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Microsoft Dynamics 365 Business Central connector
What is Microsoft Dynamics 365 Business Central? Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps organizations streamline processes,…
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Notification events in processes
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Notification events in boards
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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User notification settings
The Notification settings section allows users to customize account notification preferences according to their communication needs. Global notifications Click your profile picture > My settings >…
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Admin notification settings
Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication needs.…
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Process notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Board notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Zendesk connector
What is Zendesk? Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base, and online communities.…
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Watching an item in a board
Watching an item allows you to keep track of its progress. Adding items to your watchlist lets you track changes in terms of their progress as and when they are modified by their assignees or other…
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Custom trigger by Kissflow
What is a custom trigger? In cases where you can't set up an integration using an existing trigger, you can configure and set up a custom trigger for a specific workflow.…
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Oracle NetSuite connector
Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and more,…
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Asana connector
What is Asana? Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work. You can organize your tasks onto a board, list,…
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Process comments
You can collaborate with different stakeholders in a process workflow regarding an item using comments. You can also reply to people in a thread format so that you can keep the conversation in one…
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Decision tables overview
What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes. It helps business users, primarily in the banking,…
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Where are decision tables used?
In the context of a financial institution, decision tables can be used to streamline the loan approval process by automating the decision-making steps based on various conditions.…
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Creating a decision table
Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create. Renaming a decision table To rename your decision…
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Creating conditions and results
Creating a condition To evaluate input values, it is necessary to create conditions. Click the Add button (+) beside Conditions to create a condition and enter the standard details.…
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Importing data from a CSV
Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.…
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Evaluation settings
You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally, you can also determine the method or scope by which your decision table…
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Testing a decision table
The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results as expected.…
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Remote lookup field overview
The Remote lookup field is a useful way to get data from external systems into your form. With the ability to specify URLs, request types, headers, and data extraction methods,…
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Compliance and backup history
Note: This service is available on request. Please contact our support team to enable it on your account. As a Super Admin, you can manage your account's data backup.…
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Backing up data to Kissflow
Note: This service is available on request. Please get in touch with our support team to enable it on your account. Configuring data backup As a Super Admin,…