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Currency field
Kissflow plans: β Basic β Enterprise The Currency field works like the Number field but has a currency symbol before the value. Settings You can configure the number of decimal places.β¦
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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.β¦
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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.β¦
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Archiving, deleting, and duplicating a board
Kissflow plans: β Basic β 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,β¦
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Process audit log
Kissflow plans: β Basic β 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 andβ¦
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Public forms
Kissflow plans: β Basic β Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,β¦
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Aggregation field
Kissflow plans: β Basic β Enterprise Aggregation fields pull together data from multiple entries, showing meaningful results such as sum, average, or combined text (concatenate).β¦
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Field validations
Kissflow plans: β Basic β Enterprise You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met.β¦
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Overview of custom reports in boards
Kissflow plans: β Basic β Enterprise Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about yourβ¦
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Impersonating users using a service account
Kissflow plans: β Basic β Enterprise Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes:β¦
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Status performance report
Kissflow plans: β Basic β Enterprise The status performance report displays all descriptive statistics about the distribution of time ranges in the data.β¦
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Aging report
Kissflow plans: β Basic β Enterprise The aging report helps you track your current work in progress and identify items that have been overdue for an extended period of time.β¦
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Due date summary report
Kissflow plans: β Basic β Enterprise This report shows you the number of items that are due each day. To access this report, click Reports on your board.β¦
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Priority summary report
Kissflow plans: β Basic β Enterprise This report is a graphical representation of the number of items against the item priority levels in your board. To access this report,β¦
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Status summary report
Kissflow plans: β Basic β Enterprise The status summary report graphically represents the number of items against the different statuses in your board.β¦
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Board metrics overview
Kissflow plans: β Basic β Enterprise 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 andβ¦
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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.β¦
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Boards overview
Kissflow plans: β Basic β Enterprise 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 onβ¦
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Understanding dataviews
Kissflow plans: β Basic β Enterprise 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 theβ¦
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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.β¦
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Duplicating and deleting a dataset
Kissflow plans: β Basic β Enterprise You can easily duplicate datasets for reuse or delete them when theyβre no longer needed. Here's how to manage both actions:β¦
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Charts in boards
Kissflow plans: β Basic β Enterprise 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,β¦
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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.β¦
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Understanding data sources
Kissflow plans: β Basic β Enterprise Data sources Data source is a collection of all data present inside processes, boards, datasets, and other tables in Kissflow.β¦
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DocuSign connector
Kissflow plans: β Basic β Enterprise What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signedβ¦