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Platform Guide
Integrations LibraryGet in Touch!
Platform GuideAPI ReferenceReleasesFAQs

API Definitions

  • API Definitions

Best Practices

  • Form Building Best Practices
  • Javascript Usage
  • Workflow Best Practices

Component Docs

  • Attributes
  • Forms
    • Bridging with Javascript
    • Building a Form
    • Configuring Form Settings
    • Field Render Attributes
    • Subforms
    • Display and Advance Conditions
    • Default Field Values
    • Extending Forms with Custom Widgets and Libraries
    • Conditional Expressions
    • Events
    • Anonymous Forms
    • Customizing with Javascript
    • Validating fields with Patterns
    • Working with Attachments
  • Kapps (Kinetic Apps)
    • Configuring Kapp Settings
  • Expired Licenses
  • Logs
    • Structured Logging
  • Models (Bridge Models)
  • Plugins
    • Filestore
    • Bridges
    • Handlers
  • Security
    • Bindings - Space Security Definitions
    • Bindings - Kapp Security Definitions
    • Security Policies
    • Security Policy Basics
    • Security Policy Definition Basics
    • Security Policy Definition Samples
  • Submissions
  • Spaces
    • Space Settings
  • Troubleshooting
    • How to Handle Out Of Memory - PermGen Space
    • Using the Browser Developer Tools for UI Troubleshooting
  • Translations
  • Users
  • WebAPIs
    • What it means that the Kinetic Platform is developed API First
  • Webhooks
    • Space Scoped Webhook Events
  • Webhook Jobs
  • Workflows
    • Applying Workflow Security
    • Best Practices for Workflow
    • Building a Workflow
    • How to Clone a Workflow Node
    • Error Handling Approaches
    • Optimizing Performance in the Task Engine
    • Initiating Workfows
    • Routines
    • Organizing Workflow
    • Runs
    • Tracking Runs and Errors
    • Trees
    • Using Sources
    • Looping within Workflows
    • Deferrals
    • Workflow Testing
    • Joins & Junctions in Workflows
    • Workflow Versioning
    • Workflow Troubleshooting

Getting Started

  • FAQs
  • Integrations Library
  • Introduction
  • Key Terms
  • Kinetic Platform Architecture
  • Roles and Skillsets
  • Why Kinetic Data?
  • Training Options

How To Guides

  • Forms
    • How to add FontAwesome icons in buttons
    • How to conditionally stop the submission of a page
    • How to display checkbox options vertically in a column
    • How to disable specific checkbox or radio button options within a form
    • How to create a link to an attachment
    • How to create a review page with read-only fields
    • How to inspect a services dependencies
    • How to display checkbox / radio fields inline
    • How to Enable Structured Logging
    • How to hide and show form elements based on a checkbox value
    • How to format and clean text entered by a user
    • How to Get Datastore Dates to display in Excel
    • How to Limit Attachment Types, Size, and Quantity
    • How to manipulate date date/time fields on a form
    • How to mask field values for password fields
    • How to preset field values on a form
    • How to style attachment fields
    • How to redirect on save of a form
    • How to use CSS for marking fields as required
    • How to validate fields before saving/submitting a form
  • Bridges
    • How to: Bridging with JIRA
    • How to Find Related Models for a Bridge Endpoint
    • 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 Write Webhook URLs
  • Reporting
    • How to set up a Approval Process Report
    • How to set up a Form Activity Report
    • How to set up a Form Duration Report
    • How to set up a Form Submissions Monthly Report
    • How to set up an Aging Report
    • How to set up a Request by Month - Status Report
    • How to set up a Submissions by User Report
    • How to set up a Request by Month - Status Report
    • How to set up a Request - Submitters Report
    • How to Use Elasticsearch and Filebeat integration with Kinetic Structured Logs
    • Reporting Examples
    • Reporting Server Replication
  • Workflows
    • How to default date fields to now
    • How to Eliminate Invalid XML Characters
    • How to find all references to a specific parameter
    • How to Manage Holidays
    • How to Use a Simple If Statement in a Parameter Field
    • How to Transform a Tree into a Routine

Customer-Managed Installations

  • Install and Upgrade Apache Cassandra
  • Data Directory Configuration
  • Kinetic Architecture
    • Glossary
    • Kinetic Agent
    • Understanding the Recommended Architecture
  • Prerequisites

