K2 Workflow and Task

Nintex K2 Cloud is a powerful low-code process automation platform. K2 Workflow and Task is a workflow service developed by K2. You can start a workflow, retrieve the details of a workflow, retrieve all workflows, perform task actions, get the details of an asynchronous server event, and complete an asynchronous server event.

For more information on K2 Workflow and Task, see K2 Workflow REST API.

In the context of Nintex Automation Cloud, K2 Workflow and Task is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. and is used to create connections for K2 Workflow and Task actions and data lookups. Use K2 Workflow and Task actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to start a K2 workflow, retrieve the details of a workflow, retrieve all workflows, perform task actions, get the details of an asynchronous server event, and complete an asynchronous server event. Use K2 Workflow and Task data lookups to retrieve tasks and workflows. These actions and data lookups are based on the user whose details are provided in the K2 Workflow and Task connection. For more information see Nintex K2 Five.

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Create a K2 Workflow and Task connection

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Complete the following fields when creating the connection:

In this field

Select or enter the following
Connection name A name for your new connection
Username The username of the user in the K2 Cloud tenant. These user credentials are used to retrieve K2 Workflow and Task data.
Password The password of the user in the K2 Cloud tenant. These user credentials are used to retrieve K2 Workflow and Task data.
K2 Host URL The K2 Cloud tenant to use for retrieving K2 Workflow and Task data. Example: KUID.onk2.com

K2 Workflow and Task account requirements

Note: 
  • You must enable the K2 API to use this connector. For more information about enabling the K2 API, see K2 APIs.
  • This connector uses the Workflow REST API with Basic authentication. For more information see Configuring the Workflow REST API.
  • The user credentials used to create the K2 Workflow and Task connection determines the permissions that the user has to K2 Workflow and Task actions and data lookup.

Create a K2 Workflow and Task data lookup

Use the K2 Workflow and Task data lookup to create a drop-down list of K2 Workflow and Task tasks and workflows in a form. For example, to allow users to select a specific task in a form, add a drop-down list of tasks to the form using a Data lookup control A form control that allow users to select from a drop-down list that has values sourced from a third-party service.. The Data lookup control uses a K2 Workflow and Task - Get tasks data lookup to list the tasks associated with the user.

You can create a data lookup to:

  • Get tasks: list all the tasks of the user.
  • Get workflows: list all the workflows of the user.

Each data lookup is configured for a specific K2 Cloud user. You can create as many data lookups as you need.

Note: 

The tasks and workflows retrieved will be the same for all users of the form, since the connection uses Basic authentication.

To add a K2 Workflow and Task drop-down list to your form:

  1. Create your K2 Workflow and Task data lookup.

    2. See Data lookups.

  2. Add a data lookup form control to your form and configure it to use your new data lookup.

K2 Workflow and Task data lookup fields

To access the data lookup fields, in the Add data lookup section, select K2 Workflow and Task in the Connector field and then select the Operation.

Operation

Field/Selection

Description
Get tasks Connection The connection to use for the data lookup.
  State Restricts the records retrieved to lists that include a specific task state.
Get workflows Connection The connection to use for the data lookup.
  Type Restricts the records retrieved to lists that include a specific workflow type.