We're updating some of our product names. K2 Five will soon be Automation On-Prem. You may see both product names in our help pages while we make this change.

Toolbox - SharePoint

See the K2 for SharePoint Administration section for information on integrating K2 with SharePoint.

The SharePoint category in the Toolbox contains SharePoint related steps in order to interact your workflow with your SharePoint environment. The SharePoint category is made up out of folders which contains related steps to drag onto the canvas, and build your workflows. These steps are dragged onto the canvas, configured and then forms part of the workflow.

To use the SharePoint steps in K2 Workflow Designer, you must have SharePoint installed in your environment. To see the version of SharePoint that K2 supports, view the Compatibility and Support Matrix.

The table below is a summary of where to find required steps. Click on the required step for more information:

Folder	Available Steps
Document	Add Document to Library Check In Document Check Out Document Copy Document Delete Document Discard Document Check Out Get Document Reference Move Document Update Document Properties
Libraries	Create Library Delete Library Get Library Reference Update Library
List Items	Copy List Item Create List Item Delete List Item Get List Item Reference Move List Item Update List Item
Lists	Create List Delete List Get List Reference Update List
Sites	Create Subsite Delete Subsite Get Subsite Reference Update Subsite