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Pujha R
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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.…
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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:…
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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,…
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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.…
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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.…
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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.…
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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.…
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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.…
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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…
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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…
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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.…
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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?…
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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…
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Product Tip: How to add the Kissflow mobile app to your home screen in your iPhone
Here’s a small demonstration of how you can add your Kissflow mobile app to your home screen on your iPhone in less than a minute. Open the Safari app on your iPhone and type the desired URL.…
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Product Tip: How to change my preferred language in my Kissflow account
You may want to change the default language in your Kissflow account. To do so, click on your Profile image -> My settings > Format settings > Language > Click Save.…
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Product Tip: How to find the number of hours or days between two dates in a Kissflow form
You want to find the number of hours or days between two dates. To do so, use the following formulas: For hours, datediff(time_started, time_finished,"HOUR") For days, datediff(time_started,…
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Product Tip: How to view the workflow steps in a process
You may want to view the workflow steps in a process. To do so, go to My items and you will see a list of all the items in your process in Draft, In progress, Participated, Completed, Withdrawn,…
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Product Tip: How to get the instance id of each item in a Kissflow process
In order to get the instance id of an item, open the Process form and create a Text field by clicking on +Drag any field here or click to add a new field.…
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Product Tip: How to select more than one option from a list in a Kissflow form
You may want to select more than one option from the list. In such cases, open the Form and select Checkbox / Multi-select. Under Show field as, you can choose if you want the field to be a dropbox…
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Product Tip: How to share a process report to a user in Kissflow
You may want to share or grant report access to a user or a group. To do so, click on the Reports button. You will find all the available reports. Click on the More actions button of the report that…
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Product Tip: How to comment on an item in a Kissflow process workflow
To add a comment in a workflow, go to the Process and open the item that has been submitted. You can add your comments in the comments tab present on the right.…
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Product Tip: How to delegate tasks to another person in Kissflow when you’re going to be unavailable
At an instance where you’re going to be unavailable for a certain period, you can delegate tasks assigned to you to another user. This will not affect the tasks previously assigned to you.…
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Product Tip: How to delete an item after submitting it in Kissflow
There are instances where you might have submitted an item by mistake. To delete the item, go to the Process > click More options > Administration. Select an item or a set of items you want to delete…
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Product Tip: How to unarchive a process in Kissflow
You may have archived a process or a flow by mistake. To unarchive a process, go to Explore > More options > Archived > select the process > click the Unarchive button.
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Product Tip: How to move the status of an item to completed in a Kissflow process
In order to move the status of an item to completed, you need to be a process Admin. To view your process administration, click the More button and then click on Process Administration.…