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Creating a process inside apps
Kissflow plans: ✕ Basic ✓ Enterprise Creating a new process To create a process inside your app builder, Click Process under the Quick create menu on the left.…
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Board dashboards
Kissflow plans: ✓ Basic ✓ Enterprise The board dashboard gives team members and managers a high-level view of work progress, deadlines, and workload distribution.…
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Process dashboards
Kissflow plans: ✓ Basic ✓ Enterprise The process dashboard provides actionable metrics to monitor how efficiently each process runs. It’s ideal for both process admins and users as it highlights…
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User field
Kissflow plans: ✓ Basic ✓ Enterprise You can display a set of usernames as a dropdown with the help of the User field. The difference between a normal dropdown and a user field is that you can…
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Text, Text area, Email, and Rich text fields
Kissflow plans: ✓ Basic ✓ Enterprise Learn how to create, and manage text-based fields in your flow form in this article. If you are unsure about what a field is, and how to add a field to a form,…
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Date expressions
Kissflow plans: ✓ Basic ✓ Enterprise Date and datetime expressions are very similar but cannot be used interchangeably. Timezones and format settings for date fields are set at the account or user…
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HTTP connector
Kissflow plans: ✓ Basic ✓ Enterprise Basics of webhook Webhooks are automated messages that are sent between applications as HTTP requests. They are a type of notification that contains detailed…
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Reviewing publish changes
Kissflow plans: ✓ Basic ✓ Enterprise The review changes feature helps Process admins and Developers get complete visibility into all updates made to a process before publishing it live.…
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Board files panel
Kissflow plans: ✓ Basic ✓ Enterprise The Files panel acts as a centralized hub for all attachments within a board. Instead of scrolling through long board forms to find receipts, invoices, or images,…
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Process files panel
Kissflow plans: ✓ Basic ✓ Enterprise The Files panel acts as a centralized hub for all attachments within your process. Instead of scrolling through long forms to find receipts, invoices, or images,…
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Service account overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Setting up conditional visibility for page components
Kissflow plans: ✕ Basic ✓ Enterprise The conditional visibility feature enables you to set the visibility criteria for components in the page builder, allowing you to show or hide them based on…
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Using reports
Kissflow plans: ✓ Basic ✓ Enterprise Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets,…
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Creating and managing lists in apps
Kissflow plans: ✓ Basic ✓ Enterprise Creating a list in the app builder You can create a list within the app builder in two ways: Using the left navigation menu Using a form Creating a list from the…
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Guided autofill for smart attachments
Kissflow plans: ✕ Basic ✓ Enterprise Guided autofill is an extension to smart attachments allowing you to add customized instructions to specific form fields,…
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Currency field
Kissflow plans: ✓ Basic ✓ Enterprise The Currency field works like the Number field but has a currency symbol before the value. Settings You can configure the number of decimal places.…
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Adding advanced filters using AI
Kissflow plans: ✕ Basic ✓ Enterprise Instead of manually building filter conditions, you can use natural language to tell AI what you want to see. To create a filtered view using a text prompt,…
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Reserved keywords
Kissflow plans: ✓ Basic ✓ Enterprise Reserved keywords are terms or phrases appropriated for special use that may not be used in the creation of variable names, that is,…
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App governance
Kissflow plans: ✕ Basic ✓ Enterprise App governance offers Super admins and IAM admins, a lens into how apps are used across their Kissflow account. It highlights trends in app activity,…
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Connected processes - Overview
Kissflow plans: ✕ Basic ✓ Enterprise In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process.…
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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process You can add users to a process in the following roles: Process Admin A Process Admin has the highest privilege in a process.…
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Kissflow extension for Gmail
View and approve your items in Kissflow from your Gmail by adding the Kissflow for Gmail extension to your Chrome browser. Signing into Kissflow from Gmail Go to the Chrome web store and search for…
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AI-powered solution overview
Kissflow plans: ✕ Basic ✓ Enterprise A solution overview gives you a complete, AI-generated breakdown of your process in a readable, structured format that highlights how different components come…
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Kissflow Dataform connector
App members can use the Dataform connector to send data from a dataform to other flows in Kissflow or third-party apps. For example, you have an employee PII dataform.…
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How to display the names of multiple users from a lookup field in a text field
This article outlines how users can automatically populate a text field with the names of users selected in a multi-user lookup field. The goal is to present a readable,…
