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Simulating a workflow
Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path works well as expected before publishing it live.…
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Making a process workflow
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 and also allows for alternate conditions…
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Creating AI-suggested workflow and steps
You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the process will be generated and displayed…
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Assigning steps
Assigning a step lets the assignee take ownership of the action. The workflow comes to a halt if they do not perform their action as expected. You can assign steps directly to a specific user, group,…
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Assignment preference
The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users. Assign to all Only one assignee - after one assignee submits the item,…
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Best practices for simultaneous tasks
There are times in a workflow when you want multiple assignees to act on a step at the same time. There are two ways to do this in Kissflow. Parallel branches Parallel branches create separate…
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Email actions
Overview When an item is assigned to a process member or admin, they receive an email informing them about the item, after which they log into Kissflow and act on it, that is, approve or reject it.…
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Conditional steps
If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
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Configuring deadline
In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow. By default, a step does not have a deadline.…
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Send back actions
You can select who should be assigned when an item is sent back to a step in a process workflow. Assign to approvers When an item is sent back to a step,…