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Configuring deadline
In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow. By default, a step does not have a deadline.…
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Creating a form
A form is an entity with which you can collect input from the people who participate in your workflow. Forms are predominantly used in flows like processes, projects, and boards in Kissflow.…
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FAQ - Connected boards
Why am I not able to unlock a source item? Only the board admins can unlock a source item. Why am I not able to see the board I want to connect to? You can see only the boards where you have admin…
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Connecting boards
By connecting multiple boards, you can automate item creation and orchestrate the item’s end-to-end lifecycle across those boards. Here’s how you can do it:…
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Portal overview
What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting. Businesses and non-professional developers can quickly create and deploy…
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Connected boards - Overview
In Kissflow, you can connect multiple boards and create work items in them based on a parent/source board’s item. This enhances overall efficiency and simplifies workflow management for team…
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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,…
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Assignment preference
The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users. Assign to all Only one assignee - after one assignee submits the item,…
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Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
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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.…
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Using a decision table inside apps
It is necessary to use Kissflow’s SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based on the applicant’s income.…
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SAP Business ByDesign connector
What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management, and purchasing within a unified solution tailored for small and medium-sized…
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Microsoft Dynamics 365 Business Central connector
What is Microsoft Dynamics 365 Business Central? Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps organizations streamline processes,…
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Notifications in apps
You can create and customize notifications in the development environment of an app to stay informed about important updates or ensure timely communication within your team.…
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Notification events in apps
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients, content,…
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Notification events in processes
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Notification events in boards
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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User notification settings
The Notification settings section allows users to customize account notification preferences according to their communication needs. Global notifications Click your profile picture > My settings >…
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Admin notification settings
Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication needs.…
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Process notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Board notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Sharing data across apps using component referencing
Component referencing across apps in Kissflow enables seamless and dynamic data sharing across applications within your account or external portal apps.…
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Zendesk connector
What is Zendesk? Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base, and online communities.…
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Field events
Field events allow you to create events with your form fields using Kissflow's Low-code SDK reference and minimal JavaScript code. This allows the form fields to trigger event-based actions.…