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.
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.)
K2 4.7 | K2 Five/K2 Cloud | Notes |
---|---|---|
Workflow Start Options | Start Step |
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. |
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 |
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.
|
K2 4.7 | K2 Five/K2 Cloud | Notes |
---|---|---|
Workflow Context | Workflow |
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:
|
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. |
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 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
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.)
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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:
|
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. | |
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 |
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 |