Pujha R
-
Product Tip: How to add/remove fields to process reports in Kissflow
After you’ve created your process report, you may want to include or remove specific fields based on your requirements. In cases like this, you can manually add/remove fields to your report by…
-
Product Tip: How to give download access to process reports to a user in Kissflow
Reports are available by default to all Process Admins and Report Admins in the upper-right corner of the process page. To give download access to other users,…
-
Product Tip: How to restrict the creation of new flows in Kissflow
At times, you may see users creating new flows in your account because the ability to create new flows is extended to all users by default in Kissflow. Account Owners and Super Admins can control who…
-
Product Tip: What is the difference between deleting and deactivating a user in Kissflow?
Deactivating a user When you deactivate a user from Kissflow, their license will be revoked but their data will be retained in the system. Here’s what you should keep in mind while deactivating a…
-
Product Tip: How to restrict new or external users from requesting access to join your Kissflow account
At times, you may get requests from external or new users requesting access to be part of your Kissflow account. Here’s how you can restrict them from joining.…
-
Product Tip: How to duplicate a dataset in Kissflow
Watch this video to learn how to duplicate a dataset in Kissflow.
-
Product Tip: How to delegate tasks in Kissflow
Watch this video to learn how to delegate the task to someone else in Kissflow.
-
Product Tip: How to create and manage deadlines in Kissflow
Watch this video to find out how you can create and manage deadlines in Kissflow.
-
Product Tip: How to apply filter conditions to a lookup field in a Kissflow form table
Watch this video to find out how you can apply filter conditions to a lookup field in a form table.
-
Product Tip: What is a sequence number and how to generate it in a Kissflow form
Watch the video to find out how you can generate a sequence number in a form. To know more, please check the help doc: https://helpdocs.kissflow.com/field-types/sequence-number
-
Product Tip: How to duplicate a Kissflow process
Let's say you have a process for a specific department and want to replicate the same for another department. You can avoid the hassle of creating the same process from scratch by using the Duplicate…
-
Product Tip: User settings in Kissflow
In this video, you will learn about the different user settings of the Kissflow account. Watch the video for a detailed overview of the two settings related to a user- My settings and My profile.…
-
Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…
-
Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order
The steps that are covered in the video are as follows: Creating a new item in the Purchase Order process. Explore Kissflow Process Connectors, Integration Triggers,…
-
Product Tip: How to create a condition for a Kissflow process workflow step based on a formula
If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
-
Product Tip: How to add a member as a Process Administrator in Kissflow
To add a member as a Process Administrator, select the Process > Click on the More option > Share > click on the More option of the Member you want to make Process Admin > Change role > Select Admin.…
-
Product Tip: How to change the item title in Kissflow Process
To change the item title, go to the process > Click More options > Settings > General settings. You can change the Item Title under Configure form title.…
-
Product Tip: How to auto-populate the previous step name in a Kissflow process form
To auto-populate the previous step name in a Kissflow process form, create a text field called Previous step name and toggle the 'Is this a computed field?' field to 'Yes' to enable it.…
-
Product Tip: How to turn on email notifications for a Kissflow process
Sometimes, you may want to receive email notifications in your Kissflow account. To do so, go to My Settings > Notifications > Please turn on the toggle for Email Notifications.…
-
Product Tip: What does a suspended step mean in a Kissflow process workflow?
While working on a process item, you may witness the term Suspended in a particular workflow step. A workflow step that has previously been present in the workflow but deleted later will appear as…
-
Product Tip: How to activate an inactive user in your Kissflow account
Here’s how you can activate an inactive user in your Kissflow account: Click on your profile picture > Account administration > User management > Manage users > Click on Inactive users > Select the…
-
Product Tip: How to create dataset views
This video tutorial demonstrates how you can create dataset views and how it will help you while sharing dataset information with members of your organization. https://www.loom.…
-
Product Tip: How to capture the date and time automatically in a Kissflow process form
You may want to capture the date and time in a form without the user's input. To do so, create a field with Field type as Date & time. Toggle the 'Is this a computed field?…
-
Product Tip: What to do when you’re unable to view the form in a shared report in Kissflow process
As a Process admin, you can share a report and customize permissions for every member who has access to the report. By default, all the permissions are turned off for a member for security and…