Navigating the Platform
Navigating the Platform & Organizing with Kapps
Before we build anything, let’s get familiar with how the Kinetic Platform is organized and where all the pieces fit together. In this section, you'll learn how to navigate the platform and use Kapps to group related assets like forms, categories, and workflows.
What is a Kapp?
A Kapp (short for Kinetic Application) is like a digital folder that holds everything related to a specific business function, workflow, or service area. It contains all the forms, categories, workflows, and configurations tied to that purpose.
Use Kapps to organize different parts of your business without overlap or confusion. Each Kapp is self-contained, making it easy to maintain permissions, build workflows, and report on activity within a specific domain.
Kapp Use Case Examples
Here are just a few ways teams across an organization might use Kapps:
Team / Department | Example Kapp Purpose |
---|---|
HR | Onboarding, Offboarding, Leave Requests |
IT | Service Catalog, Access Requests, Asset Management |
Finance | Expense Reporting, Budget Requests, Vendor Invoices |
Facilities | Maintenance Requests, Room Reservations |
Legal / Compliance | Contract Reviews, Policy Acknowledgments |
Marketing | Campaign Requests, Creative Asset Intake |
Procurement | Purchase Requests, Vendor Intake, Approvals |
Customer Support | Issue Escalations, Case Management |
Operations | Process Improvements, SOP Documentation Submissions |
Product / Engineering | Feature Requests, Release Readiness Checklists |
Pro Tip: If a business function or team needs its own set of forms and workflows with specific access rules or logic, it’s a good candidate for a Kapp.
Kapps vs Spaces
Let’s clarify the two main layers of organization:
- Space: Your overarching environment. Think of it as your workspace — a container for everything, including users, teams, plugins, and Kapps.
- Kapp: A functional area inside a Space that contains related forms, workflows, and configuration.
Navigating the Platform
When you log into the Kinetic Experience Platform, you'll land in your Space Console, the main navigation panel on the left-hand side of the screen.
There are four main sections you'll interact with:
Insights
This is where you can view high-level activity and performance across your Space. You’ll find:
- Dashboard (Home): A quick overview of recent activity
- Logs: Detailed logs of integration runs and platform behavior
- Activity: Track runs, errors, workflow triggers, and webhook jobs
Use this section to monitor health, troubleshoot issues, and confirm your automations are running as expected.
Build
The Build section is where you'll do most of your hands-on work. It includes:
- File Resources: Assets like images, templates, and supporting files
- Kapps: Containers for related forms, workflows, and categories
- Models: Data models used to structure custom data entities
- Workflow: Define global workflows that operate across the platform (not tied to a specific form)
This is where you’ll spend time creating forms, logic, and automation.
Configuration
This section is all about managing what powers your platform:
- Plugins: Where you configure integrations (e.g., ServiceNow, internal APIs)
- Settings: Control front-end rendering sources and platform-wide security policies
- Teams: Group users for assignment, notifications, and access control
- Translations: Manage multi-language support for forms and experiences
- Users: Add, manage, or remove access to the platform
Think of Configuration as your platform's command center.
Definitions
Definitions house the foundational pieces your platform relies on:
- Attributes: Custom metadata you can assign to users, teams, or submissions
- Security: Define roles, permissions, and access control policies
- Webhooks: Create outbound triggers to external systems based on platform events
Throughout this guide, we’ll primarily focus on the Build section, but you’ll dip into Configuration and Definitions when you need to manage integrations, teams, or platform-wide settings.
Create Your First Kapp: Onboarding
Let’s create a Kapp that will contain everything related to employee onboarding.
Steps:
- In the Space Console, go to the Build section
- Select Kapps
- Click + New Kapp in the top-right
- Name your Kapp:
Onboarding
- Slug will auto-fill (you can leave it as-is)
- Click Create
Once your Kapp is created, click into it and explore the Settings
under the Configuration section:
- Details
- Attributes
- Security
- Integrations
Expand your knowledge: Dive deeper into Kapp Configuration Options
Where You'll Build Next
Now that your Kapp is ready, here’s what you’ll be building inside it:
- Forms to collect user input (like onboarding requests)
- Workflows to automate approvals and actions
- Integrations to connect with other systems like ServiceNow
What You Should See
After completing this section, you should now:
- Understand the difference between a Space and a Kapp
- Know where key navigation areas are within the platform
- Have a new Kapp named
Onboarding
ready to go
Expand Your Knowledge
Next up: Build Your First Form — start capturing information inside your newly created Kapp!
Updated 13 days ago