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Product Tip: How to create a report over a process table and child table using Kissflow analytics
In this video, discover how to create insightful reports from process and child tables effortlessly. By creating a dataview in analytics, you can combine and merge data from processes and child…
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Product Tip: How to create a Kissflow process by importing data from other sources
In this video, you will learn how to easily import data from other sources and create a new process. Kissflow streamlines the process by generating fields corresponding to your file's columns,…
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Product Tip: How to create a trend analysis report using a line chart in Kissflow
Watch this video to learn how to create trend analysis reports using line charts. This step-by-step guide shows how to create visually engaging reports that reveal data changes over time. https://www.…
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Product Tip: How to manage notifications in Kissflow board
Watch this video to discover how to customize your board notifications to suit your personalized needs and work style. By choosing your preferred notification settings,…
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Product Tip: How to send automated emails when your Kissflow dataset is updated
In this video, you'll learn how to set up automatic email notifications whenever your dataset is modified. Through this, you can ensure the precision of your data and keep your workforce informed…
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Let's Learn Boards: How to use metrics in Kissflow board
In this video, you'll learn how to access metrics in Kissflow boards to track and analyse performance over time. The system-defined reports cover crucial aspects such as status, priority, due dates,…
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Let's Learn Boards - How to create custom views in Kissflow boards
Learn how to customize your Kissflow board experience with personalized views. By creating custom views, you can filter, sort, and organize board data to match your unique workflow,…
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Let’s Learn Board: How to add watchers automatically to an item in your Kissflow board
Learn how to automatically add watchers to overdue items to your Kissflow board items. Simplify your workflow and improve tracking efficiency by automatically adding admins as watchers when items…
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Let’s Learn Board: How to use subitems in Kissflow board
Learn how to manage subtasks in Kissflow with the power of subitems effectively. This video will teach you to break down complex tasks, track progress, and collaborate seamlessly with subitems.…
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Let's Learn Board: How to integrate Kissflow board with datasets
Hello, Discover how to seamlessly update, manage, and keep track of customer records by integrating Kissflow Board with Kissflow Dataset. Our automation process allows for effortless creation of…
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Let's Learn Boards: How to customize form permissions in Kissflow board
In this video, learn how to customize form permissions across different statuses in your Kissflow Board. Ensure data privacy and integrity by restricting access to specific sections and fields within…
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Let's Learn Boards: How to launch and initiate a quarterly sales campaign with Kissflow board
Welcome to the first part of our "Let's Learn Board" series! This video will explore how Kissflow Board can revolutionize your quarterly sales campaigns.…
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How to prefill a child table in a process with static data in Kissflow
Save time and streamline your process with automated data prefilling. Find out how to integrate the dataset into the child table in your process effortlessly.…
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How to set up connections in Kissflow integrations
Product Tip: How to set up connections in Kissflow integrations Integration runs require valid authentication before triggers and actions can be configured and tested.…
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How to use the scanner field in Kissflow
Product Tip: How to use the scanner field in Kissflow In this video, you’ll learn how to use the Scanner field in Kissflow. The Scanner field in Kissflow is an advanced form field that allows you to…
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Product Tip: How to delegate tasks as a super admin in Kissflow
Here's a quick video explaining how you can delegate a particular user's tasks to one or more users in Kissflow. Within Account administration, the Task delegation feature enables Super Admins to…
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Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
Watch this video to understand how you can configure impersonation access to service accounts to specific, and all flows in Kissflow. Impersonation in a service account is the ability to act on…
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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Product Tip: How to use the ClickSend connector in Kissflow Integrations
Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…
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Product Tip: How to withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
Here’s a simple guide to Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms. You can read more about these fields here.
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Product Tip: How to remove test data from system-generated reports in Kissflow
Kissflow processes have system-generated metric reports that give you insights into your process. These are read-only reports; however, you might need to delete test or incorrect data from the report.…
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- Product Announcements
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- Product Tip: How to create a report over a process table and child table using Kissflow analytics
- Product Tip: How to create a Kissflow process by importing data from other sources
- Product Tip: How to create a trend analysis report using a line chart in Kissflow
- Product Tip: How to manage notifications in Kissflow board
- Product Tip: How to send automated emails when your Kissflow dataset is updated
- Let's Learn Boards: How to use metrics in Kissflow board
- Let's Learn Boards - How to create custom views in Kissflow boards
- Let’s Learn Board: How to add watchers automatically to an item in your Kissflow board
- Let’s Learn Board: How to use subitems in Kissflow board
- Let's Learn Board: How to integrate Kissflow board with datasets
- Let's Learn Boards: How to customize form permissions in Kissflow board
- Let's Learn Boards: How to launch and initiate a quarterly sales campaign with Kissflow board
- How to prefill a child table in a process with static data in Kissflow
- How to set up connections in Kissflow integrations
- How to use the scanner field in Kissflow
- Product Tip: How to delegate tasks as a super admin in Kissflow
- Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
- Product Tip: How to import data in a dataset in Kissflow
- Product Tip: How to reassign an in-progress item in Kissflow
- Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
- Product Tip: How to use the ClickSend connector in Kissflow Integrations
- Product Tip: How to withdraw a submitted item in Kissflow
- Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
- Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
- Product Tip: How to remove test data from system-generated reports in Kissflow