K2 Workflow Designer - Workflow Steps

This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five, these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five. These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.

The Workflow Steps section in the K2 Workflow Designer is an easy access point for all the building blocks necessary to build dynamic business applications. The Workflow Steps section contains the Wizard Category Drop down that is an easy way to access all the wizards as well as all the outcome templates available in the designer.

Fig. 1. Workflow Templates Menu

Feature What it is
General Configures the step to send an e-mail during the workflow, set the folio or set data fields
User Tasks Facilitates the interaction with a workflow participant to complete an action/actions
Documents Lists a number of standard wizards that relate to the handling of documents such as moving a document
Lists Lists a number of standard wizards that relate to the handling of list items such as moving a list item
Active Directory The Active Directory Wizards allow certain Active Directory based actions to be automatically performed during the workflow
Exchange The Exchange Wizards allow the configuration of the Microsoft Exchange Server as part of the workflow
CRM 4 The CRM 4 Wizards allows the configuration of the Microsoft CRM Entities as part of the workflow
Word The Word Wizards allow Word documents to be created or updated automatically as part of the workflow
CRM The CRM Wizards allows the configuration of the Microsoft CRM Entities as part of the workflow
Outcome Templates Contains the standard templates that can be dragged and dropped onto the design canvas to configure predefined outcomes for the step