K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Associate a SharePoint Document Library with a Process

Associate a SharePoint Document Library with a Process

 To associate a SharePoint Document Library with a Process perform the following steps:

  1. Go to the Document Library you would like to add the process to.
  2. Navigate to Settings > Document Library Settings
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  3. Select Workflow Settings
  4. Select Add or Change a Workflow
    If a workflow was not previously added then you may not see the Workflow Settings screen above, instead the Add a Workflow screen will be displayed.
  5. Select a K2 Workflow Template.
  6. Type in a Unique name for the workflow.
  7. Select a Task list if no task list currently exists, a task list will be created (Tasks(new) is the default).
  8. Select the Start Options.
  9. Click the Next button.
  10. The name of the workflow is pre-populated from the previous screen. Comments can be added if required.
  11. Click OK
Multiple K2 processes can be associated with a SharePoint List or Library, however, when the start process event is triggered such as adding a new document then all the associated K2 processes will be started.
See Also

 

 


K2 blackpearl Help 4.6.10 (4.12060.1690.0)