Integrations

  • Authentication
    • 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
    • How to Configure SAML SSO Support
  • Agent
  • Building Integrations
    • Building a Bridge Adapter
    • Building Handlers
    • How to Use the Task Test Harness
  • Integrations Library
  • Troubleshooting Integration Errors
  • Integrations Overview

Kinetic Task REST API

  • Access Keys
    • Access Key Retrieve
    • Access Key Delete
    • Access Key List
    • Access Key Create
    • Access Key Update
  • Categories
    • Category Policy Rule Add
    • Handler Categorization Create
    • Handler Categorization Delete
    • Category List
    • Category Delete
    • Routine Categorization Create
    • Routine Categorization Create
    • Category Create
    • Category Retrieve
    • Category Policy Rule Remove
    • Category Update
  • Configuration
    • Identity Store Configuration Retrieve
    • Engine Configuration Retrieve
    • Database Configuration Retrieve
    • Session Configuration Retrieve
    • Authentication Configuration Update
    • Rotate Encryption Keys
    • Authentication Configuration Retrieve
    • System Policy Rule Retrieve
    • Database Configuration Update
    • Engine Configuration Update
    • Session Configuration Update
    • System Policy Rule Update
    • Identity Store Configuration Update
  • Environment
    • Environment Information Retrieve
  • Engine
    • Engine Command Send
    • Engine Detail Retrieve
  • Groups
    • Group Membership Create
    • Group Create
    • Group Delete
    • Group List
    • Group Retrieve
    • Group Membership Delete
    • Group Update
  • Errors
    • Error Search
    • Errors Resolve
    • Error Delete
    • Error Retrieve
  • Handlers
    • Handler Delete
    • Handler List
    • Missing Handler List
    • Handler Import
    • Handler Metrics Retrieve
    • Handler Update
    • Handler Retrieve
  • Notices
    • Notices List
  • Metadata
    • Error Action List
    • Version Retrieve
    • Source Adapter List
  • Policy Rules
    • Policy Rule Search
    • Policy Rule Update
    • Policy Rule Retrieve
    • Policy Rule Create
    • Policy Rule Delete
    • Policy Rule List (by Type)
  • Runs
    • Root Node Trigger Create
    • Run Create
    • Run Retrieve
    • Run Task Retrieve
    • Deferred Task Update
    • Run Delete
    • Deferred Task Complete
    • Run Task List
    • Run Search
    • Run Update
    • Run Task Update
  • Sources
    • Source Policy Rule Add
    • Source List
    • Source Policy Rule Remove
    • Source Create
    • Source Delete
    • Source Retrieve
    • Source Update
    • Source Validate
  • Task API Intro
  • System Errors
    • System Error Resolve
    • System Error Delete
    • System Error Search
    • System Error Retrieve
  • Trees
    • Tree Clone
    • Tree Export
    • Tree Create
    • Routine Usage Retrieve
    • Tree Delete
    • Missing Routine List
    • Tree Metrics Retrieve
    • Tree Retrieve
    • Tree Search
    • Tree Update
    • Tree Restore
  • Triggers
    • Paused Trigger Search
    • Backlogged Triggers Search
    • Trigger Update
    • Trigger Search
    • Scheduled Trigger Search
    • Trigger Delete
    • Trigger Retrieve
  • Users
    • User Create
    • User Delete
    • User Retrieve
    • User Update
    • User List

Legacy Apps

  • Kinetic Calendar 2.0
    • Adapters Configuration
    • Admin Login
    • BMC Remedy ARS Adapter
    • Calendar Configuration
    • Calendar Client-side Performance
    • Calendar Load Testing
    • Click Handlers
    • Calendar Themes
    • Calendar Properties
    • Configurations
    • Configuration Files
    • Connections Configuration
    • Converting Version 1.5.x to Version 2.0.x
    • Database Adapters
    • DB2 Adapter
    • Generic SQL Adapter
    • Features
    • Event Type Configuration
    • Javascript Click Handlers
    • Google Calendar Adapter
    • Kinetic Calendar VPAT
    • Microsoft Sharepoint Adapter
    • MSSQL Adapter
    • Microsoft Exchange Adapter
    • Oracle Adapter
    • Netsuite Adapter
    • Remedyforce Adapter
    • Salesforce Adapter
    • Service Now Adapter
    • Using Calendar
    • URL Click Handler
    • Web Application Configuration
  • Kinetic Core 2.x
    • Kinetic Core 2.x Release Notes
  • Kinetic Task 4.x
    • Kinetic Task 4.x Release Notes

References

  • Ruby Documentation & Materials

Security

  • Security
    • Does Kinetic Request support database encryption at rest?
    • Applying Workflow Security
    • How can I harden/secure my install of Cassandra?

