Getting Started with Building Workflows
Let's Begin
Most workflows in Kinetic begin at the form level. When a user submits a form, it often kicks off a process like an approval, a ticket creation, or a system integration. That process starts with a form-specific workflow.
This guide walks you through that progression, starting small and scaling up, to help you build with confidence.
1. Start at the Form Level
The most common and intuitive place to begin is on a specific form.
Example: You’ve created a "New Hire" form and want to trigger a workflow when someone submits it.
Steps to Create a Form-Level Workflow
- Navigate to your Kapp → Build > Forms → select your form.
- Open the Workflow tab.
- Click New Workflow.
- Select the event to trigger the workflow — most commonly,
Submission Submitted. - Name your workflow and click Create.
You’ll be taken into the Workflow Builder, where you can begin adding logic.
2. Build Your Workflow Logic
Inside the Builder, you’ll build out your process using:
| Node Type | Purpose |
|---|---|
| Routines | Reusable chunks of logic (e.g., email formatting, SLA calculations) |
| Connections & Operations | Integrations with external systems (e.g., AD provisioning, ticketing) |
| Connectors | Logic to determine the next step in the workflow |
You can also use parameters to dynamically pull form values or platform attributes into your nodes.
3. Reuse & Modularize with Routines
Once you’ve built a few workflows, you’ll notice common patterns, like sending notifications or assigning tasks. Instead of repeating logic, use routines to bundle reusable steps.
To Create a Routine
- Go to the Space Console → Build > Workflow > Routine
- Name the routine and build it like a tree
- Reuse it across multiple form workflows
4. Expand to Kapp and Space Level
When your process needs to trigger from any form within a Kapp or across your entire Space, consider a broader workflow scope:
| Scope | When to Use It |
|---|---|
| Kapp-Level | For processes shared across all forms in one Kapp |
| Space-Level | For logging, compliance, or alerts across all Kapps |
How to Create
- Kapp-Level: Navigate to the Kapp → Build > Workflow → click New Workflow
- Space-Level: From the Space Console → Build > Workflow → click New Workflow
A Space-level workflow using the
Submission Submittedevent will trigger for any form submission in the Space.
5. Advanced Logic with Space-Level Workflows
For advanced use cases such as shared integrations, complex conditional logic, or reusable logic across environments, workflows can be built directly at the Space level.
Navigate to:
Build > Workflow from the Space console.
Here you can:
- Create Trees: visual workflow diagrams triggered by events (like submissions, updates, or deletions)
- Define reusable routines and integrations that can be referenced across kapps and forms
- Clone or import/export workflows between environments using XML
Space-level workflows are ideal for platform administrators or advanced builders working across multiple teams or business units.
What's Next?
Updated 5 days ago