-
Currency field
The Currency field works like the Number field, but it has a currency symbol before the value. Settings You can configure the number of decimal places that are shown.…
-
Field settings
You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
-
Setting up SAML-based Single Sign-on for Microsoft Azure AD
SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications with a single set of sign in credentials.…
-
Archiving, deleting, and duplicating a board
You can archive and delete a board when you no longer need it. A board can only be deleted after it is archived. When you archive a board, all the contents will no longer be accessible,…
-
Process audit log
The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and item-level changes made by users in your…
-
Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
-
Aggregation field
The aggregation field can pull together data from many different fields. Settings Aggregating table data Aggregation fields can show relationships between multiple entries in a table.…
-
Field validations
You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met. Hover a field in your form editor and click the grey tick icon () to…
-
Overview of custom reports in boards
Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about your workflow.…
-
Impersonating users using a service account
Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes: Purchase Request and Purchase Order.…
-
Status performance report
The status performance report displays all descriptive statistics about the distribution of time ranges in the data. This report provides the minimum, maximum, mean,…
-
Aging report
The Aging report helps you track your current work in progress and identify items that have been overdue for an extended period of time. It essentially tells you how many items were held in each…
-
Due date summary report
This report shows you the number of items that are due each day. To access this report, click Reports on your board. This will take you to the Metrics tab by default,…
-
Priority summary report
This report is a graphical representation of the number of items against the item priority levels in your board. To access this report, click Reports on your board.…
-
Status summary report
The status summary report graphically represents the number of items against the different statuses in your board. To access this report, click Reports on your board.…
-
Board metrics overview
Your board's metrics convey different but related information through reports in an easy-to-consume manner. This gives you an overview of your board items and helps you track their performance over…
-
Product FAQs
General What is Kissflow Work Platform? Kissflow Work Platform gives you all the tools you need to embark on an enterprise-wide digital transformation journey.…
-
Boards overview
One of the main factors contributing to an organization's growth and success is efficient work management. Every department or part of an organization relies on completing short-term and long-term…
-
Understanding dataviews
Dataviews A dataview is a unique data source created by composing, executing, and publishing an SQL query of Snowflake in the query editor and joining the attributes of one or more data sources.…
-
Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources: datasets and lists.…
-
Duplicating and deleting a dataset
Duplicating a dataset If your business requirements are in such a way that you cannot use an existing dataset as is but need a slightly modified version of it,…
-
Charts in boards
You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut, line, pie, and bubble.…
-
Kissflow Process connector
Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow or third-party apps.…
-
DocuSign connector
What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.…
-
Managing integrations
Access information about all your integrations by clicking on the Explore button ( ) and then Integrations. Integrations You can find integrations in Kissflow in two different places: Managed by me:…