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Subscription and billing
Managing subscription Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing.…
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SOAP connector
What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP. SOAP web service providers publish their underlying table structures and…
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Webhooks by Kissflow
Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications. Webhooks allow you to build or set up integrations,…
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Salesmate connector
What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes. About Kissflow's Salesmate integration Kissflow Integration's…
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Creating and managing a dataset view
Kissflow plans: ✓ Basic ✓ Enterprise Views help you share a filtered version of your dataset with others, allowing access to only the necessary data without exposing the full dataset.…
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Managing boards in PWA
Manage your Boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
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Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…
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SCIM overview
Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over HTTP.…
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Collaborating with other members
When you create an integration, you become the default member of that integration with the ability to change many settings. As a member of your integration,…
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Duplicating, archiving, and deleting an integration
Duplicating an integration If you want to make an exact copy of your integration, you can duplicate it. Duplicated integrations will have the same set of trigger and action steps with configuration…
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Integration settings
To update your integration settings, click the More options button () and then Settings. Notifications You can choose to enable or disable web and email notifications.…
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Security settings and access control
To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings: Security settings Dataset Admins can share datasets…
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Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula.…
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IF function
The IF function returns one value if a boolean expression is true and another value if it is false. The syntax is: IF(<logical_test>,<value_if_true>,<value_if_false>) For these examples,…
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Introduction to expressions and formulas
Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly typed to the data type you are working with.…
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Using XML to lookup data
Here’s an example that uses XML format to display the botanical name of a plant. Create a remote lookup field called Plant. In the URL field, add the API link such as this sample one from W3schools.…
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Extracting a text and number using remote lookup
You can use a remote lookup field to extract data from an external API. For example, you may want to display the general weather forecast and temperature for a particular city.…
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Yes/No field
The Yes/No field gives users a binary decision. The data is stored as a Boolean value. Settings You can set a default value for displaying the field when the form loads.…
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List expressions
Fields The following fields use a list data type: Dropdown Checkbox/multi-select Checklist This expression generates a user list: Lastcompletedstep().assignees() Example fields Field ID Field type…
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Workflow step expressions
The lastCompletedStep() function retrieves information from your workflow's most recently completed step. You can access the approvers' names, the number of approvers, assignment time, approval time,…
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Logical expressions
Logical expressions are Boolean, meaning they return either a value of TRUE or FALSE. Boolean values won’t display directly on a form. They are used in two situations:…