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Migrating a connector to its latest version
Kissflow automatically tries to update to the latest version of a connector through migration whenever a new version is available. However, in certain cases where migration is not possible,…
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Setting up conditional visibility for page components
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 specific conditions.…
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Microsoft Outlook connector
What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite. Outlook is primarily an email client,…
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Conditional paths in control connector
Conditional paths let you create multiple paths within an integration, each with its own set of actions and execution conditions. This lets you design integrations that adapt to specific conditions,…
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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.…
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Switching roles at runtime in Kissflow Apps
Kissflow Apps offers the ability for developers to switch between different user roles during the runtime of an app, without interrupting the flow of development.…
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Signing in to Kissflow
There are several ways you can access your Kissflow account. Direct URL The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser.…
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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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Delay connector
The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration. Why use delay? The delay connector is essential for scheduling actions to…
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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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Auto-generating condition values
Let’s say you need all the possible combinations of the condition values to be entered in your decision table. Doing it manually can be quite tedious and might lead to errors,…
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SFTP connector
What is SFTP? Secure File Transfer Protocol (SFTP) is a secure file transfer solution that allows you to transfer files over a secure SSH connection. It provides robust and customizable tools for…
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Sequence number
You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process as well as in your data form.…
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Auto-generating dataform records
The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms. This feature provides an easy alternative to importing data via CSV,…
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Adding conditions to an integration
Currently, you can only use the control connector in Kissflow to set up Yes or No conditions in an integration. Now, you can add conditions to each action in a Kissflow integration using the formula…
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Creating a form
A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow. A form has three primary components - section,…
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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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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…