K2 Workflow Designer - Start Form
The Start Form wizard screen is used to specify the rule to start the workflow. Rule Actions can also be enabled or disabled here.
Fig. 1. Workflow Settings - Start SmartForms
| Feature | What it is | How to use it |
|---|---|---|
| Select Rule |
The Rule to be applied when starting the workflow |
Select the Rule |
| Move Up | Moves the Rule Action one position up | Select a Rule Action, then click Move Up |
| Move Down | Moves the Field one position down | Select a Rule Action, then click Move Down |
| Enable | The Rule Action to be enabled | Select a Rule Action, then click Enable |
| Disable | The Rule Action to be disabled | Select a Rule Action, then click Disabled |
The second part of the Start Form is where Data Fields can be set with Form data when the workflow starts. Additional Data Fields that were added in the Data Fields step, can be set by dragging values across from the Context Browser or typing a value.
Fig. 2. Workflow Settings - Start Form continue
| Feature | What it is | How to use it |
|---|---|---|
| Search | Search for the Data Field | Type text to search for a specific Data Field |
| Show: All Fields | Shows all fields | Select the option |
| Show: Required Fields | Shows only required fields | Select the option |
| Update | The Data Field will be updated when the workflow starts | Tick the option |
| Name | The Name of the Data Field | N/A |
| Value | The Value that should update the Data Field | Type a value or drag and drop a value from the Context Browser |
How to use the Workflow Integration in the K2 Workflow Designer