Tips and tricks Category

Product Tip: How to restrict external users from submitting new requests in Kissflow

Let's say your organization uses Kissflow Process to manage hiring. Since hiring involves receiving applications from external users, you can use the public form feature to host the process as an…

Product Tip: How to add/remove fields to a tabular report within the process’ reports module in Kissflow

After you’ve created your tabular report within the process’ report, you may want to include or remove certain fields based on your requirements. In cases like this,…

Product Tip: How to use validations in Kissflow to create restrictions in your leave request form

Here’s a quick video explaining how you can use Kissflow validations in your leave request form to restrict users from submitting leave applications when they fail to meet specific requirements.…

Workaround: How to recover an accidentally deleted field or section from a process form

As a process member, when working on a form, you may mistakenly delete a particular field or section. Once deleted, the changes are auto-saved; thus, you won't be able to recover these deleted…

Product Tip: How to print comments in your Kissflow process form

We hope you all had a lovely weekend :D Here's your tip for the day! Sometimes, you might get instructions/questions under Comments when submitting an item in your Process.…

Product Tip: How to add/remove fields to process reports in Kissflow

After you’ve created your process report, you may want to include or remove specific fields based on your requirements. In cases like this, you can manually add/remove fields to your report by…

Product Tip: How to give download access to process reports to a user in Kissflow

Reports are available by default to all Process Admins and Report Admins in the upper-right corner of the process page. To give download access to other users,…

Product Tip: How to restrict the creation of new flows in Kissflow

At times, you may see users creating new flows in your account because the ability to create new flows is extended to all users by default in Kissflow. Account Owners and Super Admins can control who…

Product Tip: What is the difference between deleting and deactivating a user in Kissflow?

Deactivating a user When you deactivate a user from Kissflow, their license will be revoked but their data will be retained in the system. Here’s what you should keep in mind while deactivating a…

Product Tip: How to restrict new or external users from requesting access to join your Kissflow account

At times, you may get requests from external or new users requesting access to be part of your Kissflow account. Here’s how you can restrict them from joining.…

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,…

Product Tip: Why don't Super Admins have permission to view specific flows and reports?

Super Admins have access to all the flows and reports they create. However, they do not have default permission to access other flows or reports created by others.…

Product Tip: How to convert a date and time field to date field in Kissflow

Here's how you can convert a date and time field to date field in Kissflow: Let's say you have a Date and time field named Datetime1. Add a Date field to the form and then compute it with the…

Product Tip: How to calculate the total minutes between two date time fields in Kissflow

Let's say your form has two date and time fields. You may also want to get the total number of minutes between the two date & time fields. To do so, create a number field and enter the formula as…

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.…

Product Tip: How to protect Employee management fields from being used or looked up by other flows in my Kissflow account

Organizations collect confidential information such as phone numbers and blood groups in Employee management in their Kissflow account. In my case, I don't want flows to look up phone numbers.…

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.…

Product Tip: How to get the live currency exchange rate in Kissflow

Often you want to know the exchange rate of a currency type in the Kissflow process form. Instead of google or finding another site and typing it in manually.…

Product Tip: How do I change the domain URL of my Kissflow account

Here’s how you can customize the domain URL of your Kissflow account. To change the domain URL, go to Account administration -> Account settings -> Account details.…

Product Tip: How to automate an AMC renewal process for your organization using Kissflow

See how to automate an AMC renewal process for your organization using Kissflow What is AMC Renewal? AMC means renewal of annual maintenance contract or renewal of annual maintenance cost.…

Product Tip: How to reset and restart a sequence number in Kissflow

In Kissflow, you can use the Sequence number field to assign a serial or sequence number to each item in your process. Here's a quick tip to reset or restart a sequence number.…

Product Tip: How to use conditions to update the leave balance in the Employee dataset automatically in Kissflow

Here's how you can use conditions to automatically update the leave balance in the Employee dataset using Kissflow Integration.

Product Tip: What are system reports in Kissflow and how to use them

Product Tip: What are audit logs in Kissflow and how to use them

Kissflow has an account level audit log and a flow-level audit log that stores the history of all the activities performed in your Kissflow account. Process level audit log:…

Product Tip: How to use dependent dropdowns for data filtrations in Kissflow process

Check out this tutorial on using Dependent Dropdowns for data filtrations in the process. https://www.loom.com/share/899505fb349d4833827ea1970b2c7f2b Do let us know your feedback on this video in the…