Tips and tricks Category

Let's Learn Integrations: Send an email

Welcome back to our "Let's Learn Integrations" series. This video will teach us how to use the Send an email action in Kissflow Integrations to automate the employee confirmation process.…

Product Tip: How to use the pick item feature in a workflow step in Kissflow

Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…

Let's Learn Integrations: Create an item

We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…

Let's Learn Integrations: Upload files

Welcome back to the " Let's Learn Integrations " series. In the 2nd part of this series, we'll learn how to use the Upload files action in Kissflow Integrations to automatically upload documents from…

Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.

Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…

Let's Learn Integrations: Create a dataset record

Welcome to the first part of " Let’s Learn Integrations," the first module of the Kissflow Learning Series. This video will teach us how to use the Create a dataset record action.…

Kissflow Learning Series: Let's Learn Integrations

Welcome to the all-new Kissflow Learning Series, designed to help you learn more about the modules in Kissflow. Please tune in for our new lineup of videos,…

Product Tip: How to automatically approve an item when it crosses its deadline at a particular approval step in Kissflow

Here's a quick video explaining how you can automate the approval step in a workflow when the deadline for an item is breached. https://www.loom.com/share/cec1ef88e7144e0c969a3a1a5216bfe5 React to…

Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow

In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…

Workaround Article: How to customize the number and currency format in Kissflow

For long numbers, different symbols are used to group thousands and other denominations. The symbols used differ from region to region. Some countries use a comma (,), while others use a period (.).…

Product Tip: How to enable Google Drive to upload files or attachments to Kissflow

You need to be a Kissflow Account Admin to enable the file upload settings. Choose which file attachment services all account users can use to upload files to Kissflow.…

Product Tip: How to create Document templates in Kissflow and email them through Integrations

Here’s a quick video explaining how you can automate PDF generation using Document templates in Kissflow and email it through Integrations. https://www.loom.…

Product Tip: How to use the geolocation field in Kissflow

In this video, we’ll explain how you can use the geolocation field in Kissflow Process https://www.loom.com/share/a2f7f52f9b2446b4b00c10a023d69b03 If you have any questions about using this feature,…

Product Tip: What is a User Workload Report and how to create it in Kissflow

A user workload report shows all in-progress process items assigned to users in your Kissflow account. As an Account admin, the user workload report helps track items assigned to different users in…

Product Tip: How can I delegate my tasks in Kissflow before I go on a holiday?

The holiday season is about to begin, and before you leave for vacation, you need to plan for task delegation so that other users can attend to your tasks.…

Workaround: Is it possible to fetch values from a Checklist field in the Document Template in Kissflow?

Here's a short video explaining how you can fetch the values from a checklist field in a document template. The Checklist field's values cannot be fetched into a document template directly;…

Product Tip: How can you activate users requesting to join your Kissflow account?

When external users request to join your Kissflow account, you will find the list of requests under the Join requests tab of the User management section.…

Product Tip: Difference Between Conditional and Goto steps in Kissflow

Here’s a short video explaining the difference between Conditional and Goto steps https://www.loom.com/share/aa37d5b9af9f45c5b66a766d72c1b9bb If you need help with configuring the conditional and…

Product Tip: How to prevent users from submitting duplicate data into your Kissflow process form

Learn how you can prevent users from submitting duplicate data in your process form in Kissflow. https://www.loom.com/share/fdaf439e332e46edb628084f2fdf0aa2 If you want to configure the fields and…

Product Tip: How to fix the “No assignee” error in Kissflow Process

“There is no assignee in the next workflow step” is a common error message that can come up in a process for various reasons. The following are the possible causes and solutions: Cause 1:…

Product Tip: Do you have process items stuck for approval because the assignee left the organization suddenly?

Consider a process with multiple workflow steps and an assignee for each step. We all know that an item can only go from one step to another step after the assignee approves it.…

Product Tip: How to transfer ownership of your account in Kissflow

In Kissflow, only the current Account Owner can transfer ownership. Who is an Account Owner? The Account Owner is the person who created the Kissflow account.…

Product Tip: How to fetch the approver of a workflow step in your Kissflow process report

In a process form, you can find the name of the approver for a workflow step under the status section. Now, if you want the approver’s name in a process report,…

Product Tip: How to format the output of a Number Field

Let’s say you have a process named New Employee Salary Account Details which you use to gather the bank account details of new employees and set up their salary accounts.…

Product Tip: How to export user or company data in Kissflow

Customers need to export their user data as a report periodically and submit it to management so they can perform various analyses on the report for Audit purposes.…