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Product Tip: How to use conditions to update the leave balance in the Employee dataset automatically in Kissflow
Here's how you can use conditions to automatically update the leave balance in the Employee dataset using Kissflow Integration.
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Upcoming enhancements to dataset export
We are working on two key updates to the Dataset export feature: Row limit for exports Enhanced user fields in exports Row Limit for exports Currently, CSV exports do not have a row limit.…
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Managing audit logs in a dataset
Audit log is a chronological record of user activities within your dataset. These activities include actions performed on flows and items by users. Audit logs help maintain transparency and…
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Managing associated flows in a dataset
Kissflow plans: ✓ Basic ✓ Enterprise The Associated flows section provides an overview of how your dataset interacts with other flows. It helps you understand dependencies,…
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Importing data from a CSV file to a dataset
You can import or upload data from a CSV file to your dataset. Click the Import CSV button and then select the CSV file. While importing a CSV file, you need to be aware of the file requirements.…
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Creating a dataset
Kissflow plans: ✓ Basic ✓ Enterprise You can create a dataset in two ways: from scratch or by installing a dataset template according to your business requirements.…
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Upcoming changes to dynamic filter fields in dataset view
We are removing certain dynamic fields and values from the advanced filter in a dataset view. What’s changing? The Current user option will no longer be available under any field.…
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Upcoming: Kissflow Apps will soon access your datasets
We understand that not being able to access records from your datasets in Kissflow Apps has been a limitation. We're excited to announce that our upcoming feature will fully address this!…
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Product Tip: How to find the Process ID and Dataset ID in Kissflow
You may want to know the Process ID and Dataset ID for API purposes. Go to the Process; in the URL, the text after Process is your unique Process_ID; For example, https://theabccorporation.kissflow.…
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Security settings for flows
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
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Upcoming Changes: Enhancing Flow Security
Access control policies determine who can access specific flows or perform certain actions within Kissflow. These policies govern access to individual flows.…
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User governance
Kissflow plans: ✕ Basic ✓ Enterprise If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account,…
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Managing members and permissions
Roles and permissions Kissflow supports the following roles to facilitate dataset sharing: Admin A dataset admin has the highest privilege in a dataset and anyone who creates a dataset becomes its…
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Account governance overview
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Process governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account.…
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Board governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account.…
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Dataset governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account.…
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Product Tip: How to send automated emails when your Kissflow dataset is updated
In this video, you'll learn how to set up automatic email notifications whenever your dataset is modified. Through this, you can ensure the precision of your data and keep your workforce informed…
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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…
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Kissflow Dataset connector
Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and actions that let you create a new row…
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Dataset and views overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to drive…
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Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources: datasets and lists.…
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Duplicating and deleting a dataset
Duplicating a dataset If your business requirements are in such a way that you cannot use an existing dataset as is but need a slightly modified version of it,…
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Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…