Expiring the User Cache: Good for Role Membership, Too

 

We have a demo instance and a production instance of a particular workflow. I got a frantic call from one of the business people telling me that she didn’t have access to all of the roles in the demo instance that she does in production.

I verified this and attempted to correct it by assigning her to the various additional roles. When I asked her to close her browser, then re-open it and navigate back to her worklist, no change had been made.
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Expiring the User Cache: Good for Role Membership, Too

Find the ‘Actioner’ of a SmartForm Client Event

Let’s say a person actions a Process Instance in your workflow, but the item seems to “disappear” unexpectedly — routed to a special queue for workflow administrators because of an error condition. It would certainly be nice if the “actioner” was notified about the problem too, right?

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Find the ‘Actioner’ of a SmartForm Client Event

Role Membership: Use PowerShell for Insight into AD Groups

As I was walking our business users through the role management features of the K2 Workspace, they lamented that they K2 didn’t give them visibility inside of the Active Directory groups which are assigned to various roles. My quick solution was to provide them with a PowerShell script which would give them the insight they were looking for.

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Role Membership: Use PowerShell for Insight into AD Groups

Monitor Worklists from the K2 Workspace

 

I was recently asked if one can determine whether a specific person has a specific process instance in his/her worklist. The answer is yes — an administrator can do this from the K2 Workspace if some attributes about the process instance are known.

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Monitor Worklists from the K2 Workspace

Swap the Link in SmartForms Client Event Notifications

 

Of course we want to make our solutions more convenient for the user — so it seems natural to have a hyperlink to a worklist item embedded in an e-mail notification. K2 believes it enough to include such a link by default in every SmartForms Client Event Notification.

The problem with this lies in the point-in-time nature of e-mail messaging.

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Swap the Link in SmartForms Client Event Notifications

SmartForms: Get Confirmation More Elegantly

 

The SmartForms rules engine makes embedding notification actions easy to perform. But the default “Get Confirmation from User” notification is rather anemic — you can’t use fields or expressions within them. Fortunately, there is a way to get around that.

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SmartForms: Get Confirmation More Elegantly