  
Get Document Reference Get Document Reference Step  
Check Out Document Check Out Document Step  
Check In Document Check In Document Step  
Discard Document Check Out Discard Document Check Out Step  
Copy Document Copy Document Step  
Move Document Move Document Step  
Create Folder (Documents) Use a SharePoint SmartObject method. (Create Folder) See Note
Rename Folder (Documents) Use a SharePoint SmartObject method. (Rename Folder) See Note
Delete Folder (Documents) Use a SharePoint SmartObject method. (Delete Folder) See Note
Move Folder (Documents) Use a SharePoint SmartObject method. (Move Folder) See Note
Add Document Permissions Use a SharePoint SmartObject method. (Add User or Group Permissions to Document by ID) See Note
Delete Unique Document Permissions Use a SharePoint SmartObject method. (Delete Unique Permissions from Document by ID) See Note
Remove Document Permissions Use a SharePoint SmartObject method. (Remove User or Group Permissions from Document by ID) See Note
Stop Inheriting Document Permissions Use a SharePoint SmartObject method. (Stop Inheriting Permissions on Document by ID) See Note

 

List Items
K2 4.7 K2 Five/K2 Cloud Notes
Create List Item Create List Item Step  
Update List Item Update List Item Step  
Delete List Item Delete List Item Step  
Get List Item Reference Get List Item Reference Step  
Copy List Item Copy List Item Step  
Move List Item Move List Item Step  
Add List Item Attachment Use a SharePoint SmartObject method. * See Note
Remove List Item Attachment Use a SharePoint SmartObject method. * See Note
Get List Item Attachment Reference Use a SharePoint SmartObject method. * See Note
Create Folder (Lists) Use a SharePoint SmartObject method. ** See Note
Rename Folder (Lists) Use a SharePoint SmartObject method. ** See Note
Delete Folder (Lists) Use a SharePoint SmartObject method. ** See Note
Move Folder (Lists) Use a SharePoint SmartObject method. ** See Note
Add List Item Permissions Use SharePoint SmartObject method. (Add User or Group Permissions to List Item by ID) See Note
Delete List Item Permissions Use SharePoint SmartObject method. (Delete Unique Permissions from List Item by ID) See Note
Remove List Item Permissions Use SharePoint SmartObject method. (Remove User or Group Permissions from List Item by ID) See Note
Stop Inheriting List Item Permissions Use SharePoint SmartObject method. (Stop Inheriting Permissions on List Item by ID) See Note

* You must enable Attachments on your SharePoint list to see this method
** You must enable folders on your SharePoint list to see this method

 

Libraries
K2 4.7 K2 Five/K2 Cloud Notes
Create Library Create Library Step  
Update Library Update Library Step  
Delete Library Delete Library Step  
Get Library Reference Get Library Reference Step  
Add Library Permissions

Use SharePoint SmartObject method. (Add User or Group Permissions to Library)

See Note
Delete Unique Library Permissions Use SharePoint SmartObject method. (Delete Unique Permissions from Library) See Note
Remove Library Permissions Use SharePoint SmartObject method. (Remove User or Group Permissions from Library) See Note
Stop Inheriting Library Permissions Use SharePoint SmartObject method. (Stop Inheriting Permissions on Library)> See Note

 

Lists
K2 4.7 K2 Five/K2 Cloud Notes
Create List Create List Step  
Update List Update List Step  
Delete List Delete List Step  
Get List Reference Get List Reference Step  
Add List Permissions

Use SharePoint SmartObject method. (Add User or Group Permissions to List)

See Note
Delete Unique List Permissions Use SharePoint SmartObject method. (Delete Unique Permissions from List) See Note
Remove List Permissions Use SharePoint SmartObject method. (Remove User or Group Permissions from List) See Note
Stop Inheriting List Permissions Use SharePoint SmartObject method. (Stop Inheriting Permissions on List) See Note

 

Sites
K2 4.7 K2 Five/K2 Cloud Notes
Create Site Create Subsite Step  
Update Site Update Subsite Step  
Delete Site Delete Subsite Step  
Get Site Reference Get Subsite Reference Step  
Add Site Permissions

Use SharePoint SmartObject method. (Add User or Group Permissions to Site)

See Note
Delete Unique Site Permissions Use SharePoint SmartObject method. (Delete Unique Permissions from Site) See Note
Remove Site Permissions Use SharePoint SmartObject method. (Remove User or Group Permissions from Site) See Note
Stop Inheriting Site Permissions Use SharePoint SmartObject method. (Stop Inheriting Permissions on Site)> See Note

 

Groups
K2 4.7 K2 Five/K2 Cloud Notes
Create Group Use SharePoint SmartObject method. (Create Group) See Note
Update Group Use SharePoint SmartObject method. (Update Group) See Note
Delete Group Use SharePoint SmartObject method. (Delete Group) See Note
Get Group Reference Use SharePoint SmartObject method. (Get Group/s) See Note

 

