-
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!…
-
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.…
-
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.…
-
Security settings for flows
Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page. This system provides a more robust, flexible,…
-
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.…
-
User governance
If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account, shedding light on how users interact with various roles.…
-
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…
-
Account governance overview
What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts effortlessly.…
-
Process governance
As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account. This feature makes it easier to manage data by giving you a better view and…
-
Board governance
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. It helps manage data better by showing you everything about your…
-
Dataset governance
As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account. This feature enhances data governance by providing visibility…
-
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…
-
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…
-
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,…
-
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…
-
Dataset and views overview
What is a dataset? A dataset is a collection of tabular data that you can use in your flows. Forms in your flows can look up information from your datasets or use the information for advanced…
-
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.…
-
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,…
-
Creating a dataset
You can create a dataset in two ways, from scratch or by installing a dataset template as per your business requirements. Click +Create from the left navigation and select Dataset.…
-
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…
-
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…
-
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.
-
Product Tip: How to duplicate a dataset in Kissflow
Watch this video to learn how to duplicate a dataset in Kissflow.
-
Product Tip: How to sync data from an external system to Kissflow Dataset
You may have an on-premises ERP system in your current tool landscape, such as Oracle or SAP, and want to integrate some of its data into Kissflow. There are many such use cases,…
-
Modifying fields in a dataset
Adding a field Click the plus icon on the header to add a new field. Choose a field type and name the field. Under settings, you can mark fields required and set a default value and help text.…