Manju Lekha Singaram
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Process live forms
You can view a process form when you open a process item. A process form has a common navigation strip at the right end, where you can switch between the Details and Comments tabs.…
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Currency field
The Currency field works like the Number field, but it has a currency symbol before the value. Settings You can configure the number of decimal places that are shown.…
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Field settings
You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
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Aggregation field
The aggregation field can pull together data from many different fields. Settings Aggregating table data Aggregation fields can show relationships between multiple entries in a table.…
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Field validations
You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met. Hover a field in your form editor and click the grey tick icon () to…
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Creating a form
A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow. A form has three primary components - section,…
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Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources: datasets and lists.…
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Date expressions
Date and datetime expressions are very similar but cannot be mixed. Timezones and format settings for date fields are set at the account or user level.…
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Duplicating and deleting a dataset
Duplicating a dataset If your business requirements are in such a way that you cannot use an existing dataset as is but need a slightly modified version of it,…
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Creating a dataset
You can create a dataset in two ways, from scratch or by installing a dataset template as per your business requirements. Click +Create from the left navigation and select Dataset.…
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List overview
What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, or checkbox/multi-select fields. Common list examples Department. Leave type.…
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Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…
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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field. Settings You can load the dropdown from a static…
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Scanner field
The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process forms, board forms, and data forms within apps.…
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Types of apps in Kissflow App Store
You can broadly categorize Kissflow App Store applications as: Installable apps Provisional apps Once installed, all apps get deployed to your live account by default.…
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Accessing Kissflow App Store
Kissflow App Store contains a variety of applications tailored to the needs of the user. Applications featured in the App Store can be installed directly, purchased, or requested.…
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Using Kissflow App Store
Installing an app You install an app from the Kissflow App Store and start using it in your live account. Note: Only Super Admins can install an app. To install an app,…
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Introduction to Kissflow App Store
Kissflow App Store is a dedicated place that hosts a wide array of applications that cater to different business use cases. Unlike the process and board templates in Kissflow’s template gallery,…
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User field
You can display a set of usernames as a dropdown with the help of the User field. The difference between a normal dropdown and a User field is, you will be able to display only usernames with the…
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Geolocation field
The Geolocation field lets you record the location of the users, with their consent. You can view the recorded location in a Google Maps view embedded into the form.…
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Reserved Keywords
Reserved keywords are terms or phrases appropriated for special use that may not be used in the creation of variable names, i.e., these words or phrases cannot be used to name processes,…
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Basic and advanced fields
We have classified the fields into two primary categories - All fields and AI-suggested fields for your easy understanding. The All fields tab is further organized into sub-categories such as:…
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Text, Text area, Email, and Rich text fields
We will learn how to create, and manage text-based fields in your flow form in this article. If you are unsure about what a field is, and how to add a field to a form,…
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Sequence number
You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process as well as in your data form.…
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Lookup field
The lookup field is used to access data from your datasets, processes, and boards and automatically populate information into your form. For example, let’s say you are filling out a purchase order…