Wrapping Up — Final Testing and Best Practices

You’ve officially completed the Self-Guided Introduction to the Kinetic Platform — great work!

Throughout this short series, you explored how the platform’s core components work together to create a simple, but powerful, onboarding process. From forms and teams to workflows and integrations, you've now had your hands on the foundational building blocks of self-service automation.

What This Was (And What It Wasn’t)

This was a high-level, hands-on walkthrough designed to help you:

• Become familiar with Kinetic’s core components
• Build your first real form, workflow, and integration
• See how the pieces connect to automate a basic business process

This was not intended to teach:

• Deep workflow branching or logic
• Advanced API manipulation
• Full design strategies for scalable service delivery

What’s Next: Learn, Expand, and Refine

Now that you've had a taste of what the platform can do, we highly recommend diving into our full Learning Management System (LMS) for deeper learning.

Troubleshooting & Monitoring Tips

When things don’t go as planned, here are some helpful tools and strategies to diagnose and fix issues quickly:

Workflow Debugging

• Use the clock icon in your workflow to view recent runs
• Check each node to see input/output data and errors
• Look for failed integration responses or missing submission values

Common Issues to Watch For

• Empty form fields: Make sure your field names match exactly in your workflow expressions
• Authentication errors: Double-check your integration user credentials
• Workflow not triggering: Ensure the correct event type is selected (e.g. "Submission Submitted")
• Field not populating: Confirm expressions are referencing the right values (@values, @results, etc.)

Monitoring Tips

• Use submission exports to spot incomplete or failed requests
• Set up custom notifications for errors or delays
• Add an “Internal Notes” or “Debug Info” field to temporarily log workflow data during testing

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Pro Tip: Start small. Test each integration and node one at a time. It’s much easier to troubleshoot step-by-step than to debug a large process all at once.

Final Testing Checklist

Before you walk away from your build, here’s a quick checklist to validate your work:

• Can you successfully submit an onboarding request?
• Is the department dropdown populated dynamically from Teams?
• Does the approval form populate and assign correctly?
• Is a ServiceNow ticket created and updated?
• Are internal statuses and fields being updated?
• Is an email notification being sent to the manager?

If yes, you’ve built a fully functioning, cross-system onboarding process!

Ready to Keep Building?

Here are a few common next steps:

• Add branching logic based on role or location
• Trigger multiple downstream workflows (equipment, accounts, access)
• Introduce approvals at multiple stages
• Build out dashboards or metrics for tracking submissions
• Replace ServiceNow with another ticketing system (or integrate multiple!)

You Did It!

You’ve just completed a full, end-to-end, self-guided journey through the Kinetic Platform. You now have the foundation and the confidence to start shaping your own solutions.

Thanks for building with us. We can’t wait to see what you create next.