Integration

Learn how to integrate with other systems and use the data in your workflows and forms. You can follow these How-Tos to replicate the functionality in another environment when you use the relevant configuration values or users for that environment. You can further modify or extend the scenarios to work better for your organization’s requirements.

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Scenario	Category	Tooling	Components
Add a Dynamic View Flow Link to a SharePoint List Use this to add a View Flow report link to a SharePoint list item.	View Flow	K2 for SharePoint	Workflow Microsoft SharePoint
Adding List Item Permissions Use this to customize permissions on a SharePoint list item using steps in a workflow.	Microsoft SharePoint	K2 for SharePoint	Workflow Microsoft SharePoint
Upload a File to a SharePoint Library with the File Attachment Control Use a File Attachment control along with a button and rule to upload a file from a view to a SharePoint library.	Microsoft SharePoint	K2 for SharePoint	Form Microsoft SharePoint
Configure and use the "Wait for External System" option in a workflow Configure and use the Wait for external system option in a SmartObject workflow event. This option provides a way of pausing a workflow and waiting for an external application to finish doing something before it continues.	SmartObject	Designer	SmartObject Workflow API
Create a Custom DocuSign Search Filter for the Envelope List Use the custom DocuSign envelope list search filter to create a specific search for envelopes received, sent, drafted and deleted based on the folders within DocuSign.	DocuSign	Designer	View Form DocuSign
Create a DocuSign Envelope List View Use a DocuSign envelope list view to see all envelopes received, sent, drafted and deleted in the last 30 days.	DocuSign	Management Site Designer	View DocuSign
Create a SmartObject Association A SmartObject association creates a relationship between two data sources, similar to a join statement in SQL. For example, you associate a list of employees with a list of departments, or a list of customers with a list of regions.	SmartObject	Designer	SmartObject View
Create a Basic Composite SmartObject A composite SmartObject combines data from multiple data sources and shows it in a single list.	SmartObject	Designer	SmartObject View
Create a workflow with DocuSign Events Create an end-to-end solution with DocuSign functionality to automate the signing of a document stored in SharePoint.	DocuSign	Management Site Designer K2 for SharePoint	Workflow DocuSign
Create an Exchange Appointment Form Use the Appointment SmartObject of the Exchange Online Service Type to create a form that sets up appointments in attendees' Outlook calendars.	Microsoft Exchange	Management Site Designer	SmartObject Form Microsoft Exchange
Create an Outlook Task in a workflow Use the Task SmartObject of the Exchange Online Service Type in a workflow to create Outlook calendar tasks.	SmartObject	Management Site Designer	SmartObject Workflow Microsoft Exchange
Create Embedded Signatures with DocuSign Using DocuSign to automate the signing of a document, including embedding the DocuSign signing experience in a form, which means that you don't need to log in to DocuSign to sign documents.	DocuSign	Management Site Designer	SmartObject View Form Workflow DocuSign
Update an Existing SmartObject to Another Data Source and Reconfigure a View Rule Learn how to rebind the properties and replace the methods of an existing SmartObject with those from another SmartObject.	SmartObject	Designer	SmartObject View
Use the Oracle Broker in an Environment Create a new instance of the Oracle Service broker, then create an advanced SmartObject using the properties and methods discovered.	Oracle	Designer	SmartObject View
Use the OData Feed with Microsoft Excel Expose SmartObject data through the SmartObject OData API for powerful integration with third-party tools like Excel. This topic shows you how to access the service in Excel to analyze and chart SmartObject data using Excel's functionality.	OData	Management Site	Microsoft Excel API
Use the OData Feed with Microsoft Power BI Expose SmartObject data through the SmartObject OData API for powerful integration with third-party tools like Power BI. This topic shows you how to access the service in Power BI so that the you can analyze and chart SmartObject data using Power BI.	OData	Management Site	Microsoft Power BI API
Workflow REST API Server Event with Microsoft Power Automate Use the Workflow REST API connector to send a message from a workflow to Microsoft Teams using Microsoft Power Automate.	REST	Management Site Designer Workflow REST API	Microsoft Power Automate API
Use Microsoft Power Automate to start a workflow when a SharePoint list item is created Create a Workflow REST API connector in Microsoft Power Automate and create flows that start a workflow from SharePoint.	REST	Management Site Designer K2 for SharePoint	Microsoft Power Automate API
Use Microsoft Power Automate to start a workflow when an email arrives in a folder in Outlook Create a Workflow REST API connector in Microsoft Power Automate and create flows that start a workflow from Outlook.	REST	Management Site Designer	Microsoft Power Automate Microsoft Outlook API
Workflow REST API Task Redirect with Microsoft Power Automate Use the Workflow REST API connector in Microsoft Power Automate to redirect a Task using an Outlook trigger.	REST	Management Site Designer	Microsoft Power Automate Microsoft Outlook API
Use a Parameter to Transfer Data from a SmartForm to a SmartObject Save values stored in view parameters to an unbound SmartObject.	SmartObject	Designer	View SmartObject
Create a SmartObject to connect to a SQL database Create a SQL Server Service instance connecting to a SQL database. Then create an advanced SmartObject of a table in that database with a SmartForm view to read and edit the data.	SmartObject	Management Site Designer	View SmartObject
Create a SmartObject to connect to a REST service Create a REST service instance that exposes data from a store, then create an advanced SmartObject to use that data on a SmartForm.	SmartObject	Management Site Designer	View SmartObject
Delete application artifacts Delete application elements such as workflows, SmartObjects, views, and forms to clean up an environment.	Environment	Designer Management Site K2 for SharePoint	SmartObject View Form Workflow
Retrieve user details in a form and a workflow There are different ways to retrieve user information in the system. This how-to shows you how to retrieve user details in a view, form, and workflow using a URM-based SmartObject.	SmartObject	Designer	SmartObject View Form Workflow
Use a REST Service-based SmartObject in a workflow loop Create an advanced SmartObject with chained methods to retrieve serialized data and then deserialize the data as a list. Configure a loop step in a workflow to send an email for each list item returned.	REST	Management Site Designer	SmartObject Workflow