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Admin actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Process administration The Administration section of a process lets a Process Admin access the items, modify their status, and make necessary changes.…
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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.…
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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…
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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…
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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,…
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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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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.…
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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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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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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…
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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,…
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Computing with data extracted from the Geolocation field
While the Geolocation field doesn't support direct computations, you can extract specific data using built-in methods. These values can then be used in formulas with other field inputs.…
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Associated flows for processes
Kissflow plans: ✓ Basic ✓ Enterprise The Associated flows section helps you understand how your process interacts with other flows. They offer a visual map of dependencies,…
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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…
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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.…
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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.…
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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,…
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Document templates
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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…
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Connecting boards with other boards and processes
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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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.…
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Creating and managing items
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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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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Assigning steps
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Send back actions
Kissflow plans: ✓ Basic ✓ Enterprise 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,…