Tips and tricks Category

Product Tip: How to send automated emails when your Kissflow dataset is updated

In this video, you'll learn how to set up automatic email notifications whenever your dataset is modified. Through this, you can ensure the precision of your data and keep your workforce informed…

Product Tip: How to import data in a dataset in Kissflow

Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…

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: 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 duplicate a dataset in Kissflow

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

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 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.…