When you have tested your process prototype using the previewer then you are ready to publish your process to selected test users. It is prudent to have a limited deployment initially making the process available to stakeholders and testers to review. This limited group should include users with various levels of technical skill.
Before publishing, make sure you save your work. Go to the Side menu > Administration > Designer > click on the process name.
Click on the Save button in the left-hand pane. Note that the Version of the process is available in the right-hand pane, where the current version is always visible.
Saving a process
When you are ready to Publish, click on the Publish button.
Fill out the Publish process dialog box by adding comments. Choose from ‘Yes’ or ‘No’ to bulk update process instances.
Publishing a process
If you choose ‘No’ then the latest version is saved and published. If you choose ‘Yes’ then process instances will be updated with the latest design version. Two further questions are prompted:
Trigger field rules after design update? Options are ‘Yes’ or ‘No’. If you choose ‘Yes’ then you can set a rule or rules to be executed after the design is updated, which will also update the existing instances of the process.
Update all instances? Options are ‘Yes’ or ‘No’. If you choose ‘Yes’ this results in an update of the process and applies those changes to all existing instances of the process.
Click on OK when complete.
Once users have access to your process, it is useful to build one or more dashboards and monitor and track dashboards so you can monitor process data in real time and use this to further modify the process before full deployment.
Track dashboards
Process dashboards provide real-time metrics to help guide decisions and make improvements in the organisation.
The video below introduces dashboards, and the steps in How to build a dashboard run through the the creating process in steps.
Dashboards
How to build a dashboard
Go to the Side bar > Home and then click on Create a new page button in the Quick Action menu.
Create new page button in the Quick Action menu
Fill out the Create dashboard page dialog box. Fill out the Title, the Name that is a Unique ID that autofills from the Title, decide on other parameters like groups that you would like to share to. Click on OK when complete.
Create dashboard page
The result is a menu of 7 widgets that you can add to your dashboard page. Go to Dashboards to find out more. For the moment we are going to add one widget, a list widget. Click on List widget.
Dashboard widgets
Fill out the Add widget dialog box. Choose a Title, layout size, colour scheme, and decide who the widget is visible to along with device visibility, that is when dashboards will be visible, for example during flight mode.
Add widget dialog box
Click on OK when complete.
Configure or edit the widget by clicking on the Pen icon for the widget.
Editing a widget
Note: It it possible to add more widgets or edit/configure widgets when you are in Edit mode. To return to View mode, click on the Save button in the Quick Action menu.
To return to Edit mode again, click on the Edit current page button in the Quick Action Menu.
There are a number of options to choose from in the Edit List dialog box. For now we are going to concentrate on two things: a) connecting to a business process b) choosing certain fields to view in our list.
Click on Business Process in the left-hand pane and select the process you want to link to, in this case Training Process.
Connecting to a business process and fields
In the right-hand pane, click on Common fields and/or Design fields and select the fields that you want to show in your list widget, in this example the fields Employee Name, Type of Training and Management Decision are chosen from the Design fields. Click on OK when complete.
The result is a dashboard that shows instances of Training Requests submitted, and that status of each instance.
List widget example
In this example if the entire process has been completed, the status is ‘Completed’ or if status says ‘Training Approval’ this means this form still needs to be completed. A dashboard like this can highlight bottlenecks in the organisation.
You can change the layout of the widget by clicking on the Settings (cog) button .
For example if you click on the bar for Layout columns you can increase the width of the widget and see the change in size in real-time in the background.
When you are happy with your changes, click on the Save button in the top menu bar.
When you are in view mode, you can kick off processes from the dashboard widget. Click on the Start new process button and select the process you want to use, in this example the Training Process.
Start new process
You are then brought to the first form in the process, Training Request to kick off the Training Process. As forms are completed, the data in the dashboard is updated in real time.
There are endless possibilities with dashboards, the steps above are designed to highlight one particular scenario.
Example of a dashboard page with different widgets
Configured dashboard pages can be shared with your selected users. Allow time for review and get feedback to incorporate into the iterative design process.
When all feedback has been received, updates implemented, and a final quality review conducted successfully, then you are ready to launch!
Launch
Launching your process involves making your process widely available, that is full deployment for the full user base. Ensure that you have communication, training and support resources in place as part of the launch to aid user adoption.
It is also important to make sure you document the development process so that this information can be used as a source of input for future updates.
What’s next
If you would like to see examples of ‘how to’ perform particular tasks in Kianda, click on the link below:
Kianda dashboards deliver a convenient way to provide insights into how your business processes are performing. Kianda dashboards offer easy reporting, permissions management, quick build, condition-based filtering and many more features.
