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Salesforce connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,…
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Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees,…
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Microsoft Excel connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,…
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Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Importing and exporting data from a dataset
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.…
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QuickBooks connector
Kissflow plans: ✓ Basic ✓ Enterprise What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills,…
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Creating and managing portals
Kissflow plans: ✕ Basic ✓ Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Kissflow plans: ✓ Basic ✓ Enterprise Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete,…
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Configuring your board settings
Kissflow plans: ✓ Basic ✓ Enterprise If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Creating and using board views
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Importing items from a CSV file
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board.…
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Exporting items from a board
Kissflow plans: ✓ Basic ✓ Enterprise You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with…
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Building a board
Kissflow plans: ✓ Basic ✓ Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,…
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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Date and Date time field
Kissflow plans: ✓ Basic ✓ Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
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Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with the dataset connector Kissflow Dataset is a collection of tabular data that you can use in your workflows.…
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Dataset and views overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to drive…
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Group management
Kissflow plans: ✓ Basic ✓ Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.…
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Process live forms
Kissflow plans: ✓ Basic ✓ Enterprise You can view a process form when you open a process item. A process form has a common navigation strip at the right end,…
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Field settings
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Archiving, deleting, and duplicating a board
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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Process audit log
Kissflow plans: ✓ Basic ✓ Enterprise 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…