Users
K2 4.7 K2 Five/K2 Cloud Notes
Add User to Group Use SharePoint SmartObject method. (Add User to Group) See Note
Remove User from Group Use SharePoint SmartObject method. (Remove User from Group) See Note
Get User Reference Use SharePoint SmartObject method. (Get User from Group) See Note

 

Document Set
K2 4.7 K2 Five/K2 Cloud Notes
Copy Document Set Use SharePoint SmartObject method. * See Note
Create Document Set Use SharePoint SmartObject method. * See Note
Delete Document Set Use SharePoint SmartObject method. * See Note
Get Document Set Reference Use SharePoint SmartObject method. * See Note
Move Document Set Use SharePoint SmartObject method. * See Note
Rename Document Set Use SharePoint SmartObject method. * See Note
Update Document Set Use SharePoint SmartObject method. * See Note

* You must add the Document Set type in SharePoint to see this method

K2 Studio/K2 for Visual Studio

This section describes (but is not limited to) the differences between features in the K2 Studio/K2 for Visual Studio workflow design tool (sometimes referred to as the 'Thick Client' workflow designer) and the web browser-based workflow design tool in K2 Five/K2 Cloud. (In this article, K2 4.7 includes K2 blackpearl, K2  for SharePoint, and K2 smartforms.)

Process/Workflow

K2 4.7 K2 Five/K2 Cloud Notes
Line Rule Use a combination of Decision, Task, Split, Merge  
Process Start Rule Start Step
Conditional Start Rule
 
Process Escalation Not available at this time  
Go to Activity escalation Deadline Task Result If you need to go to a different step after a task has been dormant, you can setup a deadline with an expired task result and then from the decision step connect the expired decision line to the step you want to go to. See Deadline tab.
Async Server Event Wait for external system Use the Wait for external system option on any SmartObject step. See How To: Configure and use the "Wait for External System" option in a workflow

 

Process Wizards

K2 4.7 K2 Five/K2 Cloud Notes
SharePoint 2013 Process Wizards Choose your form or list using the Start Step  
SmartForms Process Wizards Choose your form using the Start Step  
SharePoint 2010 Events Process Wizard Deprecated  
SharePoint 2010 Workflow Integration Process Wizard Deprecated  
InfoPath Integration Process Wizard Deprecated  

 

Default Activity

K2 4.7 K2 Five/K2 Cloud Notes
Default Client Event Task See Using Task Recipients and Responses for an example
Event Notification Settings Task Notification  
Outcomes Task Results  
Destination Users (Participants) Recipients  
Limit the number of slots to Task Result options  
Create a slot for each destination Task Result Rule - Responses  
Expected Duration Due Date  
Start Rule Can use the Timer Step  
Escalations  
Preceding rule (K2 for Visual Studio) Merge  
Succeeding Rule Task Result Rule  
Exception Rule Errors  
Destination Rule Recipients rule  
Destination Slot Task Result Rule - Responses  

 

Destination Rule Options

K2 4.7 K2 Five/K2 Cloud Notes
Destination Rule Options: Plan per Destination - One at a time Not available at this time  
Destination Rule Options: Plan just once Not available at this time  
Destination Rule Options: Plan per Destination – All at Once Use the Task Step  
Destination Rule Options: Plan per slot - no destinations Use the Call Sub Workflow Step with Multiple option  
Keep roles synchronized Not available at this time  
Resolve all roles and groups to users Resolve groups to Individuals  

 

Object Browser

K2 4.7 K2 Five/K2 Cloud Notes
Process data fields Variables. Available in the Context Browser, also called Set Data Fields  
User Browser Select User Dialog. This dialog is available in Recipients Tab, Email Alert Tab, Reminders Tab, Send Email Step  

 

Object Browser - Environment

K2 4.7 K2 Five/K2 Cloud Notes
Category Server Fields (Environment fields) Environment fields are not available in K2 Cloud
Mail Server Fields (Environment fields) Environment fields are not available in K2 Cloud
SharePoint Server Fields (Environment fields) Environment fields are not available in K2 Cloud
SmartObject Server Fields (Environment fields) Environment fields are not available in K2 Cloud
Workflow Management Server Fields (Environment fields) Environment fields are not available in K2 Cloud
Workflow Server Fields (Environment fields) Environment fields are not available in K2 Cloud
Workflow Web Service Fields (Environment fields) Environment fields are not available in K2 Cloud

 

Object Browser - Workflow Context Browser

K2 4.7 K2 Five/K2 Cloud Notes
Process Instance Workflow  
Activity Instance Multi-Step  
Activity Destination Instance Use the Task User and Task sections in the Workflow tab of the Context Browser See Task User and Task sections not showing for all steps of a Multi-Step Workflow Known Issue
Workflow Activity instance destination data fields Deprecated  
XML fields Not available at this time  
Activity data fields Action Result  
Event Instance Step  
Line Instance Not available at this time  
Worklist Item Instance (Worklist Item Data) Use the Task User section in the Workflow tab of the Context Browser Worklist Item Instance (Platform) is not available in K2 Five/K2 Cloud

 

