Note: This documentation gets updated only when necessary, as the product is in sustained mode. For product updates see the Release Notes.

Upload Document

This wizard is found on the SharePoint 2013 - Document Events node in K2 Studio and the K2 Designer for Visual Studio..

What does it do?

The Upload Document event allows you to upload a document to a SharePoint document library.

How is it used?

A business application may upload documents provided for archival, editing, or review purposes.

Select Source

Select the document reference, content, and options.

Field	Description	Sample Value
Document Reference	Use this option if a reference was created earlier in this workflow.	Select the reference from the drop down list.
Use Content	Use a content field and drag a preconfigured field from the context browser such as an item reference or SmartObject load method property.	Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.
Overwrite existing document	Select to overwrite any existing document in the library.	Select the option if required.
Continue if document is checked out	Select to continue the workflow if even if the document is checked out.	Select the option if required.
Continue if there is no document to upload	Select to continue the workflow even if the document to upload is not found.	Select the option if required.

Select Destination

Select the destination collection and folder for the uploaded document.

Field	Description	Sample Value
Use a library that is referenced in this workflow	Use this option if a reference was created earlier in this workflow.	Select the reference from the drop down list.
Template	Select the SharePoint document template.	Click on the drop-down and select the required template.
Browse to library	This property is populated with the default SharePoint Site Collection.	Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.

Specify Destination Library

On the Specify Destination Library page of the wizard, specify the document library where the document is to be uploaded.

Field	Description	Sample Value
Library Navigation	When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard. Use the Root button to navigate to the Main SharePoint Site Collection. Use the Up button to navigate on step back in the breadcrumb.
Library List	Select the SharePoint library where the document must be uploaded to.	Click on the library

Specify Values

On the Specify Values page of the wizard, specify the document properties to update.

Field	Description	Sample Value
Content Type	The content type drop-down will be populated if multiple content types have been added to the library used in the wizard. This allows you to select a specific content type, and only populate the properties for that content type, instead of having to scroll through all the properties to find the properties that match the content type you want to use.	Select a content type from the drop - down.
Filter Fields	To update fields: Select the check box before the field to enable updating. Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property. Note that when a SmartObject Load method property is used, an input property is required for the correct information to load. The selected fields are updated with new values when running the workflow.
Create Document Reference	Specify a unique name which can be Referenced later in this workflow. This reference can be used to identify the document.	Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.

Field

Description

Sample Value

Content Type

The content type drop-down will be populated if multiple content types have been added to the library used in the wizard. This allows you to select a specific content type, and only populate the properties for that content type, instead of having to scroll through all the properties to find the properties that match the content type you want to use.

Select a content type from the drop - down.

Filter Fields

To update fields:

Select the check box before the field to enable updating.
Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property.

Note that when a SmartObject Load method property is used, an input property is required for the correct information to load.
The selected fields are updated with new values when running the workflow.

Create Document Reference

Specify a unique name which can be Referenced later in this workflow.

This reference can be used to identify the document.

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.