Integration
Learn how to integrate with other systems and use the data in your K2 workflows and forms. You can follow these How-Tos to replicate the functionality in another environment when you use the relevant configuration values or users for that environment. You can further modify or extend the scenarios to work better for your organization’s requirements.
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| Scenario | Category | Tooling | Components |
|---|---|---|---|
| Add a Dynamic View Flow Link to a SharePoint List
Use this to add a View Flow report link to a SharePoint list item. |
View Flow |
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| Adding List Item Permissions Use this to customize permissions on a SharePoint list item using steps in a workflow. |
Microsoft SharePoint |
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| Upload a File to a SharePoint Library with the File Attachment Control Use a File Attachment control along with a button and rule to upload a file from a view to a SharePoint library. |
Microsoft SharePoint |
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| Configure and use the "Wait for External System" option in a workflow
Configure and use the Wait for external system option in a SmartObject workflow event. This option provides a way of pausing a workflow and waiting for an external application to finish doing something before it continues. |
SmartObject |
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| Create a Custom DocuSign Search Filter for the Envelope List
Use the custom DocuSign envelope list search filter to create a specific search for envelopes received, sent, drafted and deleted based on the folders within DocuSign. |
DocuSign |
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| Create a DocuSign Envelope List View
Use a DocuSign envelope list view to see all envelopes received, sent, drafted and deleted in the last 30 days. |
DocuSign |
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| Create a SmartObject Association
A SmartObject association creates a relationship between two data sources, similar to a join statement in SQL. For example, you associate a list of employees with a list of departments, or a list of customers with a list of regions. |
SmartObject |
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| Create a Basic Composite SmartObject
A composite SmartObject combines data from multiple data sources and shows it in a single list. |
SmartObject |
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| Create a workflow with DocuSign Events
Create an end-to-end solution with DocuSign functionality to automate the signing of a document stored in SharePoint. |
DocuSign |
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| Create an Exchange Appointment Form
Use the Appointment SmartObject of the Exchange Online Service Type to create a form that sets up appointments in attendees' Outlook calendars. |
Microsoft Exchange |
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| Create an Outlook Task in a workflow
Use the Task SmartObject of the Exchange Online Service Type in a workflow to create Outlook calendar tasks. |
SmartObject |
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| Create Embedded Signatures with DocuSign
Using DocuSign to automate the signing of a document, including embedding the DocuSign signing experience in a K2 form, which means that you don't need to log in to DocuSign to sign documents. |
DocuSign |
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| Download a file from Google Drive and attach to an Email
You create an information request form to gather the name and email of potential customers. Your form starts a workflow that uses the Download method of the Cloud Storage File SmartObject to attach a product brochure, stored in Google Drive, to the information request email. |
Google Drive |
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| Upload a file to Google Drive from a form
You use the Upload method of the File SmartObject to upload an image to your Denallix folder in Google Drive. |
Google Drive |
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| Use a workflow as an intermediary to upload a file from a form to cloud storage
You create an expense claim file upload K2 application using a SmartObject, view, and form. You then use a workflow to upload the file, which uses the account and OAuth token created during Feature Activation. |
Google Drive |
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| Use the SmartForms Tree Control to Navigate Google Drive Folders
You used a tree control to populate a navigation tree with your Google Drive folders and files. |
Google Drive |
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| Download a file from Dropbox and attach to an Email
You create an information request form to gather the name and email of potential customers. Your form starts a workflow that uses the Download method of the Cloud Storage File SmartObject to attach a product brochure, stored in Dropbox, to the information request email. |
Dropbox |
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| Upload a file to Dropbox from a form
You use the Upload method of the File SmartObject to upload an image to your Denallix folder in Dropbox. |
Dropbox |
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| Use the SmartForms Tree Control to Navigate Dropbox Folders
You used a tree control to populate a navigation tree with your Dropbox folders and files. |
Dropbox |
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| Update an Existing SmartObject to Another Data Source and Reconfigure a View Rule
Learn how to rebind the properties and replace the methods of an existing SmartObject with those from another SmartObject. |
SmartObject |
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| Use the Oracle Broker in a K2 Environment
Create a new instance of the Oracle Service broker, then create an advanced SmartObject using the properties and methods discovered. |
Oracle |
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| Use the K2 OData Feed with Microsoft Excel
Expose SmartObject data through the SmartObject OData API for powerful integration with third-party tools like Excel. This topic shows you how to access the service in Excel to analyze and chart SmartObject data using Excel's functionality. |
OData |
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| Use the K2 OData Feed with Microsoft Power BI
Expose SmartObject data through the SmartObject OData API for powerful integration with third-party tools like Power BI. This topic shows you how to access the service in Power BI so that the you can analyze and chart SmartObject data using Power BI. |
OData |
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| Workflow REST API Server Event with Microsoft Power Automate
Use the K2 Workflow REST API connector to send a message from a K2 Workflow to Microsoft Teams using Microsoft Power Automate. |
REST |
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| Use Microsoft Power Automate to start a workflow when a SharePoint list item is created
Create a K2 Workflow REST API connector in Microsoft Power Automate and create flows that start a workflow from SharePoint. |
REST |
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| Use Microsoft Power Automate to start a workflow when an email arrives in a folder in Outlook
Create a K2 Workflow REST API connector in Microsoft Power Automate and create flows that start a workflow from Outlook. |
REST |
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| Workflow REST API Task Redirect with Microsoft Power Automate
Use the K2 Workflow REST API connector in Microsoft Power Automate to redirect a K2 Task using an Outlook trigger. |
REST |
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| Use a Parameter to Transfer Data from a SmartForm to a SmartObject
Save values stored in view parameters to an unbound SmartObject. |
SmartObject |
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| Create a SmartObject to connect to a SQL database
Create a SQL Server Service instance connecting to a SQL Azure database. Then create an advanced SmartObject of a table in that database with a SmartForm view to read and edit the data. |
SmartObject |
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| Create a SmartObject to connect to a web service
Create an EndPoint WebService instance connecting to sample currency web service. Then create an advanced SmartObject with methods to list currency types and convert currency amounts into US Dollars. |
SmartObject |
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| Create a SmartObject to connect to a REST service
Create a REST service instance that exposes data from a store, then create an advanced SmartObject to use that data on a SmartForm. |
SmartObject |
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| Delete application artifacts
Delete application elements such as workflows, SmartObjects, views, and forms to clean up a K2 environment. |
Environment |
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Retrieve user details in a form and a workflow
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SmartObject |
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| Use a REST Service-based SmartObject in a workflow loop
Create an advanced SmartObject with chained methods to retrieve serialized data and then deserialize the data as a list. Configure a loop step in a workflow to send an email for each list item returned. |
REST |
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