Create List Item step

Use the Create List Item step to create a new item in a SharePoint list. You can use the Create List Item step in a workflow to add one or more list items to a list, such as in a workflow that keeps a secondary list of items generated from data, approval steps, and documents.

To use the SharePoint steps in K2 Workflow Designer, you must have SharePoint installed in your environment. To see the version of SharePoint that K2 supports, view the Compatibility and Support Matrix.

Drag the Create List Item step from the SharePoint category, Favorites bar, or the Recent category onto the canvas.

Example of a Create List Item step in a workflow
  1. From the Toolbox click the SharePoint category, the List Items category and then drag the Create List Item step onto the canvas.
    2. For more information on how to use the error console, see the Error Console topic.
  2. Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
  3. Select the Create List Item tab. Use this tab to configure the list item properties.

    4. The following table explains the options available on this tab:

    OptionExplanationHow to Use

    Pick List

    Use this to specify the list where the list item is to be created. Browse to a select a list.

    If the SharePoint Site contains subsites, navigate to the list by clicking the subsite.

    Click the menu and select Browse to browse to a specific one.

    Folder

    Use this to specify a destination folder for the List. The folder textbox will be ignored if folders are not enabled on the list. If the name of the specified on the list does not exist, it will be created. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.

    		Type or drag values into the field.
    New List Item

    Use this to add properties for the list item. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.

    Click Add to add a property.

    Click the menu to select the property. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.

    To delete properties, select them and click the Trash bin.

    Use List Item LaterUse this to create a reference to the new list item to use from other steps within the workflow.

    Click the Create link to create a reference.

    Click the Edit link to edit the reference name. If you edited the reference name and want to reset it, click the Reset Name link.

  4. From the Pick List menu select Browse and navigate to a list.
  5. Select the site and list and click OK.

    6. For more information about the different browse states and errors, see the Browse States topic.

    For more information on how to use the breadcrumb bar, see the How to use the Breadcrumb topic.

  6. Add a name in the Folder field if you want to add the list item to a folder within the list. if the name, for the specified folder does not exist, it will be created.
  7. In the added property field, type a value, use inline functions, or dynamic fields, by clicking Add to expand the Context Browser. Within the Context Browser, select inline functions and fields from the Functions, Fields, SmartObjects and Workflow categories. Click and drag the function into the property field.

    8. For more information on how to use Smartfields see the Smartfield Composer topic. Added filters can be grouped together to form parameters. To group parameters, click the AND button.

  8. To add additional properties, click Add.
  9. To delete properties, select them and click the Trash bin.
  10. To create a reference click Create. Reuse this reference in the current step or from another step in your workflow.
  11. To edit the auto-generated reference title, click Edit.
  12. To locate the added reference, expand the Context Browser, select Fields and then expand the Reference section.
  13. With the step selected, select the Properties tab.

    14. The following table explains the options available on this tab:

    OptionExplanationHow to Use
    Title / NameBy default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box.Enter a value into the Title/Name field.
    Reset linkUse the link to reset any changes to the title.Click the Reset link to reset the Title/Name field to default value.
    Show LabelAllows you to see the step label on the canvas. The label shows the value of the title.Check the check box to display step label on the canvas.
    DescriptionAllows you to add a detailed description for the step.Enter a value into the Create New field.
    NotesAllows you to add additional notes for the step.Enter a value into the Notes field.
  14. Click the Errors tab.

    15. Different types of exceptions can occur on a step, such as:

    TypeDescription
    Known exceptionsAny SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab.
    Unhandled exceptionsAny unknown runtime exceptions.

    The tab contains the following known exception:

    ExceptionExplanationHow to Use
    Continue on errorOn step execution and an error occurs, continue to the next step in the workflow.Check the check box to continue the workflow.

    The tab contains the following unhandled exception:

    ExceptionExplanationHow to Use
    Log ExceptionLogs the exception to the error log.Check the box to log the exception.

  15. Your changes are automatically saved.