K2 Workflow and Task

The K2 Workflow and Task connectorService used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for K2 Workflow and Task actions and data sources. Use K2 Workflow and Task actionsA tool for building the processes, logic, and direction within workflows. 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 sources to retrieve tasks and workflows. These actions and data sources are based on the user whose details are provided in the K2 Workflow and Task connection.

Create a K2 Workflow and Task connection

You can create connections from the Automate or Designer page.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Create a K2 Workflow and Task data source

Use the K2 Workflow and Task data source to create a drop-down list of K2 Workflow and Task tasks and workflows in a form.

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. The Data lookup control uses a K2 Workflow and Task - Get tasks data source to list the tasks associated with the user.

You can create a data source to:

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

Each data source is configured for a specific K2 Cloud user. You can create as many data sources 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.

K2 Workflow and Task data source fields

When you create a K2 Workflow and Task data source, you can configure some additional fields to specify which tasks and workflows the data source should retrieve.

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • K2 Workflow and Task - Get tasks:
    • State: Restricts the records retrieved to lists that include a specific task state.
  • K2 Workflow and Task - Get workflows:
    • Type: Restricts the records retrieved to lists that include a specific workflow type.