What Is Solution Workbench?

Solution Workbench is a Kinetic tool for managing solutions — bundles of customizations you can export from one environment and import into another. You can use it to distribute custom applications, business objects, dashboards, Business Process Management (BPM) directive groups, user-defined codes, extended properties, report styles, and more.

Each solution is packaged as a single .zip file containing all files and data. This makes it straightforward to move customizations between environments — for example, from test to production.

Important

Solutions exported and imported between environments must be on the same Kinetic version. Cross-version imports are not supported.

Export a Solution

Step 1

Open Solution Workbench

Search for "Solution Workbench" in Kinetic and open the app.

Step 2

Create a New Solution

On the home page, click the plus sign at the top right to create a new solution.

Solution Workbench home page showing the plus sign to create a new solution
Step 3

Enter Solution Details

Enter the Solution ID. In the Solution Type field, click the search icon and select "All". Save the record.

Step 4

Add Items to the Solution

In the Solutions card, expand Items and click the plus sign in the Items section.

Items section with plus sign to add elements to the solution
Step 5

Select the Element Type

A slider window appears with various Elements. Select the type you want to include — in this example, ReportStyle.

Element type selection slider showing ReportStyle option
Step 6

Choose the Specific Item

Highlight the Element, then click the search icon at the top right. Select the desired item from the list. In this example, we selected CustSt (Customer Statement).

Search results showing report styles available to add to the solution

The solution now contains both the report and its report definition.

Solution items list showing the report and report definition have been added
Step 7

Build the Solution

Open the overflow menu (three dots) and select Build Solution.

Overflow menu with Build Solution option highlighted
Step 8

Download the ZIP File

In the slider window, click Build at the bottom right. A .zip file will be created and downloaded to your local computer.

Build solution slider with the Build button at bottom right

Import a Solution

Step 1

Open Solution Workbench in the Target Environment

Search for "Solution Workbench" in the Kinetic environment where you want to install the solution.

Step 2

Open the Install Solution Menu

On the Solution Workbench landing page, open the overflow menu and select Install Solution. A slider window appears.

Solution Workbench overflow menu with Install Solution option
Step 3

Select the ZIP File

In the slider, click the search icon at the far left of the Solution File field. Locate the downloaded .zip file on your local computer. Once selected, click Install at the bottom right.

Install Solution slider showing the Solution File field and Install button
Step 4

Verify the Import

The imported items are now available in the target environment. For a report style, search for the report name in Report Style to confirm it appears — including any reports that came in as part of the solution.

Report Style module showing the successfully imported Customer Statement report
Tip

If you need to update a solution after making changes, simply rebuild it using the same Solution ID and reimport it in the target environment. Kinetic will overwrite the existing version.

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