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08 August 2016

How to use the K2 Worklist with the Data Fields and database columns using composite K2 SmartObjects

By using the K2 out-of-box worklist App or K2 SmartForm worklist control we generally can’t display K2 data fields and database column values in the K2 worklist, but we can develop a custom worklist to achieve this requirement.  This is useful when wanting to display additional context when the user view the K2 worklist.

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If the K2 worklist is simple and you have a requirement of displaying one or two workflows then you can achieve this by using composite K2 SmartObjects.

Here are the steps –

  • Creation of composite K2 SmartObject –
  1. Using K2 studio, create a new SmartObject method
  2. Add an activity instance destination service method (under the Workflow reports category) and List process instance method of your workflow SmartObject  (under workflow solutions)
1 K2 SmartObject Methods

1 K2 SmartObject Methods

  1. Map the properties for both K2 SmartObject methods
2 K2 SmartObject Method Mapping

2 K2 SmartObject Method Mapping

  1. Create a new service method link with link type as “matching values in both objects” and join both the objects on process instance id.

 

  1. If you would like to display your table columns then add one more service method and create an additional service method link.
3 K2 SmartObject Method Input

3 K2 SmartObject Method Input

  • Create List view
  1. Generate a list view from the composite smart object and select the properties you wish to display in the list view.
  2. On view executed initialize rule, Pass input parameters to destination and status as “current logged-in user” and “Active” respectively.
4 K2 SmartObject Relationship

4 K2 SmartObject Relationship

Now, the logged in user can see their available active tasks worklist with data fields and database columns.

5 K2 Worklist

5 K2 Worklist

Points to remember:

Composite Smartobjects will have an impact on performance, so this approach is recommended only if you want to create worklist for one or two workflows.

Users must have view permission rights on that specific workflow process.

Need further technical advice or support?