Process Approval - Activating Process Approval

To make use of the Process Approval feature in the K2 Designer for SharePoint it first needs to be activated. This can be done in either:

SharePoint Site Actions or
within the SharePoint Central Administration under the Activate All K2 Features and K2 Configuration Settings
in the K2 Designer for SharePoint Configuration page.

To activate the Process Approval feature in the K2 Designer for SharePoint Configuration perform the following steps:

The Browser User that is configuring the K2 Process Approval feature in Central Administration or on the Site Collection Settings requires K2 Admin rights.

Rights and Permissions

If activating from SharePoint central Administration, the following is required:

Application Pool User: K2 Admin rights
Logged on user: Local Admin Rights, K2 Admin

If activating from a site collection, the following is required

Site Application pool User: Local Administration rights

Local Administration rights are only required on Site Collections if Process Activation was never performed on the site from SharePoint Central Administration

Logged on User: K2 Admin Rights

How to Activate Process Approval

On the SharePoint home page browse to Site Actions > K2 Site Settings or if using SharePoint Central Administration, click on the K2 for SharePoint tab.

Select K2 Designer for SharePoint Configuration. The following screen will be displayed:

On the Process Approval section of the page, select the Approve using the default approval process option.

Modify the Process Approvers Role name if required.

Use the People Picker to assign Role Members to the Process Approval process.

The Role Members defined here will be the destination users for the process. This is stored in a K2 Role and can be modified using the Management Console. The members of this Role can consist of SharePoint Group, Active Directory Group, a user or an e-mail distribution list.

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