πŸ“’ User guide

πŸ“’ User guide

Account management

Account settings

My settings Admin settings
28 topics Active 1 mth ago

User and group management

User management Group management
5 topics Active 2 yrs ago

User provisioning

Directory sync SCIM provisioning
7 topics Active 4 yrs ago

Service accounts

Service accounts
5 topics Active 4 mths ago

Account governance

Account governance
13 topics Active 2 wk ago

Apps

Introduction to Kissflow Apps

Introduction to Kissflow Apps
Launching Kissflow Apps
Creating an app
6 articles Active 1 yr ago

Building apps

Pages Components Dataforms in apps Boards in apps Processes in apps Lists in apps External data object Variables Analytics in apps Resources Integrations in apps Connections Navigation Roles and permissions Model viewer
87 topics Active 4 wk ago

Deploying apps

Accessing an app
Managing apps
Deploying an app
3 articles Active 1 yr ago

Settings

App settings Developer settings Notification settings Theme settings
8 topics Active 8 mths ago

App Store

Introduction to Kissflow App Store
Accessing Kissflow App Store
Types of apps in Kissflow App Store
4 articles Active 3 yrs ago

Portal

Learn more about portals

Portals

Learn more about Kissflow Portals
Portal overview
Creating and managing portals
Administering portals
5 articles Active 2 mths ago

Processes

Processes

Learn everything about Kissflow Process.
Process overview
Creating a process
Editing a process item after submitting
11 articles Active 3 mths ago

Process workflows

Simulating a workflow
Making a process workflow
Creating AI-suggested workflow and steps
10 articles Active 1 yr ago

Administering processes

Publishing, editing, duplicating, archiving, and deleting a process
Document templates
Managing process members and permissions
14 articles Active 2 wk ago

Using processes

Watching a process item
Member actions in a process
Filtering items in a process
3 articles Active 1 mth ago

Permission and actions

Configuring field permissions for process steps
Configuring actions for process steps
Refreshing lookup and aggregation field values
3 articles Active 2 yrs ago

Process reports

Reports overview
Tabular reports
Pivot report in processes
4 articles Active 2 yrs ago

Boards

Boards

Know how to manage work using Kissflow Boards
Boards overview
Building a board
Configuring a board form
6 articles Active 6 mths ago

Using boards

Creating and managing subitems
Using board layouts
Use case for timeline layout
9 articles Active 8 mths ago

Managing boards

Configuring your board settings
Archiving, deleting, and duplicating a board
Managing members and roles in a board
11 articles Active 1 yr ago

Board views

Creating and using board views
1 article Active 3 yrs ago

Reports in Boards

Board metrics Custom reports in boards
10 topics Active 3 yrs ago

Forms & Expressions

Forms

Personalize forms and create formulas using expressions
Creating a form
Reserved keywords
Multilingual settings in forms
9 articles Active 8 mths ago

Expressions

Introduction to expressions and formulas
Computing fields using Formula Builder
System fields
19 articles Active 3 mths ago

Lists

List overview
Creating and administering a list
2 articles Active 2 yrs ago

Fields

Fields Remote lookup Field types Dropdown fields
28 topics Active 3 mths ago

Integrations

Integrations

Integrations overview
Creating an integration
Working with connectors
5 articles Active 2 yrs ago

Managing integrations

Managing integrations
Integration settings
Duplicating, archiving, and deleting an integration
8 articles Active 11 mths ago

Connectors

Kissflow Process connector
Kissflow Dataset connector
Kissflow Board connector
65 articles Active 5 days ago

Use cases

Agreement management
Communication and collaboration
Finance and accounting
9 articles Active 1 yr ago

Connector builder

Creating triggers
Creating actions
Input designer
5 articles Active 2 mths ago

Analytics

Working with Kissflow Analytics

Overview of Kissflow Analytics
Understanding data sources
Understanding dataviews
4 articles Active 2 yrs ago

Data sources in analytics

Process table in Analytics
Board table in Analytics
Dataset table in Analytics
4 articles Active 2 yrs ago

Reports in analytics

Reports overview
Using reports
Tabular reports
7 articles Active 3 mths ago

Connector for BI

Kissflow connector for BI
Enabling Kissflow connector for BI
Connecting Kissflow connector for BI with Microsoft Power BI
5 articles Active 2 yrs ago

Use cases and solutions

Creating procurement spend analysis report by department and product category
Creating process item completion time report with Analytics
Creating process step performance report with Analytics
6 articles Active 2 yrs ago

Decision tables

Decision tables for Kissflow Apps

Decision tables overview
Where are decision tables used?
Creating a decision table
9 articles Active 10 mths ago

Datasets

Dataset overview

Know more about Kissflow Dataset
Dataset and views overview
1 article Active 3 yrs ago

Creating datasets

Creating a dataset
Modifying fields in a dataset
2 articles Active 1 yr ago

Administering datasets

Managing members and permissions
Duplicating and deleting a dataset
Security settings and access control
7 articles Active 1 yr ago

Dataset views

Creating and managing a dataset view
1 article Active 5 yrs ago

Content aside

Quick links

Community guidelines

Introduce yourself 

Getting started with the Kissflow community

Kissflow Pulse Podcast

Categories

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