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
  • Component Library
  • Notifie Library
  • SDK Overview
    • SDK Quick Start
    • Kinetic SDK Ruby Doc
    • SDK Examples & Samples
  • Typeahead Library
  • Workflow Parameter Reporter

Training

  • Advanced Training
    • Bridged Resources
    • Looping
    • Events
    • Models
    • Datastores
    • The Identity Object & LDAP Groups
    • Webhooks
  • Basic Training
    • Adding Elements to a Form
    • Introduction to Forms
    • Building Basic Workflow
    • Workflow Introduction
    • Workflow Controls
    • Updating Display and Validation Options
    • Workflow Routines
  • Manager Training
    • Adding Questions to Forms
    • Attributes and Security
    • Bridges and Bridged Resources
    • Building Basic Workflow
    • Display and Validation
    • Consoles and Administration
    • Console Basics
    • Form Creation
    • Form Events
    • Pages and Other Form Content
    • Recursive Routines
    • Tracking Runs and Errors
    • Updating Handlers
    • Ruby Syntax
    • Using Loop Results
    • Workflow Routines
    • Workflow System Controls
    • Workflow Introduction

UI-UX -aka Bundles -

  • Browser Development Tools
  • Form Rendering Configuration
  • Understanding React
  • How to test local react development in a VM
  • UI/UX Overview

Kinetic Apps

  • Datastore
    • Configuring a Datastore
    • Creating a Datastore
    • Searching a Datastore
    • Understanding Datastore Indexes
  • Notification Templates
    • Writing Notifications
    • Notification Date Formatting
  • Kinetic App Overview
  • Queue
    • How To Assign or Reassign a Task in Queue
    • How to Fulfil a Request in Queue
    • Administering Queue
    • How to Work a Task
    • How to Use SubTasks
    • How to use Adhoc Subtasks
    • Queue Views and Filters
    • Understanding Queue Tasks
  • Robots
  • Scheduler
    • How to Add a Manager
    • How to Add an Agent
    • How to Access Scheduler Settings
    • How to Add a Manager
    • How to Add/Edit and Configure a Scheduler
    • How to Add or Edit an Event Type
    • How to Add or Edit Availability
    • How to Remove a Manager
    • How to Add or Edit an Availability Override
    • How to Remove an Agent
    • How to Remove Availability
    • Managing Availability (including Overrides)
    • How to Remove an Availability Override
    • How to Remove an Event Type
    • Understanding a Scheduler's Operational Data
    • Managing Event Types
  • Service Portal
    • Configuring Alerts
    • Building a Service
    • Configuring Access
    • Configuring a Service
    • Creating An Approval
    • Finding a Service
    • How To Create a New Service
    • Navigating Service Portal
    • Organizing Services
    • Sending a Email Notification
    • Providing Solution Help
    • Service Portal Concepts
    • Service Portal Administration
    • Understanding Service Portal Workflow
    • Service Portal User Guide
    • Using kinops to Document your Processes
  • Shared Configuration Guide
    • How to Add Members to a Team
    • How to Reset Your Password
    • Managing a User
    • How to Add Multiple Users at Once
    • How to Update Your Display Name
  • Settings
    • Introduction to the Settings Kapp
  • Survey
  • Teams
    • Adding and Removing Users from Teams
    • Creating and Removing Teams
  • Tech Bar
    • Can Kinetic Tech Bar software accommodate multiple languages at a single tech bar?
    • Checking In
    • Defining Schedules
    • Displaying Check In and Feedback Screens
    • Getting Help
    • How to Access Tech Bar Settings
    • Finding Upcoming Appointments
    • How To Add a Front Desk User
    • How to Access Queue for Tech Bar
    • How to Remove a Front Desk User
    • Managing a Tech Bar
    • Knowing What Notifications to Expect
    • How to Manage a Front Desk User
    • How to Work a Tech Bar Appointment
    • Managing Tech Bar Agents and Managers
    • Providing Feedback
    • Providing Solution Feedback Support
    • Rescheduling or Cancelling Appointments
    • Scheduling an Appointment
    • Teams and Roles
    • Using Tech Bar
    • Understanding Queue for Tech Bar
    • Tech Bar Metrics
    • Viewing Tech Bar Metrics
  • Users
    • Cloning Users
    • Creating Users

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Updated about 3 years ago