📒 User guide

Account management

Account settings

My settings Admin settings

27 topics Active 11 mths ago

User and group management

User management Group management

5 topics Active 2 yrs ago

User provisioning

Directory sync SCIM provisioning

7 topics Active 3 yrs ago

Service accounts

5 topics Active 3 mths ago

Account governance

11 topics Active 11 days ago

Apps

Introduction to Kissflow Apps

Launching Kissflow Apps

Creating an app

6 articles Active 11 mths 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

86 topics Active 17 hrs ago

Deploying apps

Accessing an app

Managing apps

App deployment

3 articles Active 1 yr ago

Settings

App settings Developer settings Notification settings Theme settings

8 topics Active 3 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 1 yr ago

Processes

Learn everything about Kissflow Process.

Process overview

Creating a process

Editing a process item after you submit it

11 articles Active 1 mth ago

Process workflows

Simulating a workflow

Making a process workflow

Creating AI-suggested workflow and steps

10 articles Active 8 mths ago

Administering processes

Publishing, editing, duplicating, archiving, and deleting a process

Document templates

Managing process members and permissions

14 articles Active 3 mths ago

Using processes

Member actions in a process

Filtering items in a process

2 articles Active 2 yrs ago

Permission and actions

Configuring field permissions for process steps

Configuring actions for process steps

Refreshing lookup and aggregation field values

3 articles Active 1 yr ago

Process reports

Reports overview

Creating a tabular report

Pivot report in processes

4 articles Active 2 yrs ago

Boards

Know how to manage work using Kissflow Boards

Boards overview

Building a board

Configuring a board form

6 articles Active 2 mths ago

Using boards

Creating and managing subitems

Using board layouts

Use case for timeline layout

9 articles Active 4 mths ago

Managing boards

Configuring your board settings

Archiving, deleting, and duplicating a board

Managing members and roles in a board

11 articles Active 9 mths ago

Board views

Creating and using board views

1 article Active 2 yrs ago

Reports in Boards

Board metrics Custom reports in boards

10 topics Active 2 yrs ago

Forms & Expressions

Forms

Personalize forms and create formulas using expressions

Creating a form

Reserved keywords

Multilingual settings in forms

9 articles Active 3 mths ago

Expressions

Introduction to expressions and formulas

Computing fields using Formula Builder

System fields

17 articles Active 2 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 1 mth ago

Integrations

Integrations overview

Creating an integration

Working with connectors

5 articles Active 2 yrs ago

Managing integrations

Integration settings

Duplicating, archiving, and deleting an integration

8 articles Active 7 mths ago

Connectors

Kissflow Process connector

Kissflow Dataset connector

Kissflow Board connector

63 articles Active 1 mth ago

Use cases

Agreement management

Communication and collaboration

Finance and accounting

9 articles Active 7 mths ago

Analytics

Working with Kissflow Analytics

Overview of Kissflow Analytics

Understanding data sources

Understanding dataviews

4 articles Active 1 yr 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

6 articles Active 1 mth 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 6 mths ago

Datasets

Dataset overview

Know more about Kissflow Dataset

Dataset and views overview

1 article Active 2 yrs ago

Creating datasets

Creating a dataset

Modifying fields in a dataset

2 articles Active 10 mths ago

Administering datasets

Managing members and permissions

Duplicating and deleting a dataset

Security settings and access control

7 articles Active 10 mths ago

Dataset views

Creating and managing a dataset view

1 article Active 4 yrs ago

Content aside

Quick links

Community guidelines

Introduce yourself

Getting started with the Kissflow community

Kissflow Pulse Podcast