-
Configuring actions for process form steps
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
-
Creating a process workflow
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Creating a process inside apps
Kissflow plans: ✕ Basic ✓ Enterprise To create a process inside your app builder, Click Process under the Quick create menu on the left. Enter the process name.…
-
Process overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.…
-
Auto-generating dataform records
Kissflow plans: ✕ Basic ✓ Enterprise The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms.…
-
Board settings
Kissflow plans: ✕ Basic ✓ Enterprise 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,…
-
Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ Enterprise As an app owner, you will have default access to the board form and the ability to change many settings. As an admin of your board,…
-
Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise To create a board inside your app builder, Click Board under the Quick create menu on the left. Enter the board's name.…
-
Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
-
Using advanced filters in apps
Kissflow plans: ✕ Basic ✓ Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.…
-
Using a decision table inside apps
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Auto-generating condition values
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Card report for apps
Kissflow plans: ✕ Basic ✓ Enterprise 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,…
-
Where are decision tables used?
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Creating a decision table
Kissflow plans: ✕ Basic ✓ Enterprise Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create.…
-
Creating conditions and results
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Importing data from a CSV
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
-
Evaluation settings
Kissflow plans: ✕ Basic ✓ Enterprise You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally,…
-
Testing a decision table
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
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…
-
Configuring an external data object
Kissflow plans: ✕ Basic ✓ Enterprise External data object refers to the Kissflow artifact that enables users to consume data from external platforms through external data connections.…
-
Introduction to external data objects
Kissflow plans: ✕ Basic ✓ Enterprise External data object, one of the flow types in Kissflow, helps users to seamlessly access the data stored in external platforms like MySQL and MSSQL,…
