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Configuring Actions for Process Workflow Steps
Learn how to configure actions for process workflow steps to customize user actions in a process form. How does it work? You can customize actions for both initiators and approvers of a process.…
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Product Tip: How to create a Kissflow process by importing data from other sources
In this video, you will learn how to easily import data from other sources and create a new process. Kissflow streamlines the process by generating fields corresponding to your file's columns,…
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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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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: 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 withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Product Tip: How to customize process email templates in Kissflow
Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…
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Product Tip: How to automate asset requests with Kissflow Integrations.
Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…
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Product Tip: How to customize the form print preferences
Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…
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Product Tip: How to automatically approve an item when it crosses its deadline at a particular approval step in Kissflow
Here's a quick video explaining how you can automate the approval step in a workflow when the deadline for an item is breached. https://www.loom.com/share/cec1ef88e7144e0c969a3a1a5216bfe5 React to…
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Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…
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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 can I delegate my tasks in Kissflow before I go on a holiday?
The holiday season is about to begin, and before you leave for vacation, you need to plan for task delegation so that other users can attend to your tasks.…
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Workaround: Is it possible to fetch values from a Checklist field in the Document Template in Kissflow?
Here's a short video explaining how you can fetch the values from a checklist field in a document template. The Checklist field's values cannot be fetched into a document template directly;…
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Product Tip: Difference Between Conditional and Goto steps in Kissflow
Here’s a short video explaining the difference between Conditional and Goto steps https://www.loom.com/share/aa37d5b9af9f45c5b66a766d72c1b9bb If you need help with configuring the conditional and…
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Product Tip: How to fix the “No assignee” error in Kissflow Process
“There is no assignee in the next workflow step” is a common error message that can come up in a process for various reasons. The following are the possible causes and solutions: Cause 1:…
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Product Tip: Do you have process items stuck for approval because the assignee left the organization suddenly?
Consider a process with multiple workflow steps and an assignee for each step. We all know that an item can only go from one step to another step after the assignee approves it.…
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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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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…
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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.…
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- Configuring Actions for Process Workflow Steps
- Product Tip: How to create a Kissflow process by importing data from other sources
- Product Tip: How to delegate tasks as a super admin in Kissflow
- Product Tip: How to reassign an in-progress item in Kissflow
- 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 withdraw a submitted item in Kissflow
- Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
- Product Tip: How to tag users in comments in Kissflow process forms
- Product Tip: How to customize process email templates in Kissflow
- Product Tip: How to automate asset requests with Kissflow Integrations.
- Product Tip: How to customize the form print preferences
- Product Tip: How to automate parking space reservations with Kissflow process
- Product Tip: How to use the pick item feature in a workflow step in Kissflow
- Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
- Product Tip: How to automatically approve an item when it crosses its deadline at a particular approval step in Kissflow
- Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
- Product Tip: How to create Document templates in Kissflow and email them through Integrations
- Product Tip: How can I delegate my tasks in Kissflow before I go on a holiday?
- Workaround: Is it possible to fetch values from a Checklist field in the Document Template in Kissflow?
- Product Tip: Difference Between Conditional and Goto steps in Kissflow
- Product Tip: How to fix the “No assignee” error in Kissflow Process
- Product Tip: Do you have process items stuck for approval because the assignee left the organization suddenly?
- Product Tip: How to fetch the approver of a workflow step in your Kissflow process report
- Workaround: How to recover an accidentally deleted field or section from a process form
- Product Tip: How to print comments in your Kissflow process form