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Dataset

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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.

    • Nandini
    • updated 2 yrs ago
    • 4replies
    • 215
    • 43
    • Last replyVijay SKissflow Support1 mth ago
    • Tips and tricks
  • 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.…

    • Technical writer
    • Manju_Lekha_Singaram
    • 2 mths ago
    • 100
    • 2
    • Pre-release notes
  • 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…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 mths ago
    • 28
    • Administering datasets
  • 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,…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 mths ago
    • 26
    • Administering datasets
  • 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.…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 1 mth ago
    • 2replies
    • 1356
    • 1
    • Last replyManju Lekha SingaramKissflow2 mths ago
    • Creating datasets
  • 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.…

    • Mathangi
    • updated 3 mths ago
    • 145
    • 3
    • Pre-release notes
  • 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!…

    • Technical writer
    • Manju_Lekha_Singaram
    • 8 mths ago
    • 3replies
    • 427
    • 9
    • Last replyHeriberto LinaresKissflow Expert8 mths ago
    • Pre-release notes
  • 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.…

    • Nandini
    • updated 2 yrs ago
    • 2replies
    • 456
    • 50
    • Last replyPujha RCommunity Moderator11 mths ago
    • Tips and tricks
  • 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.…

    • updated 1 mth ago
    • 353
    • 3
    • Administering processes
  • 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.…

    • Akaash_Amalraj
    • updated 1 yr ago
    • 258
    • 5
    • Pre-release notes
  • 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,…

    • Dharsan_V_K
    • updated 1 mth ago
    • 1reply
    • 339
    • 2
    • Last replyElizabeth StultzRising Star1 yr ago
    • Account governance
  • Managing members and permissions

    Kissflow plans: ✓ Basic ✓ Enterprise You control who can access and manage your datasets through roles: Admin, Member, and Viewer. Each role comes with specific permissions to ensure the right level…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 3 wk ago
    • 472
    • 2
    • Administering datasets
  • 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…

    • Dharsan_V_K
    • updated 1 mth ago
    • 398
    • Account governance
  • 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.…

    • Dharsan_V_K
    • updated 1 mth ago
    • 276
    • Account governance
  • 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.…

    • Dharsan_V_K
    • updated 1 mth ago
    • 131
    • Account governance
  • 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.…

    • Dharsan_V_K
    • updated 1 mth ago
    • 138
    • Account governance
  • 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…

    • Pujha
    • 1 yr ago
    • 141
    • Tips and tricks
  • 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…

    • Pujha
    • updated 2 yrs ago
    • 223
    • 36
    • Tips and tricks
  • Importing and exporting data from a dataset

    Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 802
    • 2
    • Administering datasets
  • 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…

    • Akaash_Amalraj
    • updated 2 mths ago
    • 1307
    • 1
    • Connectors
  • 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…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 1 mth ago
    • 856
    • 2
    • Dataset overview
  • 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.…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 mths ago
    • 1026
    • 1
    • Dropdown fields
  • Duplicating and deleting a dataset

    Kissflow plans: ✓ Basic ✓ Enterprise You can easily duplicate datasets for reuse or delete them when they’re no longer needed. Here's how to manage both actions:…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 3 wk ago
    • 180
    • 1
    • Administering datasets
  • Managing filters

    Kissflow plans: ✓ Basic ✓ Enterprise A filter helps you view a confined set of data that matches certain conditions. With advanced filters, you can filter contextually on a few attributes like user…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 322
    • Administering datasets
  • Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons

    Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field. Settings You can load the dropdown from a static…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 9 mths ago
    • 4565
    • Dropdown fields
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