How to hide task actions on worklist control

[#1]

Topic

There are rules on the task form that gets triggered when users attempt to action a task. But these rules will not get executed when users action the task from the worklist control, instead of opening the task form and action the task with the form. How do you prevent this from happening?

In this case, the solution is to hide the task actions on the worklist control to force users to action the task with the task form.

Instructions

1. Go to K2 Designer
2. Edit the workflow that assigns the task
3. Select the Task step
4. On the Task tab, under Actions, click on the eye icon next to each action to hide it
5. If there are other tasks you want to hide the action, repeat step 3 and 4 for the other Task steps in the workflow
   
   
   
   
6. Deploy the workflow
7. When a new instance of the workflow assigns the task, the user should no longer see the task actions on the worklist control

Please note that the changes made will only apply to new instances of the workflow. If there are process instances that are already running before you deploy a new version of the workflow, tasks assigned by those process instances will still have the actions available for selection on the worklist control.

Additional Information

If users are using K2 Workspace to open their tasks, there is a way to hide the task actions on K2 Workspace without making any changes to the workflows.

Go to K2 Management > Users > Workspace Settings, and uncheck Actions.

Related Links

• Workspace Settings