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Getting Started
Introduction
Why Kinetic?
Key Terms
Roles & Skillsets
Training Options
Kinetic Platform Architecture
FAQ's
Component Docs
Attributes
Forms
Configuring Form Settings
Anonymous Forms
Building a Form
Default Field Values
Events
Field Render Attributes
Conditional Expressions
Display and Advance Conditions
Working with Attachments
Validating fields with Patterns
Customizing with Javascript
Extending Forms with Custom Widgets and Libraries
Bridging with Javascript
Subforms
Kapps (Kinetic Apps)
Configuring Kapp Settings
Models (Bridge Models)
Plugins
Bridges
Filestore
Handlers
Security
Security Policies
Security Policy Basics
Security Policy Definition Basics
Bindings - Space Security Definitions
Bindings - Kapp Security Definitions
Security Policy Definition Samples
Spaces
Space Settings
Submissions
Translations
Users
WebAPIs
What it means that the Kinetic Platform is developed API First
Webhook Jobs
Webhooks
Space Scoped Webhook Events
Workflows
Building a Workflow
Trees
Routines
Deferrals
Runs
Looping within Workflows
Joins & Junctions in Workflows
Initiating Workfows
Workflow Testing
Workflow Troubleshooting
Error Handling Approaches
Best Practices for Workflow
Using Sources
Organizing Workflow
Tracking Runs and Errors
How to Clone a Workflow Node
Optimizing Performance in the Task Engine
Applying Workflow Security
Workflow Versioning
Logs
Structured Logging
Expired Licenses
Troubleshooting
Using the Browser Developer Tools for UI Troubleshooting
How to Handle Out Of Memory - PermGen Space
Best Practices
Form Building Best Practices
Workflow Best Practices
Javascript Usage
How To Guides
Forms
How to Enable Structured Logging
How to Get Datastore Dates to display in Excel
How to inspect a services dependencies
How to use CSS for marking fields as required
How to preset field values on a form
How to disable specific checkbox or radio button options within a form
How to redirect on save of a form
How to style attachment fields
How to add FontAwesome icons in buttons
How to display checkbox / radio fields inline
How to display checkbox options vertically in a column
How to manipulate date date/time fields on a form
How to hide and show form elements based on a checkbox value
How to create a link to an attachment
How to validate fields before saving/submitting a form
How to format and clean text entered by a user
How to conditionally stop the submission of a page
How to Limit Attachment Types, Size, and Quantity
How to create a review page with read-only fields
How to mask field values for password fields
Workflows
How to Use a Simple If Statement in a Parameter Field
How to Manage Holidays
How to default date fields to now
How to find all references to a specific parameter
How to Eliminate Invalid XML Characters
How to Transform a Tree into a Routine
How to Write Webhook URLs
Reporting
Reporting Examples
Reporting Server Replication
How to Use Elasticsearch and Filebeat integration with Kinetic Structured Logs
How to set up a Submissions by User Report
How to set up an Aging Report
How to set up a Request - Submitters Report
How to set up a Form Duration Report
How to set up a Request by Month - Status Report
How to set up a Form Submissions Monthly Report
How to set up a Form Activity Report
How to set up a Approval Process Report
How to set up a Request by Month - Status Report
Bridges
How to set up a bridge to Kinetic Core Submissions for one of your Forms
How to use LDAP Bridging
How to use SSL with the LDAP bridge
How to: Bridging with JIRA
How to Find Related Models for a Bridge Endpoint
Kinetic Apps
Kinetic App Overview
Service Portal
Service Portal User Guide
Service Portal Concepts
Navigating Service Portal
Finding a Service
Service Portal Administration
Configuring Alerts
Configuring a Service
Sending a Email Notification
Building a Service
Understanding Service Portal Workflow
Configuring Access
Using kinops to Document your Processes
How To Create a New Service
Organizing Services
Creating An Approval
Providing Solution Help
Understanding Discussions
Queue
Administering Queue
How to Fulfil a Request in Queue
Queue Views and Filters
Understanding Queue Tasks
How to use Adhoc Subtasks
How to Use SubTasks
How to Start a Discussion
How To Assign or Reassign a Task in Queue
How to Work a Task
Datastore
Creating a Datastore
Configuring a Datastore
Understanding Datastore Indexes
Searching a Datastore
Users
Creating Users
Cloning Users
Robots
Discussions
Survey
Tech Bar
Using Tech Bar
Scheduling an Appointment
Finding Upcoming Appointments
Rescheduling or Cancelling Appointments
Checking In
How to Access Queue for Tech Bar
How to Work a Tech Bar Appointment
Providing Feedback
Providing Solution Feedback Support
Understanding Queue for Tech Bar
Getting Help
Knowing What Notifications to Expect
How to Access Tech Bar Settings
Displaying Check In and Feedback Screens
Defining Schedules
Viewing Tech Bar Metrics
Managing Tech Bar Agents and Managers
Teams and Roles
Tech Bar Metrics
Managing a Tech Bar
How To Add a Front Desk User
How to Manage a Front Desk User
How to Remove a Front Desk User
Can Kinetic Tech Bar software accommodate multiple languages at a single tech bar?