Object Browser - Function Browser/Functions

K2 4.7 K2 Five/K2 Cloud Notes
Inline Functions Functions The following functions are not available in K2 Five/K2 Cloud: The following functions are not available at this time:

 

Event Wizards

K2 4.7 K2 Five/K2 Cloud Notes
Create Reference Create Reference Step. Find it in the Basic steps.  
For Each Loop. Find it in the Logic steps You can also use the Call Sub Workflow step to start a sub workflow for each item in a list.  
Code Reference Deprecated  
Data Event Deprecated  
Default Server Use SmartObject methods. Web-based brokers (REST, OData, Web Services, WCF) allow for code encapsulation.  
Email Send Email. Find it in the Basic steps.  
Forms Generation Client Deprecated  
InfoPath Client Deprecated  
IPC Call Sub Workflow. Find it in the Basic steps.  
Item Reference Deprecated  
Placeholder Placeholder. Find it in the Basic steps.  
SmartForms Client Use Task  
SmartObject SmartObject Method. Find it in the Basic steps.  
Upload InfoPath Form Deprecated  
SharePoint 2010 Deprecated  

 

In the sections below, for items that don't have an equivalent in K2 Five/K2 Cloud, see How To: Adding List Item Permissions for an example of using a SmartObject event to mimic the behavior and functionality.
Active Directory
K2 4.7 K2 Five/K2 Cloud Notes
Create New User Active Directory. Find it in the SmartObjects steps. Use ADUser SmartObject method. (Create) See Note
Update User Use ADUser SmartObject method. (Update) See Note
Disable User Use ADUser SmartObject method. (Disable) See Note
Add User to Group Use ADUser SmartObject method. (AddToGroups) See Note
Remove User from Group Use ADUser SmartObject method. (RemoveFromGroups) See Note
Remove User from All Groups Use ADUser SmartObject method. (RemoveFromAllGroups) See Note
Create Group Use ADGroup SmartObject method. (Create) See Note
Update Group Use ADUser SmartObject method. (Update) See Note
Remove Group Use ADUser SmartObject method. (Remove) See Note
Remove Members from Group Use ADUser SmartObject method. (RemoveMembers) See Note

 

Exchange
K2 4.7 K2 Five/K2 Cloud Notes
Create Mailbox Deprecated  
Disable Mailbox Deprecated  
Send Task Create an Outlook Task in a workflow  
Send Meeting Request Create an Exchange Appointment Form  

 

CRM4
K2 4.7 K2 Five/K2 Cloud Notes
Create Entity Item Use CRM SmartObject method. (Entity Create method). * See Note
Update Entity Item Use CRM SmartObject method. (Entity Update method). * See Note
Delete Entity Item Use CRM SmartObject method. (Entity Delete method). * See Note
Add Entity Item Reference Use CRM SmartObject method. (Entity List\Load method). * See Note

* You must register the service against the CRM4 Service Broker

 

CRM
K2 4.7 K2 Five/K2 Cloud Notes
Create CRM Entity Item Create CRM Entity Step. Find it in the steps.  
Update CRM Entity Item Update CRM Entity Step. Find it in the steps.  
Delete CRM Entity Item Delete CRM Entity Step. Find it in the steps.  
Get CRM Entity Item Reference Get CRM Entity Reference Step. Find it in the steps.  

 

Azure Active Directory
K2 4.7 K2 Five/K2 Cloud Notes
Create AAD Group Azure Active Directory. Find it in the SmartObjects steps. Use AAD Group SmartObject method. (Create) See Note
Create AAD User Use AAD User SmartObject method. (Create) See Note
Enable AAD User Not available  
Disable AAD User Not available  
Add AAD User to Group Use AAD User and Groups SmartObject method. (Add Users to Group) See Note
Remove AAD User from Group Use AAD User and Groups SmartObject method. (Remove Users from Group) See Note
Get AAD User Reference Use AAD User SmartObject method. (Get/Get List) See Note
Get AAD Manager Reference Use AAD User SmartObject method. (Get Manager) See Note
Get AAD Direct Reports Reference Use AAD User SmartObject method. (Get Direct Reports) See Note
Get AAD Group Reference Use AAD Group SmartObject method. (Get/Get List) See Note
Get AAD Group Users Reference Use AAD User SmartObject method. (Get Users in Group) See Note
Update AAD Group Use AAD Group SmartObject method. (Update) See Note
Update AAD User Use AAD User SmartObject method. (Update) See Note

 

DocuSign
K2 4.7 K2 Five/K2 Cloud Notes
Add Document Add Document Step. Find it in the steps.  
Add Recipient Add Recipient Step. Find it in the steps.  
Create Envelope Create Envelope Step. Find it in the steps.  
Create Tab Create Tab in Document Step. Find it in the steps.  
Delete Envelope Delete Envelope Step. Find it in the steps.  
Move Envelope to Folder Move Envelope to Folder Step. Find it in the steps.  
Remove Document Remove Document Step. Find it in the steps.  
Remove Recipient Remove Recipient Step. Find it in the steps.  
Resend Envelope Resend Envelope Step. Find it in the steps.  
Send Envelope  
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