How to build a K2 SharePoint Workflow
1.Create a Application Management by SharePoint Central Administration
2.Create Site Collection
3.Configure K2 Setting:
a.Open SharePoint Central Administration
b.click K2 for sharepoint
c.configure all k2 setting
4.Create a List or Library or other item to prepare the environment
5.Make sure that K2 Student has export rights on the K2 Server to able to deploy the process.
6. Configure the List or Library smartobject.
A. Click the Site Actions drop down menu on the SharePoint Portal home page
B. Select K2 Site Settings
C. Click the SmartObject Service Management link
D. Check the checkbox by Departments
E. Click the Create button
7.Turn to K2 studio,build the K2 process.
Sample :Build leave request process
Note:if you want to know more ,please see the k2 blackpoint student document:Try it_Leave Request.pdf
8.Deploy the K2 process to integrate with Share Point technologies
A. On the Home tab on the Ribbon, click on the Deploy button
B. Click Next to advance the wizard to the Server and Project Settings page. Leave the Environment set to Development
C. Click Finish
D. To ensure the deployment was successful, wait until you see Deployment Succeeded in the Status bar:
9.Open your site ,click K2 Management to add your k2 process to process portal.
A. Launch Student’s Browser using the desktop icon
B. Click on the K2 Management tab on the top navigation bar
C. On the left hand Quick Launch bar, click the Settings link
D. Check the SharePoint\Leave Request checkbox
E. Click OK
10.Give administrative rights to user.
A. On the Quick Launch bar, click the Process Rights link
B. Click on the Actions drop down menu
C. Select Add
D. In the section titled Portal Processes, check the SharePoint\Leave Request checkbox
E. In the section titled Add Users or Groups, type mike into the textbox
F. Click on the Check Names button below the People Picker textbox
Note: You should see Mike’s name change to be underlined and capitalized, indicating that SharePoint has the correct user to grant rights.
G. In the section titled Give Permissions, check the Admin checkbox
H. Click OK
11.Give start right to all domain user.
A. Click on the Actions drop down menu
B. Select Add
C. In the section titled Portal Processes, check the SharePoint\Leave Request checkbox
D. In the section titled Add Users or Groups, type domain users into the textbox
E. Click on the Check Names button below the People Picker textbox
Note: You should see the group’s name change to be underlined and capitalized, indicating that SharePoint has the correct group to grant rights.
F. In the section titled Give Permissions, check the Start checkbox
G. Click OK
12.At last step,you can verify your process.
If you want to know more ,please see the k2 blackpoint student document:Try it_Leave Request.pdf
Note:
For this demostration,we use approvals from both the Active Directory Manager and a Role,manager can set by organization of active diretory,role can set by Management Console of K2 Site Setting