PDF Converter for SharePoint - User Guide
PDF Converter for SharePoint - User Guide - Version 8.0 - 15/10/15
© Copyright 2015, Muhimbi Ltd
Page 25 of 140
Converting Documents using a K2 workflow
As of version 7.3, the Muhimbi PDF Converter for SharePoint provides native
support for the K2 workflow engine using K2’s SmartObjects technology. This
chapter describes how to create a basic workflow to convert documents to
PDF using K2 Studio (See 5.2) as well as K2 Designer (See 5.3).
A note on licensing the Muhimbi PDF Converter for SharePoint when used in
combination with K2 blackpearl. Muhimbi¶s licensing model is very simple, if a
server runs Muhimbi Software in any way shape or form, then it requires a
server license. Even though the PDF Conversion engine may be installed on a
non-K2 server, all K2 Servers run our SmartObjects and therefore require a
license. For details, in plain English, about how Muhimbi¶s software is
licensed, see this Knowledge Base Article
Before creating the workflow, please make sure Muhimbi’s K2 Integration
facilities have been deployed as described in the Administration Guide,
Deploying K2 Integration facilities. Basic knowledge of creating
workflows in K2 Studio / Designer, and having the privileges, is assumed.
This tutorial was written for SharePoint 2010. Muhimbi¶s PDF Converte
SharePoint integrates equally well with SharePoint 2007 & 2013, but the
actual steps for creating K2 workflows differ in each SharePoint version,
particularly in SharePoint 2013. Please refer to K2¶s tutorials and
documentation for your particular environment.
5.2 Creating the workflow using K2 Studio
In this tutorial we will use K2 Studio to create a basic workflow to convert files
to PDF and associate the workflow with a Document Library named Tutorial.
1. Create a new Document Library named Tutorial.
2. Launch K2 Studio and create a new project of type K2 Process using
template Blank Process. Save it in a location of your choice.
3. In the workflow editor select Process Wizards in the left hand pane and
drag the SharePoint Events Process onto the design surface.
4. Click Next in the wizard and then, in the Action screen, select the Events
for List and Library Items option.
5. On the Connection Settings screen specify the URL of your site collection,
browse to the Tutorial Document Library and click Next.
6. In the Events Selection screen select Item Updated . Although we could
select the Item Added option as well to automatically convert new
documents, that would require additional logic to see if the created type is
of type PDF, which complicates this workflow and is beyond the scope of
this tutorial. Click Next.
This tutorial does not require any of the item’s Metadata, so click
complete the wizard.
8. Using the Event Wizards pane drag the SmartObject Event onto the
design surface and click Next on the first screen of the Wizard.