From lists to tiles, filter and charts, dashboards allow you to build full digital experiences to monitor your real-time processes in a few minutes.
There are 3 steps involved in creating a dashboard:
Create a dashboard page.
Add one or more widgets.
Configure or edit the widgets to make the page look the way you want.
If you are using Kianda predefined processes from the App Store or other imported processes, then dashboards have already been created for you! These are available by clicking on Dashboard from the side menu.
Before you begin it is important to be aware that there are two modes involved in dashboard pages, an Edit mode and View mode as described below.
Edit mode and View mode
When using dashboards there are two modes: Edit mode and View mode.
When you are in View mode, the Edit button will be visible in the top menu bar.
Clicking on the Edit button to go into Edit mode
When you click on the Edit button you will be in Edit mode, which means that the Widget menu is available at the top of the dashboard page, along with the Settings button to make changes to the page, and Bin/Trash button to delete the page.
Edit mode
In Edit mode, you can also make changes to widgets s Update configuration, Settingsand Delete buttons, will be available. If you want to create a dashboard page from scratch go to How to get started or if you want to learn more about dashboard widgets go to Dashboard widgets.
How to get started
Kianda offers a user-friendly interface to create dashboards in a few minutes. Please follow the below video to learn how to create dashboards.
Dashboards introduction
To create a dashboard, go to Homein the left-hand pane and click on Create a new page icon .
A Create dashboard page dialog box opens.
Create dashboard page dialog box
Choose from the edit options:
Title - dashboard title for example Training Requests
Name - this is a unique name for the dashboard
Visible to - determine who will see the dashboard, choose from a) Users b) Groups
Icon - click on the arrow to choose from hundreds of icons to attach to your dashboard
Sort order - choose a numeric value to sort on by click
Group - define a group who will use this dashboard, for example HR managers
Enable favourites checkbox - tick this checkbox if you want to enable this dashboard as a ‘favourite’
Click on the OK button when you are finished editing the field to save your changes or click on Close to exit the dialog box without saving.
The output is a menu with a number of widgets available that you can add to the dashboard. Go to Dashboard widgets to find out more about each widget type.
Widget menu
If you wish to change settings for the dashboard page, click on the Settings button see Dashboard page settings for more details.
If you want to delete the dashboard page, click on the Bin icon and then click on Ok to confirm that you want to delete the dashboard page or click on Cancel if you wish to cancel the deletion.
Save any changes you make by clicking on the Save button in the top menu to ensure your dashboard changes are saved and you will see a pop-up message Page saved successfully.
You are now in View mode. To make further changes to the dashboard page, return to Edit mode by clicking on the Edit button in the top menu.
Dashboard widgets
Kianda comes with 7 predefined widgets as listed below. Using these widgets you can quickly and easily create a process dashboard in minutes. The widgets are:
Rich text: The Rich text is used to display some texts, links or images on the dashboards.
Tile: A tile is used to display a count of instances with different colour schemes. You could also add conditions to display count, for example, you could add a condition “Status” equals “In-progress”, this will display the count of instances with status “In-progress”.
Chart: Using a chart widget, you could create a pie chart, bar chart or a line chart. These charts could be used to represent various conditions on a process,
List: The list widget displays the instances of the selected process. List widget could also be used to connect with any other widget to display the filtered items,
Filter: The filter widget is used to filter the instances based on a field. For example, process instances could be filtered by status.
Link: The link widget is used to add a link to a new process, dashboard or any external sources such as SharePoint.
Walk-through: This widget allows you to create a walk-through quickly which could be made available to a user, group or an organisation.
When you have added one or more widgets, you can move the widgets around the dashboard page using the Drag handle button . This is possible when you are in Edit mode, see Edit mode and View mode.
Dashboard page settings
When you click on the Settings button a Page settings dialog box opens. The edit options are the same as Create dashboard page dialog box that appears during page creation, see How to get started but also includes two additional checkboxes:
Display in mobile footer - tick this checkbox if you want to display dashboard in the mobile footer
Hide from navigation - tick this checkbox if you want to hide the dashboard from navigation
Page settings
Click on the OK button when you are finished editing the field to save your changes or click on Close to exit the dialog box without saving.
Enabling data export from dashboards
Kianda allows the users to export the data from the dashboards on a simple click. To set up the configuration to export the data from the dashboards, please follow the below.
Enabling data export from dashboards
Offline availability
Kianda is a progressive web application. This enables Kianda dashboards to provide insights to the business processes even in offline mode.
For example, this can benefit businesses where users can carry out inspections or maintenance even at a remote location with no access to the internet.
What’s next
If you would like to see examples of ‘how to’ perform particular tasks in Kianda, click on the link below: