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Generating PDF templates
You can use a PDF template to automate the generation of your process form PDFs. App developers can create a PDF template in the development environment.…
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Managing process roles and permissions
As an application owner, you will have default access to the process form and the ability to change many settings. As an admin of your process, you can manage the roles and permissions of the…
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Configuring actions for process form steps
You can determine what action the assignee and the initiator of an item can take at each step. Go to the Permissions tab in the process editor. Select any step and scroll down to the bottom of the…
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Creating a process form workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…
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Creating a process form
To create a process form inside your Application builder, Click Quick Create under the Process tab. Alternatively, Click Forms > Process forms > Create a process form. Enter the process name.…
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Process form overview
What is a process form? A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carry…
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Auto-generating dataform records
The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms. This feature provides an easy alternative to importing data via CSV,…
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Board settings
If you can handle a board, you may modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
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Managing board roles and permissions
As an application owner, you will have default access to the board form and the ability to change many settings. As an admin of your board, you can manage the roles and permissions of the board form.…
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Creating and customizing a board form
To create a board form inside your Application builder, Click Boards > Create a board form. Enter the board form's name. Alternatively, you can add a description and category to help you organize…
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Boards overview
Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.…
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Using advanced filters in apps
The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page. It eliminates the need for creating multiple views and…
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Using a decision table inside apps
It is necessary to use Kissflow’s SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based on the applicant’s income.…
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Auto-generating condition values
Let’s say you need all the possible combinations of the condition values to be entered in your decision table. Doing it manually can be quite tedious and might lead to errors,…
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Card report for apps
The card report feature is a visual presentation of key analytics metrics and KPIs, providing a clear snapshot of performance and trends at a glance, using essential data and comparison calculations.…
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Decision tables overview
What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes. It helps business users, primarily in the banking,…
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Where are decision tables used?
In the context of a financial institution, decision tables can be used to streamline the loan approval process by automating the decision-making steps based on various conditions.…
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Creating a decision table
Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create. Renaming a decision table To rename your decision…
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Creating conditions and results
Creating a condition To evaluate input values, it is necessary to create conditions. Click the Add button (+) beside Conditions to create a condition and enter the standard details.…
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Importing data from a CSV
Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.…
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Evaluation settings
You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally, you can also determine the method or scope by which your decision table…
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Testing a decision table
The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results as expected.…
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Managing external data objects in production
Upon deploying an app with external data objects used in its lookup fields and integration, you’ll have to connect or reconnect the connection again in production to ensure that it functions…