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Product Tip: How to create a trend analysis report using a line chart in Kissflow
Watch this video to learn how to create trend analysis reports using line charts. This step-by-step guide shows how to create visually engaging reports that reveal data changes over time. https://www.…
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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:…
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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 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: 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…
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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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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.…
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Let's Learn Board: How to integrate Kissflow board with datasets
Hello, Discover how to seamlessly update, manage, and keep track of customer records by integrating Kissflow Board with Kissflow Dataset. Our automation process allows for effortless creation of…
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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.…
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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.…
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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.…
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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:…
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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.
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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.…
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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.…
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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…
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How to set up connections in Kissflow integrations
Integration runs require valid authentication before triggers and actions can be configured and tested. When multiple developers set up integrations, it leads to multiple access keys and security…
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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.…
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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…
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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.…
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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.…
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Product Tip: How to create a report over a process table and child table using Kissflow analytics
In this video, discover how to create insightful reports from process and child tables effortlessly. By creating a dataview in analytics, you can combine and merge data from processes and child…
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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,…
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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…
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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,…
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- Product Tip: How to create a trend analysis report using a line chart in Kissflow
- Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
- Product Tip: How to find the number of hours or days between two dates in a Kissflow form
- Product Tip: How to get the instance id of each item in a Kissflow process
- Product Tip: What does a suspended step mean in a Kissflow process workflow?
- Product Tip: How to comment on an item in a Kissflow process workflow
- Let's Learn Integrations: Send an email
- Let's Learn Board: How to integrate Kissflow board with datasets
- Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
- Product Tip: How to automate an AMC renewal process for your organization using Kissflow
- Product Tip: How to find the Process ID and Dataset ID in Kissflow
- Product Tip: How to reassign an in-progress item in Kissflow
- Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
- How to use the scanner field in Kissflow
- Product Tip: How to create Document templates in Kissflow and email them through Integrations
- Product Tip: How to delegate tasks as a super admin in Kissflow
- How to set up connections in Kissflow integrations
- Product Tip: How to transfer ownership of your account in Kissflow
- Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
- Let's Learn Integrations: Create a dataset record
- Product Tip: How to use validations in Kissflow to create restrictions in your leave request form
- Product Tip: How to create a report over a process table and child table using Kissflow analytics
- Product Tip: How to sync data from an external system to Kissflow Dataset
- Let's Learn Integrations: Create and submit a new item.
- Product Tip: How to fetch the approver of a workflow step in your Kissflow process report