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Managing members and permissions
Roles and permissions Kissflow supports the following roles to facilitate dataset sharing: Admin A dataset admin has the highest privilege in a dataset and anyone who creates a dataset becomes its…
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Duplicating and deleting a dataset
Duplicating a dataset If your business requirements are in such a way that you cannot use an existing dataset as is but need a slightly modified version of it,…
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Security settings and access control
To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings: Security settings Dataset Admins can share datasets…
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Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…
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Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…
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Importing data from a CSV file to a dataset
You can import or upload data from a CSV file to your dataset. Click the Import CSV button and then select the CSV file. While importing a CSV file, you need to be aware of the file requirements.…
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Managing audit logs in a dataset
Audit log is a chronological record of user activities within your dataset. These activities include actions performed on flows and items by users. Audit logs help maintain transparency and…
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Managing associated flows in a dataset
Kissflow plans: ✓ Basic ✓ Enterprise The Associated flows section provides an overview of how your dataset interacts with other flows. It helps you understand dependencies,…