Pujha R
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Let's Learn Integrations: Create an item
We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…
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Let's Learn Integrations: Upload files
Welcome back to the " Let's Learn Integrations " series. In the 2nd part of this series, we'll learn how to use the Upload files action in Kissflow Integrations to automatically upload documents from…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…
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Let's Learn Integrations: Create a dataset record
Welcome to the first part of " Let’s Learn Integrations," the first module of the Kissflow Learning Series. This video will teach us how to use the Create a dataset record action.…
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Kissflow Learning Series: Let's Learn Integrations
Welcome to the all-new Kissflow Learning Series, designed to help you learn more about the modules in Kissflow. Please tune in for our new lineup of videos,…
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Product Tip: How to automatically approve an item when it crosses its deadline at a particular approval step in Kissflow
Here's a quick video explaining how you can automate the approval step in a workflow when the deadline for an item is breached. https://www.loom.com/share/cec1ef88e7144e0c969a3a1a5216bfe5 React to…
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Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…
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Workaround Article: How to customize the number and currency format in Kissflow
For long numbers, different symbols are used to group thousands and other denominations. The symbols used differ from region to region. Some countries use a comma (,), while others use a period (.).…
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Product Tip: How to create Document templates in Kissflow and email them through Integrations
Here’s a quick video explaining how you can automate PDF generation using Document templates in Kissflow and email it through Integrations. https://www.loom.…
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Product Tip: How to use the geolocation field in Kissflow
In this video, we’ll explain how you can use the geolocation field in Kissflow Process https://www.loom.com/share/a2f7f52f9b2446b4b00c10a023d69b03 If you have any questions about using this feature,…
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Workaround: Is it possible to fetch values from a Checklist field in the Document Template in Kissflow?
Here's a short video explaining how you can fetch the values from a checklist field in a document template. The Checklist field's values cannot be fetched into a document template directly;…
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Product Tip: How can you activate users requesting to join your Kissflow account?
When external users request to join your Kissflow account, you will find the list of requests under the Join requests tab of the User management section.…
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Product Tip: Difference Between Conditional and Goto steps in Kissflow
Here’s a short video explaining the difference between Conditional and Goto steps https://www.loom.com/share/aa37d5b9af9f45c5b66a766d72c1b9bb If you need help with configuring the conditional and…
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Product Tip: How to prevent users from submitting duplicate data into your Kissflow process form
Learn how you can prevent users from submitting duplicate data in your process form in Kissflow. https://www.loom.com/share/fdaf439e332e46edb628084f2fdf0aa2 If you want to configure the fields and…