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Showing posts with label K2 Designer Workflow.. Show all posts
Showing posts with label K2 Designer Workflow.. Show all posts

PDF Method in K2 Blackpearl using K2 Designer

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In K2 we have two options to send a mail with PDF.
1. Save as PDF Control
2. PDF Converter

Save as PDF Control:  We can use this control, when we have to create PDF has a same Form or View at a particular time when an event is executed.

Please check Save as PDF Control article.

PDF Converter:  If we want to create PDF file without opening the form or view, we can use this PDF Converter.
Example: Html or URL

The PDF Converter has three functions:
  • Create PDF from HTML (raw HTML to PDF Format)
  • Create PDF from URL (Captures a URL to PDF Format)
  • Create PDF from HTML or URL
HTML - Creates a PDF file at a certain point in time

URL - Creates a PDF file upon load of the page

These functions are available in the ServiceObject Explorer when creating an Advance SmartObject.

 How to create PDF Converter Advance SmartObject.

Please check PDF Converter article.
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Retrieve Email Id from UserName in K2 Workflow

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Retrieving the User's Email id Using User Name in the Context Browser Item in K2 Workflow

Open Workflow wizard, Drag Get Emails for SharePoint Users (SiteUrl, User Ids, K2 Label) from Inline Functions as shown in below figure.

 

 It will open below window

 



Here we have to give SiteUrl, User Id’s & K2 Label.
SiteUrl:      Current site URL
User Id’s:  Now am taking Creted By email from Item Reference
K2 Label:   K2


   Click OK & Finish .



Now we can save and deploy the Workflow. Hope it’s helpful..:)


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Save As PDF Control to create K2 Workflow to send a mail using smart form with PDF

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Save as PDF Control   
     We can use this control, when we have to create PDF has a same Form or View at a particular time when an event is executed.


We can easily create workflow to send a mail with PDF using K2 smart form with save as PDF control.

You can see my Previous article 
How to generate Smart Forms in K2 for SharePoint list
Create Workflow Using K2Designer for SharePoint
Navigate to your list, go to ribbon and Select the Application from K2 as shown in below figure.

         We are going to create workflow for New Employee Form, Select New Employee Form and Click on Edit.
 
    In Layout section add Save As PDF Control from the control panel as shown in fig and Click Finish.

 
    Now we have   “Design Workflow” using same form “New Employee”. Right click on the form & Select Design Workflow.
 
  Check the smart Form is submitted, Select the Form “New Employee” & default name will create for Workflow. If you want you can change the name of workflow. Click “OK”
          
                     Drag Send E-mail to Configure & Click Next to Wizard Step
  Add to Address Email & Originator name from the Workflow context.

         
      Now add attachments -> PDF from the Smart Object PDF File as shown in below Fig.
                        
   It will open PDF window, Create new data field “PDF ID” with type Integer, and drag field to value. As shown in fig below.  
                      
                          
 
                           Click "OK".
 
Now go to File. Save & Deploy the Workflow.

 
 
Again go to New Employee Form & Edit, New Employee form -> Rules -> New Employee (Default) – select “Save button is clicked” -> Edit Rule.
     

 

Add the below rules from the action.                                                                                                  
i) Execute a control’s method. (Select Save PDF method)
     -> Click on Configure -> Drag Emp name to File Name. Click Finish.
ii) Start a Workflow (Select Employee Workflow)
- >    Click on Configure -> Drag Save as PDF to PDF ID. Click Finish.
           Click Ok.                   
                                                                                                                               
     Finally Click Finish & Right click the Form and Check in New Employee FORM.                                                                                                                                

   Go to Employee list in SharePoint. Add New Item into list & save.   

  
I got the mail with PDF Attachment.
                                
                    PDF Format will look like below.

 

   Hope its help. :)                                                                                                        

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Create Workflow Using K2 Designer for SharePoint

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We can Create Workflow easily using K2 Designer, When we submit the "New Employee form" we are going to send a mail.  
 
Please subscribe to our YouTube Channel
 

 
 
   You can check my previous post How to generate Smart Forms in K2 for SharePoint list
         Follow the below steps to create simple workflow using K2 smart form
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
How to Intigrate and generate Smart Forms in K2 using SharePoint list - See more at: http://www.dotnetsharepoint.com/2016/05/how-to-intigrate-and-generate-smart.html#sthash.ywxwpjfu.dpuf
  Navigate to SharePoint Custom list -> go to ribbon and Select the Application from in K2    

      Right click on the “New Employee Form” & Select "Design Workflow”

        Check the smart Form is submitted, & Select the Form “New Employee”. Click “OK”

                                 
   Work flow for Sending Emails to the User
I It will open designer defiantly, drag Send E-mail to start the Workflow. 
Drag “Emp Name” from Item Reference & click “Finish”
                            Now go to File. Save & Deploy the Workflow.


       Now “Add” New Employee from SharePoint list and save. Mail received to the Form Submit user.


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