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Adding conditions to an integration
Currently, you can only use the control connector in Kissflow to set up Yes or No conditions in an integration. Now, you can add conditions to each action in a Kissflow integration using the formula…
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Creating a form
A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow. A form has three primary components - section,…
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FAQ - Connected boards
Why am I not able to unlock a source item? Only the board admins can unlock a source item. Why am I not able to see the board I want to connect to? You can see only the boards where you have admin…
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Connecting boards
By connecting multiple flows, you can automate item creation and orchestrate the item’s end-to-end lifecycle across those flows. Here’s how you can do it:…
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Connected flows - Overview
In Kissflow, you can connect multiple flows and create work items in them based on a parent/source board’s item. This enhances overall efficiency and simplifies workflow management for team managers…
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Security settings for flows
Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page. This system provides a more robust, flexible,…
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Assignment preference
The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users. Assign to all Only one assignee - after one assignee submits the item,…
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Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
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User governance
If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account, shedding light on how users interact with various roles.…
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SAP Business ByDesign connector
What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management, and purchasing within a unified solution tailored for small and medium-sized…
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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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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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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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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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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.…