Upload Document

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.

What does it do?

The Upload Document wizard uploads a document to any SharePoint Site Collection in the organization.

How is it used?

A business application may upload documents provided for archival, editing, or review purposes.

  • A reference to a SharePoint List or Library must be created so that the reference can be used in the move, upload or copy document wizards. To create a reference the Get List Reference or Get Library Reference wizards can be used.

  • A reference to the SharePoint Document or List item can be created through the Get Document Reference and Get List Item Reference wizards. When using a document or list item reference to specify the document or list item in either the move, copy or upload wizards, you will not see a grid of properties for the destination when the reference is selected.

 

  • Wizards can be edited. For more information see Edit Wizards.

Select the source of the document to be uploaded. This could be the document reference created earlier in the workflow or content that is located in a specific location.

Field Description Sample Value
Document Reference:

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Use Content:

Use a Content Field and drag a pre-configured field from the Context Browser such as an Item Reference or SmartObject Load method property.

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.
Overwrite existing document Select to overwrite any existing document in the library. Select the option if required.
Continue if document is checked out Select to continue the workflow if even if the document is checked out. Select the option if required.
Continue if there is no document to upload Select to continue the workflow even if the document to upload is not found. Select the option if required.

Select the destination collection and folder for the uploaded document.

Field Description Sample Value
Use a library that is referenced in this workflow

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Template Select the SharePoint Document template. Click on the drop-down and select the required template.
Browse to library

This property is populated with the default SharePoint Site Collection.

 Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.

On the Specify Destination Library screen of the wizard, specify the Document Library that the document will be uploaded to .

Field Description Sample Value
Library Navigation

When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard.
Use the Root button to navigate to the Main SharePoint Site Collection.
Use the Up button to navigate on step back in the breadcrumb.

  
Library List Select the SharePoint Library where the document must be uploaded to. Click on the required library

On the Specify Values screen of the wizard, specify the document properties to update.

Field Description Sample Value
Search:

Use search criteria to minimize the fields displayed. It is useful to search for a specific field using the search criteria when having lots of fields to select from. The list of fields automatically refreshes when text is entered.

Type text to filter the number of fields displayed in the grid
Show: All fields - Displays all fields linked to the itemRequired fields - Displays only fields marked as required

Select the required option.
Filter Fields:

To update fields:

  • Select the check box before the field to enable updating.
  • Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property.
Note that when a SmartObject Load method property is used, an input property is required for the correct information to load.
The selected fields are updated with new values when running the workflow.

  
Create Document Reference:

Specify a unique name which can be Referenced later in this workflow.

This reference can be used to identify the document.

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.