-
Text, Text area, Email, and Rich text fields
We will 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,…
-
User field
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, you will be able to display only usernames with the…
-
Associated flows for processes
The Associated flows section helps you understand how your process interacts with other flows. They offer a visual map of dependencies, making it easier to manage changes.…
-
Bot settings
Receiving Kissflow notifications inside your organization’s chat application is easier with the Kissflow Bot. Super Admins can enable the Kissflow Bot for specific applications by navigating to…
-
monday.com connector
What is monday.com? monday.com is a versatile project management software that enables users to manage all their projects efficiently in one centralized platform.…
-
Connected processes - Overview
In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process. This streamlines workflow management,…
-
Creating an app
Accessing your Kissflow account As a Super Admin of your account, you will be able to access the Production environment of your Kissflow account, by default.…
-
Decision tables overview
What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes. It helps business users, primarily in the banking,…
-
Document templates
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
-
Google Sheets connector
What is Google Sheets? You can create, edit, share spreadsheets on-the-go and receive automated insights from your data via Google Sheets. About Kissflow's Google Sheets integration The Google…
-
Connecting boards with other boards and processes
By connecting a parent board with another board/process, you can interconnect workflows. A change in status in a parent board's item can act as a trigger to initiate an action in another board or…
-
Gallery view
Data form view showcases your collected data in different visualizations like Data table and Gallery views. These data form views can be added to your application pages as components.…
-
Setting up an external data connection
An external connection is a pathway between your external platforms and Kissflow, that allows you to create external data objects in your apps. A connection can be reused multiple times within…
-
Working with custom page components
Building custom components using Kissflow SDK The custom page component feature lets you build an entire page from scratch using HTML elements, bypassing the default components entirely.…
-
Creating and managing items
After a board and its form are set up for you to work, you can start creating new items. Adding a new item To add a new item to your board, click the + New button located at the top right section of…
-
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…
-
Assigning steps
Assigning a step lets the assignee take ownership of the action. The workflow comes to a halt if they do not perform their action as expected. You can assign steps directly to a specific user, group,…
-
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.…
-
Send back actions
You can select who should be assigned when an item is sent back to a step in a process workflow. Assign to approvers When an item is sent back to a step,…
-
HTTP connector
Basics of webhook Webhooks are automated messages that are sent between applications as HTTP requests. They are a type of notification that contains detailed information about new events in an…
-
Creating and using board views in apps
Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.…
-
Process comments
You can collaborate with different stakeholders in a process workflow regarding an item using comments. You can also reply to people in a thread format so that you can keep the conversation in one…
-
Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service to host all your photos, videos, and files backed up, protected, synced, and made accessible on all your devices.…
-
Customizing themes for Kissflow Apps
Themes in Kissflow Apps offers a variety of color customization options that allow you to personalize several core aspects of your app components to reflect your organization’s unique brand identity…
-
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,…