Tips and tricks Category

Product Tip: Overview of Kissflow Connectors

Here's quick overview on Kissflow Connectors. Do let us know your thoughts on the Slack example shown in the video.

Product Tip: How to install marketplace templates in Kissflow

Watch this video to find out how to install marketplace templates in Kissflow.

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.…

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.…

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.…

Product Tip: How to find the User ID in Kissflow

You may want to know the User ID for API purposes, such as deactivating a user, accessing information in the User management, or performing an action for an existing user.…

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…

Product Tip: How to duplicate a dataset in Kissflow

Watch this video to learn how to duplicate a dataset in Kissflow.

Product Tip: How to delegate tasks in Kissflow

Watch this video to learn how to delegate the task to someone else in Kissflow.

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.

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.

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

Product Tip: How to sync data from an external system to Kissflow Dataset

You may have an on-premises ERP system in your current tool landscape, such as Oracle or SAP, and want to integrate some of its data into Kissflow. There are many such use cases,…

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…

Product Tip: How to integrate your Kissflow account with a Dropbox folder

We are back with a new initiative where we will be walking you all through a use-case, problem, and a Kissflow solution. Use case: During the year-end audit,…

Product Tip: User settings in Kissflow

In this video, you will learn about the different user settings of the Kissflow account. Watch the video for a detailed overview of the two settings related to a user- My settings and My profile.…

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:…

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,…

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.…

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.…

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.…

Product Tip: How to auto-populate the previous step name in a Kissflow process form

To auto-populate the previous step name in a Kissflow process form, create a text field called Previous step name and toggle the 'Is this a computed field?' field to 'Yes' to enable it.…

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.…

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…

Product Tip: How to activate an inactive user in your Kissflow account

Here’s how you can activate an inactive user in your Kissflow account: Click on your profile picture > Account administration > User management > Manage users > Click on Inactive users > Select the…