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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 1 yr ago
    • 4replies
    • 196
    • 43
    • Last replyVijay SKissflow Support6 days 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 wk ago
    • 86
    • 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 wk ago
    • 14
    • 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 wk ago
    • 13
    • Administering datasets
  • 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.…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 3replies
    • 753
    • 1
    • Last replyManju Lekha SingaramKissflow2 wk ago
    • Administering datasets
  • 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.…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 2replies
    • 1281
    • 1
    • Last replyManju Lekha SingaramKissflow2 wk 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 1 mth ago
    • 134
    • 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
    • 6 mths ago
    • 3replies
    • 417
    • 9
    • Last replyHeriberto LinaresKissflow Expert6 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 1 yr ago
    • 2replies
    • 438
    • 50
    • Last replyPujha RCommunity Moderator9 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 6 days ago
    • 319
    • 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
    • 251
    • 5
    • Pre-release notes
  • 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.…

    • Dharsan_V_K
    • updated 1 yr ago
    • 1reply
    • 324
    • 2
    • Last replyElizabeth StultzRising Star1 yr ago
    • Account governance
  • 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…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 430
    • 1
    • Administering datasets
  • 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.…

    • Dharsan_V_K
    • updated 2 wk ago
    • 362
    • Account governance
  • 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…

    • Dharsan_V_K
    • updated 4 mths ago
    • 250
    • Account governance
  • 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…

    • Dharsan_V_K
    • updated 1 yr ago
    • 121
    • Account governance
  • 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…

    • Dharsan_V_K
    • updated 1 yr ago
    • 130
    • 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
    • 137
    • 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 1 yr ago
    • 213
    • 36
    • Tips and tricks
  • 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,…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 740
    • 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 3 wk ago
    • 1229
    • 1
    • Connectors
  • 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…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 1 yr ago
    • 787
    • 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 11 days ago
    • 980
    • 1
    • Dropdown fields
  • 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,…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 2 wk ago
    • 165
    • 1
    • Administering datasets
  • 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…

    • Technical writer
    • Manju_Lekha_Singaram
    • updated 1 yr ago
    • 298
    • Administering datasets
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