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Duplicating, archiving, and deleting a process
Duplicating a process If you want to make a process very similar to another one, you can duplicate the process. The duplicated process will have the same configured fields, sections, tables,…
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Generating document templates
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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Process audit log
The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and item-level changes made by users in your…
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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change the process settings, click Manage > Settings.…
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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…
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Connected processes - Overview
In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process. This streamlines workflow management,…
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Connecting processes
You can connect multiple processes and automate item creation across them. Here’s how you can do it: Click the Manage button at the top right corner of your process home page, and click Edit process.…
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FAQ - Connected processes
1. Why am I not able to see the process I want to connect to? You can see only the processes where you have admin access. 2. Why can't I initiate dependent items for all the table entries in my…
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Security settings for flows
Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page. This system provides a more robust, flexible,…