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Understanding dataviews
Kissflow plans: ✕ Basic ✓ 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 the…
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Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Kissflow plans: ✓ Basic ✓ Enterprise Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources:…
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Duplicating and deleting a dataset
Kissflow plans: ✓ Basic ✓ Enterprise You can easily duplicate datasets for reuse or delete them when they’re no longer needed. Here's how to manage both actions:…
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Charts in boards
Kissflow plans: ✓ Basic ✓ 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,…
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Kissflow Process connector
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Understanding data sources
Kissflow plans: ✓ Basic ✓ Enterprise Data sources Data source is a collection of all data present inside processes, boards, datasets, and other tables in Kissflow.…
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DocuSign connector
Kissflow plans: ✕ Basic ✓ Enterprise What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed…
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Managing integrations
Kissflow plans: ✓ Basic ✓ Enterprise Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations.…
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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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Creating and managing access keys
Kissflow plans: ✓ Basic ✓ Enterprise Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account.…
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Creating and managing service accounts
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Impersonation in service accounts
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
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Making a process workflow
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Audit log
Kissflow plans: ✕ Basic ✓ Enterprise Overview The audit log is a centralized record of all activities that take place in your Kissflow account. It helps administrators track who did what, when,…
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Account details, customization, and connected domains
Kissflow plans: ✓ Basic ✓ Enterprise Super and IAM Admins can access these settings by clicking your profile picture on the top right corner of the home page > Account administration > Account…
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Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating an integration
Kissflow plans: ✓ Basic ✓ Enterprise Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations,…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Administering portals
Kissflow plans: ✕ Basic ✓ Enterprise Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal…
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List overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, checkbox, or multi-select fields.…
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Email connector
Kissflow plans: ✓ Basic ✓ Enterprise You can send emails to recipients outside your account and the email addresses marked in previous trigger/action steps in your Kissflow integration. https://www.…
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Managing filters
Kissflow plans: ✓ Basic ✓ Enterprise A filter helps you view a confined set of data that matches certain conditions. With advanced filters, you can filter contextually on a few attributes like user…
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Email actions
Kissflow plans: ✓ Basic ✓ Enterprise Overview When an item is assigned to a process member or admin, they receive an email informing them about the item,…
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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Kissflow plans: ✓ Basic ✓ Enterprise 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.…