Process Wizards

This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five, these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five. These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.

Process Wizards are used to integrate the workflow with another technology, the most common being SharePoint. By integrating the workflow with SharePoint, the designer is then able to configure the Start rules, for example, starting the workflow when a new item is added to a list or library.

The Process Wizards available in K2 for Visual Studio are similar to those found in K2 Studio. Applications (workflows) created in K2 for Visual Studio are interchangeable with those created in K2 Studio.

You cannot modify workflows created with K2 for Visual Studio or K2 Studio using the web-based workflow designer in K2 Five; you must modify them using the designer used to create the workflow.


Begin your application by creating a new project. Use the installed K2 templates as a starting point to create a K2 Workflow Project with a new workflow. You can also create a new blank project and add in workflow elements later, or create a new SmartObject project.


Integrating with SharePoint 2013

If you are working with K2 for SharePoint, the SharePoint site must be integrated with K2 and the K2 for SharePoint App added to your SharePoint lists and libraries prior to developing content with K2 for Visual Studio or K2 Studio.

The K2 for SharePoint Process Wizard allows you to associate a K2 process with a SharePoint list, library or content type to start the workflow from within SharePoint.

After you have create a new project, expand the Process Wizards node found in the toolbox, then drag and drop the SharePoint 2013 Process Wizard into the Start activity.

  1. The K2 for SharePoint Process wizard opens.
  2. Select the SharePoint Site URL that contains the list or library you want to reference in the workflow.
  3. Select the list or library.
  4. Select the appropriate start event. For example, 'Workflow is manually started' or 'An item was added'.
  5. Add a value for the folio. Typically, this will be a unique value of some kind to distinguish one process instance from another. The title property from the list or library is commonly used and can be found in the context browser.
  6. Click Finish to save your settings.

    7. Example of the Connection Settings for SharePoint 2013 integration

    You can now drag and drop SharePoint Events onto the canvas, configure them for use, deploy, and run the workflow.