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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…
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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.…
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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…
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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.…
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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.…
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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,…
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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…
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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,…
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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.…
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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.…
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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…
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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.…
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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…
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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.…
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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.…
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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,…
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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.…
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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.…
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DocuSign connector
What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.…
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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:…
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Transition guide - Kissflow Work Platform
The new Kissflow Work Platform's interface matches the vibrant colors in Kissflow—the new sleek, user-friendly, and contemporary design promises to enrich your digital work experience.…
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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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Analytics FAQs
General Can I bring in data from external sources into Kissflow Analytics? Kissflow Analytics can only be used to create reports and analyze data that already exist in your Kissflow account.…
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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.…
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Creating and managing access keys
Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account. Creating an access key Navigate to your service account and click the Create…