K2 Designer for SharePoint - Workflow Name

The Workflow Name wizard screen is used to specify a Name and Description for the Workflow. In addition, the method to start a Workflow can be selected. The Workflow Name wizard screen is context sensitive and will display differently depending on whether the Workflow should integrate with SharePoint or InfoPath.

Fig. 1. Workflow Settings - SharePoint Integration

Fig. 2. Workflow Settings - InfoPath Integration

Feature	What it is	How to use it
Name	The Name of the Workflow. The Red line at the beginning of the text box indicates that the Name text box is mandatory	Type a name for the new Workflow in the Name text box
Description	The description of the Workflow	Type a brief description for the new Workflow
Category	The category text box is automatically populated with the SharePoint site and Library/List name. This can be edited to another user specified category	Type another category if required
Start Workflow manually	When a document or list is uploaded in the library the Workflow has to be assigned and started manually by the user	Select the option if required
Start Workflow when item is created	The Workflow starts automatically when the document or list is uploaded in the library	Select the option if required
Start Workflow when item is changed	The Workflow will start automatically if the document or list is edited	Select the option if required
Folio	The Folio text box is used to add static or dynamic information that is used to uniquely identify the running instances of the Workflow	Type text or drag and drop a field from the Context Browser