User guide-
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,…
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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,…
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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…
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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…
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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…
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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…
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Notification events in processes
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Process notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Process comments
You can collaborate with different stakeholders in a process workflow regarding an item using comments. You can also reply to people in a thread format so that you can keep the conversation in one…
Learn everything about Kissflow Process.