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Tabular reports in boards
Tabular reports can be used to display your board’s 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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Configuring a board form
Every item on a board begins with a form. A form is where you can record all the data for an item. You can customize a board form to include fields to capture the essential information for your…
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Boards FAQs
Can I handle multiple use cases, such as issue tracking, help desk, and service requests using Kissflow Board? Absolutely. Kissflow Board helps you build workflows to manage use cases such as…
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App environments
Managing application lifecycle using environments Kissflow's application lifecycle is an agile process of building applications in the development environment,…
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App versioning
Understanding app versioning Versioning your app allows you to easily add or update functionality without affecting existing users. By default, when you build and deploy your app within the App…
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Introduction to Kissflow Apps
What is a Kissflow App? Kissflow Apps uses a low-code app development approach that requires little to no coding in order to create applications. It uses visual tools and custom scripting to develop…
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Exporting user data
Super Admins, IAM Admins, and User Admins, can export the details of some or all the users in a Kissflow account. Exporting user data To export your user data, follow the steps below:…
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Reserved Keywords
Reserved keywords are terms or phrases appropriated for special use that may not be used in the creation of variable names, i.e., these words or phrases cannot be used to name processes,…
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Viewing notifications
You can find all of your notifications by clicking the bell icon ( ) in the upper-right corner of the screen. From this pop-up, you can scroll through all of your notifications sorted by the most…
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Android devices
If you are using an Android device, you can either use your browser to access your Kissflow account or use it as a Progressive Web App. Using a mobile browser Use your preferred mobile browser to…
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Kissflow user details connector
User details connector User details by Kissflow lets you fetch specific attributes of users in your Kissflow account. The details can be of any user in the account or of specific users referenced in…
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Control connector
Control Control connector supports two different actions called Condition and Iteration. Actions for control connector Action Description Condition Set up a condition in your workflow form based on…
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FreshBooks connector
What is FreshBooks? FreshBooks is an accounting software designed primarily for self-employed professionals and their teams. It lets you send invoices, track expenses, and collaborate on projects.…
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Basic and advanced fields
We have classified the fields into two primary categories - All fields and AI-suggested fields for your easy understanding. The All fields tab is further organized into sub-categories such as:…
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Best practices for simultaneous tasks
There are times in a workflow when you want multiple assignees to act on a step at the same time. There are two ways to do this in Kissflow. Parallel branches Parallel branches create separate…
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Text, Text area, Email, and Rich text fields
We will learn how to create, and manage text-based fields in your flow form in this article. If you are unsure about what a field is, and how to add a field to a form,…
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Flow settings
Super Admins and IAM Admins can control who can create new flows in Kissflow. All flows, including process, channel, case, project, teams, dataset, chat, and integration, will be enabled by default.…
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Setting up SCIM with Okta
Kissflow supports automatic user provisioning with System for Cross-domain Identity Management (SCIM) standard. Okta’s SCIM-based user provisioning for Kissflow supports the following features:…
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Setting up SCIM with OneLogin
Super Admins, and IAM Admins have the ability to manage SCIM-based user provisioning with OneLogin. Start by turning on SCIM in Kissflow: Navigate to Account administration > User provisioning and…
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Setting up SCIM with Azure Active Directory
User provisioning through SCIM 2.0 is only available through the hosted AD version called Azure Active Directory (AD). Super Admins, and IAM Admins can set up SCIM-based user sync for Azure AD.…
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Two-factor authentication
Two-factor authentication (2FA) provides an additional layer of security to your Kissflow account by requiring more than just a password to sign in. Once enabled for your account,…
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Changing the background theme
You can change the theme of your account to Light, Dark, or Dim mode from the Themes section. Click your profile picture on the upper right corner of the page > Themes.…
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Apps FAQs
What programming languages can I use to create Kissflow Apps? Kissflow Apps is not focused on a single programming language; nevertheless, our Software Development Kit (SDK) is designed for…
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Apps SDK reference
The Kissflow SDK gives application developers the tools they need to build features and solutions on top of the Kissflow Apps platform. This SDK will come in handy if you wish to:…
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File upload settings
As a Super Admin, or an IAM Admin of your Kissflow account, you can choose which file attachment services all account users can use to upload files to Kissflow.…