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Process form overview
What is a process form? A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carryβ¦
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Creating a process inside apps
Kissflow plans: β Basic β Enterprise To create a process inside your app builder, Click Process under the Quick create menu on the left. Enter the process name.β¦
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Creating a process workflow
Kissflow plans: β Basic β Enterprise 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 andβ¦
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Configuring actions for process form steps
Kissflow plans: β Basic β Enterprise 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.β¦
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Managing process roles and permissions
As an application owner, you will have default access to the process form and the ability to change many settings. As an admin of your process, you can manage the roles and permissions of theβ¦
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Process settings
Kissflow plans: β Basic β Enterprise As an application developer, you will have default access to various data that you create. To configure or change settings for the process,β¦
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Generating PDF templates
Kissflow plans: β Basic β Enterprise You can use a document template to automate the generation of your process form PDFs. App developers can create a document template in the developmentβ¦