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Product Tip: How to hide the reject button for a particular workflow step in Kissflow
To hide the form action buttons for a particular workflow step in Kissflow: Go to Permissions, click a workflow step, and scroll down. Under Configure actions,…
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Product Tip: How to approve/submit Kissflow workflow tasks directly from the Gmail inbox
The Kissflow for Gmail add-on allows you to approve/submit Kissflow workflow tasks directly in your Gmail inbox. Go to the link and click Add to Chrome. https://chrome.google.…
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Product Tip: How to rename a form action button name in Kissflow
Let's say you have a Department Head Approval step. The default action name is Submit. But you would like the action to say Approve because this is more relevant to the person acting on this step.…
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Product Tip: How to add approver to an existing process item in Kissflow
Let's take a scenario where Jacob Fury is the current workflow approver. He has left the organization. In the workflow step, you go ahead and change the approver to another user called Happy Hogan.…
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Product Tip: How to initiate an item in Kissflow Process
Watch the video to learn how to initiate an item in a process. What topic would you like to see the next video tutorial on? We'll make sure it is covered. Do let us know in the comments below.…
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Product Tip: How to find the Process ID and Dataset ID in Kissflow
You may want to know the Process ID and Dataset ID for API purposes. Go to the Process; in the URL, the text after Process is your unique Process_ID; For example, https://theabccorporation.kissflow.…
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Product Tip: Best practices for simultaneous tasks
There are times in a workflow when you want multiple assignees to act on a step simultaneously. There are two ways to do this in Kissflow using Parallel branches or a Single step with multiple…
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Product Tip: How to delegate tasks in Kissflow
Watch this video to learn how to delegate the task to someone else in Kissflow.
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Product Tip: How to create and manage deadlines in Kissflow
Watch this video to find out how you can create and manage deadlines in Kissflow.
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Product Tip: How to apply filter conditions to a lookup field in a Kissflow form table
Watch this video to find out how you can apply filter conditions to a lookup field in a form table.
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Product Tip: What is a sequence number and how to generate it in a Kissflow form
Watch the video to find out how you can generate a sequence number in a form. To know more, please check the help doc: https://helpdocs.kissflow.com/field-types/sequence-number
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Product Tip: How to duplicate a Kissflow process
Let's say you have a process for a specific department and want to replicate the same for another department. You can avoid the hassle of creating the same process from scratch by using the Duplicate…
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Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…
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Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order
The steps that are covered in the video are as follows: Creating a new item in the Purchase Order process. Explore Kissflow Process Connectors, Integration Triggers,…
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Product Tip: How to create a condition for a Kissflow process workflow step based on a formula
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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Product Tip: How to add a member as a Process Administrator in Kissflow
To add a member as a Process Administrator, select the Process > Click on the More option > Share > click on the More option of the Member you want to make Process Admin > Change role > Select Admin.…
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Product Tip: How to change the item title in Kissflow Process
To change the item title, go to the process > Click More options > Settings > General settings. You can change the Item Title under Configure form title.…
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Product Tip: How to turn on email notifications for a Kissflow process
Sometimes, you may want to receive email notifications in your Kissflow account. To do so, go to My Settings > Notifications > Please turn on the toggle for Email Notifications.…
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Product Tip: What does a suspended step mean in a Kissflow process workflow?
While working on a process item, you may witness the term Suspended in a particular workflow step. A workflow step that has previously been present in the workflow but deleted later will appear as…
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Product Tip: How to set conditions for a process workflow step in Kissflow
If you only want a workflow step to happen in a particular 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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Product Tip: How to capture the date and time automatically in a Kissflow process form
You may want to capture the date and time in a form without the user's input. To do so, create a field with Field type as Date & time. Toggle the 'Is this a computed field?…
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Product Tip: How to view the workflow steps in a process
You may want to view the workflow steps in a process. To do so, go to My items and you will see a list of all the items in your process in Draft, In progress, Participated, Completed, Withdrawn,…
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Product Tip: How to get the instance id of each item in a Kissflow process
In order to get the instance id of an item, open the Process form and create a Text field by clicking on +Drag any field here or click to add a new field.…
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Product Tip: How to share a process report to a user in Kissflow
You may want to share or grant report access to a user or a group. To do so, click on the Reports button. You will find all the available reports. Click on the More actions button of the report that…
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Product Tip: How to comment on an item in a Kissflow process workflow
To add a comment in a workflow, go to the Process and open the item that has been submitted. You can add your comments in the comments tab present on the right.…
Content aside
Category actions
Categories
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- Pre-release notes
- Product announcements
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- Product Tip: How to hide the reject button for a particular workflow step in Kissflow
- Product Tip: How to approve/submit Kissflow workflow tasks directly from the Gmail inbox
- Product Tip: How to rename a form action button name in Kissflow
- Product Tip: How to add approver to an existing process item in Kissflow
- Product Tip: How to initiate an item in Kissflow Process
- Product Tip: How to find the Process ID and Dataset ID in Kissflow
- Product Tip: Best practices for simultaneous tasks
- Product Tip: How to delegate tasks in Kissflow
- Product Tip: How to create and manage deadlines in Kissflow
- Product Tip: How to apply filter conditions to a lookup field in a Kissflow form table
- Product Tip: What is a sequence number and how to generate it in a Kissflow form
- Product Tip: How to duplicate a Kissflow process
- Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
- Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order
- Product Tip: How to create a condition for a Kissflow process workflow step based on a formula
- Product Tip: How to add a member as a Process Administrator in Kissflow
- Product Tip: How to change the item title in Kissflow Process
- Product Tip: How to turn on email notifications for a Kissflow process
- Product Tip: What does a suspended step mean in a Kissflow process workflow?
- Product Tip: How to set conditions for a process workflow step in Kissflow
- Product Tip: How to capture the date and time automatically in a Kissflow process form
- Product Tip: How to view the workflow steps in a process
- Product Tip: How to get the instance id of each item in a Kissflow process
- Product Tip: How to share a process report to a user in Kissflow
- Product Tip: How to comment on an item in a Kissflow process workflow