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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.…
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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,…
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Backing up data to Google Drive
Note: This service is available on request. Please contact our support team to enable it on your account. Configuring data backup As a Super Admin, you can configure your backup preferences…
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Backing up data to Google Cloud Service (GCS)
Note: This service is available on request. Please contact our support team to enable it on your account. GCS prerequisites Before you start account backup configuration in Kissflow,…
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Backing up data to Amazon S3
Note: This service is available on request. Please contact our support team to enable it on your account. Amazon S3 prerequisites Before you start account backup configuration in Kissflow,…
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Data backup overview
Note: This service is available on request. Please contact our support team to enable it on your account. Data backup in Kissflow is essential for safeguarding organizational data against loss and…
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HubSpot connector
What is HubSpot? HubSpot's Marketing Hub Professional tool offers an omni-channel automation, orchestration, and reporting platform for modern teams. You can create highly personalized campaigns and…
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Xero connector
What is Xero? Xero provides full cloud-based accounting software for small and medium businesses that includes bookkeeping services such as invoicing and payroll,…
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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…
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User roles and permissions
Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page, users must be assigned one of the four available Admin roles.…
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Connecting to Kissflow Dataform
App members can use the Dataform connector to send data from a dataform to other flows in Kissflow or third-party apps. For example, you have an employee PII dataform.…
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Filtering items in a process
You can always resort to a filter view when there is a lot of data to manage as part of your process workflow. You need not have to always scroll through a million records every time you log into…
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Multilingual settings in forms
Multilingual settings allow Kissflow Process admins/developers and Board admins to customize and present their workflow forms in various languages. You can incorporate manually translated form…