-
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…
-
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…
-
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 settings for process,…
-
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,…
-
Deleting process items
By default, all process items are saved forever as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it. Deleting items as a user Users can delete their…
-
Member actions in a process
Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned to me Created by me The Created by me tab shows all the items that you’ve been active on.…
-
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…
-
Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
-
Customizing Emails and Notification Templates
In Kissflow, you can customize the templates of notification cards and emails sent to users for the different events triggered in your process. This feature can be accessed from Settings >…
-
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.…
-
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.…
-
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…
-
Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process On the left navigation, click Explore. On the Explorer page, click Create,…
-
Creating a tabular report
Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular report,…
-
Reports overview
Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the process page.…
-
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,…
-
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.…
-
How to automate barcode scanning in a process form?
If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan an asset's barcode/QR code and…
-
Process overview
What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data. Flow Admins for a process can set up a form to carry data,…
-
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…
-
Configuring field permissions for process steps
In processes, you can customize the form to show different sections and fields depending on the step the item is in. Viewing the form by steps You can configure the form viewing permissions in the…
-
Configuring actions for process steps
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. Select any step and scroll down to the bottom of the…
-
Editing a process form after you submit it
As a user, once you submit a process form, you can’t edit the values of the fields anymore. However, here are some other options you can explore: Withdraw the item This option works if you were the…
-
Filtering items in a process
You can always resort to a filter view when there is a lot of data to manage as part of your process workflow. You need not have to always scroll through a million records every time you log into…
-
Simulating a workflow
Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path renders well as expected before publishing it live.…
Learn more about Kissflow Process