📒 User guide

📒 User guide

Account management

Account settings

My settings Admin settings Audit log Data backup
26 topics Active 1 mth ago

User and group management

User management Group management
5 topics Active 9 mths ago

User provisioning

Directory sync SCIM provisioning
7 topics Active 2 yrs ago

Service accounts

Service accounts
5 topics Active 1 yr ago

Account governance

Account governance
9 topics Active 4 mths ago

Apps & Portals

Apps

Introduction to Apps Building & Deploying Apps Dataforms App Store External data object
106 topics Active 7 days ago

Portals

Portals
5 topics Active 3 mths ago

Processes

Processes

Learn everything about Kissflow Process.
Process overview
Creating a process
Editing a process form after you submit it
9 articles Active 6 mths ago

Process workflows

Simulating a workflow
Making a process workflow
Creating AI-suggested workflow and steps
9 articles Active 1 mth ago

Administering processes

Duplicating, archiving, and deleting a process
Generating document templates
Managing process members and permissions
10 articles Active 7 days ago

Using processes

Member actions in a process
Filtering items in a process
2 articles Active 10 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 6 mths ago

Process reports

Reports overview
Creating a tabular report
Pivot tables in processes
4 articles Active 10 mths 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
8 articles Active 6 mths ago

Managing boards

Configuring your board settings
Archiving, deleting, and duplicating a board
Managing members and roles in a board
6 articles Active 3 mths ago

Board views

Creating and using board views
1 article Active 1 yr ago

Reports in Boards

Board metrics Custom reports in boards
10 topics Active 1 yr ago

Forms & Expressions

Forms

Personalize forms and create formulas using expressions
Creating a form
Reserved Keywords
Multilingual settings in forms
6 articles Active 3 mths ago

Expressions

Introduction to expressions and formulas
Computing fields using Formula Builder
System fields
11 articles Active 11 mths ago

Lists

List overview
Creating and administering a list
2 articles Active 1 yr ago

Fields

Fields Remote lookup Field types Dropdown fields
27 topics Active 2 mths ago

Integrations

Integrations

Integrations overview
Creating an integration
Working with connectors
5 articles Active 11 mths ago

Managing integrations

Managing integrations
Integration settings
Duplicating, archiving, and deleting an integration
5 articles Active 2 mths ago

Connectors

Kissflow Process connector
Kissflow Dataset connector
Kissflow Board connector
60 articles Active 2 days ago

Analytics

Working with Kissflow Analytics

Overview of Kissflow Analytics
Understanding dataviews
Understanding data sources
3 articles Active 4 mths ago

Data sources in analytics

Process table in Analytics
Board table in Analytics
Dataset table in Analytics
4 articles Active 1 yr ago

Reports in analytics

Reports overview
Using reports
Tabular reports
6 articles Active 1 yr 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 1 yr 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 10 mths ago

Decision tables

Decision tables for Kissflow Apps

Decision tables overview
Where are decision tables used?
Creating a decision table
9 articles Active 2 mths ago

Datasets

Dataset overview

Know more about Kissflow Dataset
Dataset and views overview
1 article Active 1 yr 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
6 articles Active 1 mth ago

Dataset views

Creating and managing a dataset view
1 article Active 3 yrs ago

Chats & Spaces

(Deprecated)

Chat

(This service has been deprecated)
Getting started with Kissflow Chat
Using chats
Threaded replies
8 articles Active 1 yr ago

Spaces

(This service has been deprecated)
Getting started with Space
Creating spaces
Using spaces
5 articles Active 1 yr ago

Content aside

Quick Links

Community guidelines

Introduce yourself 

Getting started with the Kissflow community

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