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Product Tip: How to deactivate an inactive user or admin from your Kisslow account
Follow the below steps to deactivate an inactive user or admin from your account: You need to have Admin access to deactivate a user from the account. Click on your profile picture -> Account…
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Product Tip: How to set up a default value for a Yes/No field in a Kissflow form
Drag and drop a Yes/No field in the form. If you want to set the default value as "Yes," move the toggle towards the right as shown in the 1st picture. To set the default value as "No,…
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Product Tip: How to set conditions for a process workflow step in Kisslow
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 create dataset views
This video tutorial demonstrates how you can create dataset views and how it will help you while sharing dataset information with members of your organization. https://www.loom.…
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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: What to do when you’re unable to view the form in a shared report in Kissflow process
As a Process admin, you can share a report and customize permissions for every member who has access to the report. By default, all the permissions are turned off for a member for security and…
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Product Tip: How to add the Kissflow mobile app to your home screen in your iPhone
Here’s a small demonstration of how you can add your Kissflow mobile app to your home screen on your iPhone in less than a minute. Open the Safari app on your iPhone and type the desired URL.…
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Product Tip: How to change my preferred language in my Kissflow account
You may want to change the default language in your Kissflow account. To do so, click on your Profile image -> My settings > Format settings > Language > Click Save.…
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Product Tip: How to find the number of hours or days between two dates in a Kissflow form
You want to find the number of hours or days between two dates. To do so, use the following formulas: For hours, datediff(time_started, time_finished,"HOUR") For days, datediff(time_started,…
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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 select more than one option from a list in a Kissflow form
You may want to select more than one option from the list. In such cases, open the Form and select Checkbox / Multi-select. Under Show field as, you can choose if you want the field to be a dropbox…
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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.…
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Product Tip: How to delegate tasks to another person in Kissflow when you’re going to be unavailable
At an instance where you’re going to be unavailable for a certain period, you can delegate tasks assigned to you to another user. This will not affect the tasks previously assigned to you.…
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Product Tip: How to delete an item after submitting it in Kissflow
There are instances where you might have submitted an item by mistake. To delete the item, go to the Process > click More options > Administration. Select an item or a set of items you want to delete…
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Product Tip: How to unarchive a process in Kissflow
You may have archived a process or a flow by mistake. To unarchive a process, go to Explore > More options > Archived > select the process > click the Unarchive button.
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Product Tip: How to move the status of an item to completed in a Kissflow process
In order to move the status of an item to completed, you need to be a process Admin. To view your process administration, click the More button and then click on Process Administration.…
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Product Tip: How to change the currency type in the currency field in Kissflow
You can follow the following steps to change the currency in the currency field. Go to Currency Field, scroll down, and you will see a label called Accepted Currencies.…
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Product Tip: How to edit a Kissflow process item after you have submitted it
You may want to edit the form after you submit it, or you may want to edit it after it has completed all the workflow steps. The Process Admin can edit a process form when it’s in progress or even…
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- Product Tip: How to deactivate an inactive user or admin from your Kisslow account
- Product Tip: How to set up a default value for a Yes/No field in a Kissflow form
- Product Tip: How to set conditions for a process workflow step in Kisslow
- Product Tip: How to create dataset views
- Product Tip: How to capture the date and time automatically in a Kissflow process form
- Product Tip: What to do when you’re unable to view the form in a shared report in Kissflow process
- Product Tip: How to add the Kissflow mobile app to your home screen in your iPhone
- Product Tip: How to change my preferred language in my Kissflow account
- Product Tip: How to find the number of hours or days between two dates in a Kissflow 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 select more than one option from a list in a Kissflow form
- 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
- Product Tip: How to delegate tasks to another person in Kissflow when you’re going to be unavailable
- Product Tip: How to delete an item after submitting it in Kissflow
- Product Tip: How to unarchive a process in Kissflow
- Product Tip: How to move the status of an item to completed in a Kissflow process
- Product Tip: How to change the currency type in the currency field in Kissflow
- Product Tip: How to edit a Kissflow process item after you have submitted it