Platform Guide
Integrations LibraryGet in Touch!

Troubleshooting & Monitoring

Suggest Edits

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

📘

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.

📚 Continue Your Learning

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

Updated 16 days ago