Tips and tricks Category

How to use the scanner field in Kissflow

The Scanner field in Kissflow is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process, board, and data forms within apps.…

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…

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…

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…

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:…

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.…

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…

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.…

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.

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…

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.…

Product Tip: How to tag users in comments in Kissflow process forms

In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…

Product Tip: Did you know that Kissflow chat supports voice messages that can be transcribed and translated?

Check out this video to see it in action. https://www.loom.com/share/7d482bac57c64f1b80f4b3afe445dd16 Within the chat, you can record audio messages up to one minute in length.…

Product Tip: How to customize process email templates in Kissflow

Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…

Product Tip: How to automate asset requests with Kissflow Integrations.

Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…

Product Tip: How to impersonate a user using Kissflow service account

Watch this video to learn how to impersonate a user in your Kissflow service account. https://www.loom.com/share/a2406d9caabe4f1d86aa17bbe10be20d Click here for more information on Kissflow service…

Let’s Learn Integrations Wrap Up

Hello Champions, Over the last eight weeks, we shared how Kissflow Integrations can streamline and optimize your employee onboarding process. Whether you're a Kissflow expert or just a beginner,…

Product Tip: How to customize the form print preferences

Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…

Let's Learn Integrations: Add attendees to an event.

In the last part of the "Let's Learn Integrations" series, we'll learn how to use the add attendees to an event action to add new employees to events in your Google calendar automatically.…

Let's Learn Integrations: Create and submit a new item.

Welcome back to part 7 of our "Let's Learn Integrations" series. In this part, we'll learn how to use the create and submit a new item action in Kissflow integrations to create and submit a new item…

Product Tip: How to automate parking space reservations with Kissflow process

Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…

Let's Learn Integrations: How to send automated messages to users within Kissflow.

Welcome to part 6 of our "Let's Learn Integrations" series. In this video, you'll learn how to use the send message action to send messages to users within Kissflow automatically.…

Product Tip: How to automatically add a new row in a spreadsheet in Google Sheets using Kissflow Integrations.

Watch this to understand how to auto-populate a Google Sheets spreadsheet using Integrations with the table values in a Kissflow form. https://www.loom.…

Let's Learn Integrations: Add users to a group

We're back with another video in our "Let's Learn Integrations" series. This quick video will teach us how to automatically add users to user groups in Kissflow using the User details connector in…

Product Tip: How to delete lists in Kissflow

Lists are single-column datasets whose data you can use in dropdowns, checklists, or checkbox/multi-select dropdown fields in your forms. You can find and view lists by searching their names using…