Notification Templates
Writing Notifications
Notification Date Formatting
Scheduler
Understanding a Scheduler's Operational Data
How to Access Scheduler Settings
How to Add or Edit Availability
Managing Event Types
Managing Availability (including Overrides)
How to Add/Edit and Configure a Scheduler
How to Add an Agent
How to Remove an Agent
How to Remove Availability
How to Add or Edit an Availability Override
How to Remove an Availability Override
How to Add a Manager
How to Remove a Manager
How to Add a Manager
How to Add or Edit an Event Type
How to Remove an Event Type
Shared Configuration Guide
How to Update Your Display Name
How to Add Multiple Users at Once
Managing a User
How to Reset Your Password
How to Add Members to a Team
Settings
Introduction to the Settings Kapp
Teams
Adding and Removing Users from Teams
Creating and Removing Teams
Integrations
Integrations Overview
Integrations Library
Building Integrations
Building a Bridge Adapter
Building Handlers
How to Use the Task Test Harness
Agent
Authentication
How to Configure SAML SSO Support
How to configure OAuth Authentication in Kinetic Task/Workflow Engine
How to Configure LDAP SSO Support
How to Configure SAML Authentication with Kinetic v5.2
Troubleshooting Integration Errors
UI/UX (aka Bundles )
How to test local react development in a VM
UI/UX Overview
Browser Development Tools
Form Rendering Configuration
Understanding React
Installing On Prem
Prerequisites
Install and Upgrade Cassandra
Requirements
Installing Cassandra
Configuring Cassandra
Starting and Stopping Cassandra
Securing Cassandra
Encryption at Rest
Authentication and Authorization
Maintenance and Monitoring
Kinetic Architecture
Understanding the Recommended Architecture
Kinetic Agent
Glossary
Data Directory Configuration
Tools & Utilities
Dataviewer Library
Dataviewer Configuration Options
How to Add Static Text to Tables or Lists (DataViewer)
How to Add a Button to Tables or Lists (DataViewer)
How to Set Up the DataViewer Library
Typeahead Library
Component Library
SDK Overview
SDK Quick Start
SDK Examples & Samples
Kinetic SDK Ruby Doc
Workflow Parameter Reporter
Notifie Library
Security
Security
Applying Workflow Security
Does Kinetic Request support database encryption at rest?
How can I harden/secure my install of Cassandra?
Training
Basic Training
Introduction to Forms
Adding Elements to a Form
Updating Display and Validation Options
Workflow Introduction
Building Basic Workflow
Workflow Controls
Workflow Routines
Manager Training
Console Basics
Form Creation
Pages and Other Form Content
Adding Questions to Forms
Display and Validation
Bridges and Bridged Resources
Form Events
Attributes and Security
Consoles and Administration
Workflow Introduction
Building Basic Workflow
Tracking Runs and Errors
Workflow System Controls
Workflow Routines
Updating Handlers
Recursive Routines
Ruby Syntax
Using Loop Results
Advanced Training
The Identity Object & LDAP Groups
Datastores
Models
Bridged Resources
Events
Webhooks
Looping
Legacy Apps
Kinetic Calendar 2.0
Features
Configurations
Calendar Properties
Admin Login
Configuration Files
Adapters Configuration
Connections Configuration
Calendar Configuration
Event Type Configuration
Click Handlers
Javascript Click Handlers
URL Click Handler
Calendar Themes
Web Application Configuration
BMC Remedy ARS Adapter
Database Adapters
Generic SQL Adapter
DB2 Adapter
MSSQL Adapter
Oracle Adapter
Google Calendar Adapter
Microsoft Exchange Adapter
Microsoft Sharepoint Adapter
Netsuite Adapter
Remedyforce Adapter
Salesforce Adapter
Service Now Adapter
Using Calendar
Calendar Client-side Performance
Calendar Load Testing
Converting Version 1.5.x to Version 2.0.x
Kinetic Calendar VPAT
References
Ruby Documentation & Materials
Onboarding
Suggest Edits
Updated over 1 year ago
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