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Process settings
Kissflow plans: β Basic β Enterprise As an application developer, you will have default access to various data that you create. To configure or change settings for the process,β¦
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Generating document templates
Kissflow plans: β Basic β Enterprise You can use a document template to automate the generation of your process form PDFs. App developers can create a document template in the developmentβ¦
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Managing process roles and permissions
Kissflow plans: β Basic β Enterprise As an app admin, you will have default access to the process form and the ability to change many settings. As an admin of your process,β¦
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Configuring actions for process form steps
Kissflow plans: β Basic β Enterprise You can determine what action the assignee and the initiator of an item can take at each step. Go to the Permissions tab in the process editor.β¦
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Creating a process workflow
Kissflow plans: β Basic β Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation andβ¦
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Process overview
Kissflow plans: β Basic β Enterprise What is a process? A process is a type of workflow that follows a strict, sequential set of steps performed on form data.β¦
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Auto-generating dataform records
Kissflow plans: β Basic β Enterprise The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms.β¦
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Managing dataform roles
Kissflow plans: β Basic β Enterprise As a developer of the application, you will have default access to the dataform and will have the ability to change many settings.β¦
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Public form
Kissflow plans: β Basic β Enterprise Enabling a form to be a public form means you can let users outside your Kissflow account access that particular process or dataform in the application byβ¦
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Exporting data from a data table view
Kissflow plans: β Basic β Enterprise The data table view export feature in dataforms allows you to export data from your data table view as a downloadable CSV file.β¦