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10 May 2015

K2 Workflow Event Wizards: Creating Preceding Rules

K2 Workflow Event

When working with K2 Workflow components, it is often necessary to satisfy a specific condition before an K2 activity is allowed to plan. We can control the flow through our K2 Workflow components in this way, by creating what is called a “Preceding Rule”.

In today’s blog, this is exactly what I’ll show you how to create.

First we’ll need a Workflow Activity. A Workflow Activity is a container for K2 Workflow components. Drag-and-Drop an event from the toolbox onto the K2 Workflow Designer, the event will automatically be placed inside a Workflow ActivityFigure 1 - Default K2 Workflow Activity

Figure 1 – Default K2 Workflow Activity

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Now hover your mouse over the newly created Workflow Activity, and run the default wizard by clicking on the down arrow that appears on the right hand side.

Figure 2 - Opening the Default Wizard

Figure 2 – Opening the Default Wizard

The “Activity General Properties” dialog will appear and display the default tab “General Properties”.

Figure 3 - Activity General Properties

Figure 3 – Activity General Properties

On the left side of the dialog, you’ll notice seven icons, each representing a separate Tab. Click on the second tab to view the “Preceding Rules” screen.

Figure 4 - Preceding Rule

Figure 4 – Preceding Rule

This view will display a list of all preceding rules created on the activity. At this point, the list is empty. Click on the “Add” button on the tool bar to add a new Preceding rule.

K2 Workflow Event
A Preceding rule is executed by evaluating two variables against a comparison operator. Enter the first variable by either typing in a value or selecting one from the Context Browser. The Context Browser can be opened by clicking on the “Browse” button to the right of the First Variable field.

Figure 6 - First Variable

Figure 6 – First Variable

Now select a Comparison Operator. This is the field that will be used to compare the first and second variable.

Figure 7 - Comparison Operator

Figure 7 – Comparison Operator

Now enter the second variable the same way as you entered the first. Either type in a value or select one from the Context Browser.

Figure 8 - Second Variable

Figure 8 – Second Variable

Now click on the “OK” button. Notice that the new Preceding Rule has been added to the Preceding Rules list.

Figure 9 - New Preceding Rule

Figure 9 – New Preceding Rule

Multiple preceding rules can be added to the same Workflow Activity when necessary. You can also use the “Edit” button to make any changes to a Preceding rule or use the “Remove” button to delete a rule when it is no longer necessary.

About K2 and Velocity IT

K2 blackpearl is an award winning Smart BPM tool that allows organisations to build business applications using forms, workflow, data and reports – all backend connected and available on all devices.

Velocity IT is the premium K2 partner that helps companies rapidly apply K2 to ensure maximum return of investment and a faster path to business transformation.  In fact, we have over 15 years’ K2 experience and were involved in K2 product development, hence you are sure our K2 implementation is easy and risk free to your business.

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