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Create Subsite step

Use the Create Subsite step to create a new SharePoint subsite. You can use this step in a workflow to create the new subsite and then add lists and libraries to it in subsequent workflow steps.

Subsite creation works in the following way:

During the Create Subsite step, the subsite is created and automatically integrated with K2 for SharePoint
After the Create Subsite step, you can use the Create List and the Create Library steps in the workflow to add lists and libraries to the new site (even though it technically doesn't exist yet), as well as items and documents to those lists and libraries
However, if you need to design new K2 applications on the subsite, you must manually activate K2 for SharePoint

You can use the Create Subsite step, for instance, to automatically create a new subsite for each instance of a client details workflow, with new lists and libraries to track sensitive information.

To use the SharePoint steps in K2 Workflow Designer, you must have SharePoint installed in your environment. To see the version of SharePoint that K2 supports, view the Compatibility and Support Matrix.

Drag the Create Subsite step from the SharePoint category, Favorites bar, or the Recent category onto the canvas.

Example of a Create Subsite step in a workflow

How to add a Create Subsite step

From the Toolbox, click the SharePoint category and then Sites. Drag the Create Subsite step onto the canvas.

Error Console

Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
Select the Create Site tab. Use this tab to configure the properties.

The following table explains the options available on this tab:

Option	Explanation	How to Use
Pick Site	Use this to specify the SharePoint Site Collection in which to create the subsite. Select a site.	Click the menu and select Browse to browse to a specific one.
URL Name	Use this to specify the relative URL of the new subsite. This is the URL minus the server address. For example, /mysubsite	Type a value in the URL Name field or drag a pre-configured field from the Context Browser such as a Variable, Item Reference or SmartObject Load method property.
Properties
Site Template	Use this to select a template for the subsite. Templates determine the default views and organization of the site.	Click the Site Template menu to select a template. K2 supports various site templates and can be activated to publishing sites. K2 does not check site template types, only Lists and Libraries. If your site template has Lists or Libraries that are not supported, then your site template will not be supported. For example, the Publishing site template contains unsupported types such as the Reusable Content library, and this library cannot be integrated with K2. Check the supported types to ensure that your site template, and the types that it contains, are supported. For more information on supported artifacts see Supported Artifacts.
New Subsite	Specify the name for the site, and optionally add a description for the subsite. Enter a value or drag Functions, Fields, SmartObjects and Workflow related items from the Context Browser into this field.	Click the Name field to add a name by typing or dragging a value. Click Add to add a property. To delete a property, select it and click the Trash bin.
Use Subsite Later	Allows you to create a reference to the subsite to use from other steps within the workflow.	Click the Create link to create a reference. Click the Edit link to edit the reference name. If you edited the reference name and want to reset it, click the Reset Name link.

From the menu select Browse and navigate to a location to add the subsite.
Select the Site and click OK.

For more information about the different browse states and errors, see the Browse States topic.

For more information on how to use the breadcrumb bar, see the How to use the Breadcrumb topic.

Specify the subsite URL. Type values or create dynamic values by dragging Functions, Fields, SmartObjects and Workflow-related items from the Context Browser into the fields.
Select a template from the Site Template menu.
Specify a title (name) for the subsite. You can drag fields from the Context Browser or type a value in manually.

For more information on how to use SmartFields, see the SmartField Composer topic.

To add additional properties, click Add.
To delete properties, select them and click the Trash bin.
To create a reference click Create. Reuse this reference in the current step or from another step in your workflow.
To edit the auto-generated reference title, click Edit.
To locate the added reference, expand the Context Browser, select Fields and then expand the Reference section.
With the step selected, select the Properties tab.

The following table explains the options available on this tab:

Option	Explanation	How to Use
Title / Name	By default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box.	Enter a value into the Title/Name field.
Reset link	Use the link to reset any changes to the title.	Click the Reset link to reset the Title/Name field to default value.
Show Label	Allows you to see the step label on the canvas. The label shows the value of the title.	Check the check box to display step label on the canvas.
Description	Allows you to add a detailed description for the step.	Enter a value into the Create Newfield.
Notes	Allows you to add additional notes for the step.	Enter a value into the Notes field.

Click the Errors tab.

Different types of exceptions can occur on a step, such as:

Type	Description
Known exceptions	Any SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab.
Unhandled exceptions	Any unknown runtime exceptions.

The tab contains the following known exceptions:

Exception	Explanation	How to Use
Continue on error	On step execution and an error occurs, continue to the next step in the workflow.	Check the check box to continue the workflow if a problem occurs.
Use existing subsite on site if match found	If a subsite already exists, the following options are available: If this option is selected - The existing subsite is used and a new one is not created. If this option is not selected - A runtime exception error occurs.	Check the check box to use the existing subsite. Uncheck to raise an exception error if a matching subsite is found.

Exception

Explanation

How to Use

Continue on error

On step execution and an error occurs, continue to the next step in the workflow.

Check the check box to continue the workflow if a problem occurs.

Use existing subsite on site if match found

If a subsite already exists, the following options are available:

If this option is selected - The existing subsite is used and a new one is not created.
If this option is not selected - A runtime exception error occurs.

Check the check box to use the existing subsite.

Uncheck to raise an exception error if a matching subsite is found.

The tab contains the following unhandled exception:

Exception	Explanation	How to Use
Log Exception	Logs the exception to the error log.	Check the box to log the exception.

Your changes are automatically saved.