Kissflow user guide

Platform guide

Admin management

Administration User settings Audit & Enterprise data governance

28 topics Active 1 mth ago

User management

4 topics Active 6 mths ago

User provisioning

SAML provisioning Directory sync SCIM provisioning

8 topics Active 7 mths ago

Service accounts

5 topics Active 7 mths ago

Apps & Portals

Apps

Introduction to Apps Building & Deploying Apps App Store

80 topics Active 2 days ago

Portals

4 topics Active 2 mths ago

Processes

Learn more about Kissflow Process

Deleting process items

Public forms

Creating a process

6 articles Active 6 mths ago

Process workflows

Simulating a workflow

Making a process workflow

Creating AI-suggested workflow and steps

9 articles Active 4 days ago

Administering processes

Duplicating, archiving, and deleting a process

Generating document templates

Managing process members and permissions

7 articles Active 5 mths ago

Using processes

Member actions in a process

Filtering items in a process

2 articles Active 6 mths 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

2 articles Active 9 mths ago

Boards

Know how to manage work using Kissflow Boards

Boards overview

Building a board

Configuring a board form

4 articles Active 2 wk ago

Using boards

Creating and managing subitems

Using board layouts

Use case for timeline layout

8 articles Active 3 mths ago

Managing boards

Configuring your board settings

Archiving, deleting, and duplicating a board

Managing notifications from a board

4 articles Active 6 mths ago

Board views

Creating and using board views

1 article Active 6 mths ago

Reports in Boards

Board metrics Custom reports in boards

10 topics Active 7 mths ago

Forms & Expressions

Forms

Personalize forms and create formulas using expressions

Creating a form

Reserved Keywords

Multilingual settings in forms

4 articles Active 3 mths ago

Expressions

Introduction to expressions and formulas

Computing fields using Formula Builder

System fields

11 articles Active 4 wk ago

Lists

List overview

Creating and administering a list

2 articles Active 2 mths ago

Fields

Fields Remote lookup Field types Dropdown fields

24 topics Active 2 mths ago

Integrations

Integrations overview

Creating an integration

Working with connectors

6 articles Active 4 days ago

Managing integrations

Integration settings

Duplicating, archiving, and deleting an integration

4 articles Active 8 mths ago

Connectors

Kissflow Process connector

Kissflow Dataset connector

Kissflow Board connector

49 articles Active 4 days ago

Analytics

Working with Kissflow Analytics

Overview of Kissflow Analytics

Understanding Data sources

Understanding Dataviews

3 articles Active 1 mth ago

Data sources in analytics

Process table in Analytics

Board table in Analytics

Dataset table in Analytics

4 articles Active 2 mths ago

Reports in analytics

Reports overview

Managing reports

Tabular reports

6 articles Active 6 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 mths ago

Use cases and solutions

Creating Procurement spend analysis report by department and product category

Creating Process Item completion time report with Kissflow Analytics

Creating Process Step performance report with Kissflow Analytics

5 articles Active 2 mths ago

Datasets

Dataset overview

Know more about Kissflow Dataset

Dataset and views overview

1 article Active 7 mths ago

Creating datasets

Creating a dataset

Modifying fields in a dataset

2 articles Active 8 mths ago

Administering datasets

Managing members and permissions

Duplicating and deleting a dataset

Security settings

6 articles Active 1 mth ago

Dataset views

Creating and managing a dataset view

1 article Active 2 yrs ago

Chats & Spaces

Chat

Get to know more about Kissflow Chat

Getting started with Kissflow Chat

Using chats

Threaded replies

8 articles Active 6 mths ago

Spaces

Get to know more about Kissflow Space

Getting started with Space

Creating spaces

Using spaces

5 articles Active 11 mths ago

Content aside

Quick Links

Community guidelines

Introduce yourself

Getting started with the Kissflow community