Features |
Active directory |
K2 Management Console - Active Directory Service2
Active Directory Event Wizard - Overview
Active Directory Wizard in K2 Designer for SharePoint
Active Directory Event Wizard in K2 Studio and K2 Designer for Visual Studio How to add custom properties to the Active Directory Event Wizard
Using the SharePoint People Picker
Run As - Security Considerations
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Batch Actions |
How to use the K2 Worklist Batch Actions in K2 Workspace
How to use the Worklist Batch Actions in Process Portals
Adding an Action
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CRM |
Customer Relationship Management Introduction
Requirements and Supported Entities
How to create a New CRM Server Object
Adding a CRM Entity Service Instance
Adding a CRM Functions Service Instance
Managing CRM SmartObject
Dynamic CRM SmartObject
Creating a new CRM Service Object and SmartObject
Export and Import Prerequisites and Preparation for CRM SmartObjects
How to export the SmartObject
How to import CRM SmartObjects
Troubleshooting - SmartObject Import and Export
Using the thick client CRM Wizard
Using the thin client CRM Wizards
Troubleshooting - Error when dragging the CRM wizard onto the design canvas
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Destination Users |
Destination Rule
Creating Multiple Expressions
Destination Rule Planning examples
Plan per Slot - No Destination example
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Environment Library |
Understanding the K2 Environment Library
Managing the K2 Environment in Management Console
Creating a new environment using K2 Process Portals
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Exchange |
Exchange Wizard overview
Exchange Management Service in Management Console
Exchange Management Service in Management Console
Example
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Inline Functions |
Overview
Special considerations when using expressions
Data Type Mapping
Function Browser
Expression
Build an Expression
Save Inline Function for reuse
Examples
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IPC |
IPC UI and threading
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K2 Studio |
K2 Studio Ribbon
Process Helper
Process Guides
Wizards
SmartObject Integration
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K2 Designer for SharePoint |
Overview
Functionality Matrix
Important Considerations
Accessing K2 Designer for SharePoint
Ribbon menu
Design Canvas
Working on the design canvas
Wizards
Using Process Approval
Deploying a workflow
Starting the workflow
Creating Portable Workflow
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K2 Designer for Visual Studio |
Creating a Project
K2 Project Properties
TFS Integration guidelines
K2 Solution Explorer
K2 Toolbar
Design canvas
Wizards
Creating SmartObjects
MSBuild
Process Management
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MSBuild |
Using MSBuild |
Notification events |
Overview
Architecture
Custom Event Designer
Notification Event Designer
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Object Browser |
Understanding the Object Browser
Environment Browser
User Browser
Process/Activity Data Browser
Workflow Context Browser
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Oracle Service |
Introduction
Tables
Views
Stored Procedures
Functions
Packages
Oracle Service Instance Configuration
Edit Service Instance
How to use the Oracle Service Instance
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Outcomes |
How to Configure Outcomes |
Out of Office |
Introduction
Architecture
Configuring Out of Office in K2 Process Portal
Configuring Out of Office in SharePoint Central Administration
Configuring Out Of Office in the K2 Worklist in SharePoint
Configuring Out of Office in the K2 Worklist in Workspace
Managing Out of Office in Management Console
Manager configuration in K2 Workspace
Accessing a shared Worklist
Example
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Permissions |
Required permissions in K2 blackpearl
Active Directory
Exchange
Setting permissions for a User or Group in K2 Process Portals
Configuring Security in K2 Workspace
Process Portal Out of the Box Reports permissions
SmartBox - SmartObject Security options
SmartBox - System Actions
K2 Web Parts permissions
Workflow Server - Process Rights
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Process Portals |
Creating a Process Portal Site
Adding a K2 Process to the Process Portal
Using Process Portals
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Reports |
Reports in K2 Workspace
Reports in K2 Process Portals
Using RDL Reports with K2
Creating K2 Platform based RDL Reports in Visual Studio
Creating Workflow Reporting SmartObjectsView Flow
Example
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Run As |
Introduction
Prerequisites
Run As in K2 Workspace
Components using Run As
Security Considerations
Run Time vs Design Time
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Rules |
K2 Rules and Logic
Preceding Rule
Activity Start Rule
Process Rules
Destination Rule
Escalation Rule
Line Rule
Exception Rule
Succeeding Rule
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SalesForce |
Steps to integrate with SalesForce |
Service Objects |
Using SmartBox Services
SmartObject Services
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SharePoint BCS |
BCS Introduction
BCS Integration Architecture
External List and Column data in K2
Example
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SharePoint Copy and Move - Preserve Metadata and Versioning History |
SharePoint List Items Wizard - Update List Item From Content Control
SharePoint List Items Wizard - Copy List Item Destination
SharePoint Document Wizard - Copy Document Destination
SharePoint Document Wizard - Move Document Destination
SharePoint Document Wizard - Update Document Metadata from Content Control
KB001352 - New functionality added to the Copy, Update and Move options available in the SharePoint List Items and Documents Wizards
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SmartActions |
Understanding SmartActions
Design Time
Run Time
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SmartObjects |
Introduction
SmartObject Principles
SmartObject Relationships
Out of the Box SmartObjects
Configuring SmartObject Access in K2 Designer for SharePoint
SharePoint SmartObject Configuration Synchronization
CRM SmartObjects
SQL SmartObjects
Creating a SmartObject
Creating a Workflow Reporting SmartObject
Creating a Workflow SmartObject
Deleting SmartObjects in K2 Studio
Deploying a SmartObject in K2 Studio
Exporting and Importing SmartObjects
Oracle SmartObject Service
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TFS Integration |
TFS Integration Guidelines |
View Flow |
View Flow
Understanding the SharePoint View Flow Process
Understanding View Flow Charts
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Web Parts |
My Processes
Worklist Web Parts
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TFS Integration |
Microsoft Team Foundation Server Integration Guidelines |
Wizards (Thick Client) |
Wizards in K2 Studio and K2 Designer for Visual Studio
K2 Process Wizard Combinations.
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Wizards (Thin Client) |
Wizards in K2 Designer for SharePoint
K2 Process Wizard Combinations.
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Worklist |
Worklist in SharePoint
Worklist In K2 Workspace
Worklist in Management Console
Understanding My Worklist
Worklist Actions
Batch Actions in Workspace K2 Worklist
Actions and Batch Actions in Process Portals
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