📒 User guide

📒 User guide

Account management

Account settings

My settings Admin settings Audit log Data backup
25 topics Active 9 days ago

User and group management

User management Group management
5 topics Active 3 mths ago

User provisioning

Directory sync SCIM provisioning
7 topics Active 1 yr ago

Service accounts

Service accounts
5 topics Active 1 yr ago

Account governance

Account governance
9 topics Active 6 mths ago

Apps & Portals

Apps

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

Portals

Portals
4 topics Active 7 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 9 days ago

Process workflows

Simulating a workflow
Making a process workflow
Creating AI-suggested workflow and steps
9 articles Active 5 mths ago

Administering processes

Duplicating, archiving, and deleting a process
Generating document templates
Managing process members and permissions
7 articles Active 3 mths ago

Using processes

Member actions in a process
Filtering items in a process
2 articles Active 4 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 7 days ago

Process reports

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

Boards

Boards

Know how to manage work using Kissflow Boards
Boards overview
Building a board
Configuring a board form
6 articles Active 9 days ago

Using boards

Creating and managing subitems
Using board layouts
Use case for timeline layout
8 articles Active 3 wk ago

Managing boards

Configuring your board settings
Archiving, deleting, and duplicating a board
Managing notifications from a board
4 articles Active 10 mths ago

Board views

Creating and using board views
1 article Active 11 mths 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 wk ago

Expressions

Introduction to expressions and formulas
Computing fields using Formula Builder
System fields
11 articles Active 5 mths ago

Lists

List overview
Creating and administering a list
2 articles Active 7 mths ago

Fields

Fields Remote lookup Field types Dropdown fields
26 topics Active 2 wk ago

Integrations

Integrations

Integrations overview
Creating an integration
Working with connectors
5 articles Active 6 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
55 articles Active 4 days ago

Analytics

Working with Kissflow Analytics

Overview of Kissflow Analytics
Understanding Data sources
Understanding Dataviews
3 articles Active 6 mths ago

Data sources in analytics

Process table in Analytics
Board table in Analytics
Dataset table in Analytics
4 articles Active 7 mths ago

Reports in analytics

Reports overview
Using reports
Tabular reports
6 articles Active 10 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 7 mths 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 4 mths ago

Decision tables

Decision tables for Kissflow Apps

Decision tables overview
Where are decision tables used?
Creating a decision table
9 articles Active 3 wk 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
6 articles Active 6 mths ago

Dataset views

Creating and managing a dataset view
1 article Active 2 yrs ago

Chats & Spaces

(Deprecated)

Chat

(This service has been deprecated)
Getting started with Kissflow Chat
Using chats
Threaded replies
8 articles Active 11 mths 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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