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Creating and managing service accounts
Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super Admin, or an IAM Admin of your account.…
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Impersonation in service accounts
What is impersonation? Impersonation in a service account is the ability to act on behalf of a user or an item inside your Kissflow account. By impersonating a user,…
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Service account overview
What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Making a process workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…
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Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process On the left navigation, click Explore. On the Explorer page, click Create,…
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Audit log
The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
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Account details, customization, and connected domains
Super and IAM Admins can access the Account settings tab on the Account administration page. You can view and customize your account name and domain, change the account logo,…
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Creating a tabular report
Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular report,…
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Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
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Reports overview
Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the process page.…
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Administering portals
Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal settings.…
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List overview
What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, or checkbox/multi-select fields. Common list examples Department. Leave type.…
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Email connector
Email by Kissflow When something happens in a trigger or action step of your integration, you can use Email by Kissflow to send emails to recipients outside your account and email addresses marked…
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Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…
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Email actions
Overview When an item is assigned to a process member or admin, they receive an email informing them about the item, after which they log into Kissflow and act on it, that is, approve or reject it.…
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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field. Settings You can load the dropdown from a static…
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Troubleshooting guide - common issues and solutions
This troubleshooting guide provides solutions to common problems encountered by Kissflow users. Let's take a closer look at them. General When you try to access a Kissflow application,…
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Multi-language support in Kissflow
Kissflow is available in the following 14 languages: English Italian (Italiano) Korean (한국어) Japanese (日本語) Simplified Chinese (简体中文) Russian (Русский) German (Deutsch) Spanish (Español) French…
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Ensuring smooth access to Kissflow [Troubleshooting tip]
If you are unable to access Kissflow, you might want to ensure that you have whitelisted the Kissflow domains and that your Internet Service Provider (ISP) isn't blocking the Amazon or Google servers.…
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Scanner field
The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process forms, board forms, and data forms within apps.…
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How to automate barcode scanning in a process form
If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan an asset's barcode/QR code and…
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Task delegation
As part of Account Administration, the task delegation feature allows Super Admins to delegate future tasks to users out of the office or on vacation. Super Admins can choose to delegate all the…
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Personal info, format settings, and task delegation
Accessing your profile Click your profile picture in the upper-right corner of the Home screen and click My settings. The My settings page has three categories: General settings, Security,…
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Types of apps in Kissflow App Store
You can broadly categorize Kissflow App Store applications as: Installable apps Provisional apps Once installed, all apps get deployed to your live account by default.…
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Accessing Kissflow App Store
Kissflow App Store contains a variety of applications tailored to the needs of the user. Applications featured in the App Store can be installed directly, purchased, or requested.…