K2 Workflow and Task
The K2 Workflow and Task connector Service 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 actions A 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. For more information see Nintex K2 Five.
Create a K2 Workflow and Task connection
You can create connections from the Automate or Designer page.
- 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 sources.
- On the top navigation bar, click Automate, and then select Connections from the left navigation.
- On the Connections page, click Add new.
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In the Add new section, fill in the field as follows.
In this field
Select or enter the following
Connector K2 Workflow and Task - Click Connect.
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In the Connection window, fill in the field as follows.
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 - Click Connect.
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Follow the prompts to enter credentials and grant access to Nintex Automation Cloud.
- In the permissions dialog, you can do one of the following:
- Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.
Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Assign permissions.
(Or)
- Click Done.
The new connection is listed in the Connections page.
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Access the Designer page
- On the top navigation bar, click Automate > Workflows, and then select the required workflow.
(Or)
- On the top navigation bar, click Automate > Create workflow.
- Click the action you want to add the connection to.
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In the drop-down list for Connection, select Add new connection.
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In the Connection window, fill in the field as follows.
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 -
Click Connect.
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Follow the prompts to enter credentials and grant access to Nintex Automation Cloud.
- In the permissions dialog, you can do one of the following:
- Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.
Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Assign permissions.
(Or)
- Click Done.
The new connection is listed in the Connections page.
Assign permissions
Permissions enable you to manage access for other users to use, edit, and delete connections.
Note: By default, users with administrator role will have the same rights as a Connection owner.
Use |
Edit |
Delete |
Assign |
|
---|---|---|---|---|
Owners |
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Users |
Follow these steps to assign permissions from the Connections page:
- On the Connections page, click for the required connection.
- From the menu, select Permissions.
- To assign permissions:
- In the Owners field, type the name of the user, and select from the list.
- In the Users field, type the name of the user, and select from the list.
- Click Save permissions.
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 A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. 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.
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:
- Create your K2 Workflow and Task data source.
- Add a data lookup form control to your form and configure it to use your new data source.
See Data sources.
Assign data source permissions
Permissions enable you to manage access for other users to use, edit, and delete data sources.
Use |
Edit |
Delete |
Assign |
|
---|---|---|---|---|
Connection owners |
✔ | ✔ | ✔ | ✔ |
Data source editors |
✔ | ✔ | ✔ | ✘ |
Data source users | ✔ | ✘ | ✘ | ✘ |
Note: By default, users with administrator role will have the same rights as a Connection owner.
Follow these steps to assign data source permissions from the Data sources page:
- On the Data sources page, click for the required data source.
- From the menu, select Permissions.
- To assign permissions:
- In the Data source editors field, type the name of the user, and select from the list.
- In the Data source users field, type the name of the user, and select from the list.
The corresponding data source permissions window is displayed.
- Click Save Permissions.
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 |
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Add new data source | Operation | Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
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