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Importing data from CSV file
Kissflow plans: β Basic β Enterprise The Import CSV feature allows you to import data from a CSV file into the dataform. Manually entering large amounts of data in the dataform can be quite tedious.β¦
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Creating and managing dataforms
Kissflow plans: β Basic β Enterprise Creating a new dataform To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.β¦
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Board settings
Kissflow plans: β Basic β Enterprise If you can handle a board, you may modify how your board functions by changing specific options. To configure or change settings for a board form,β¦
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Board metrics in apps
Kissflow plans: β Basic β Enterprise There are two board metric reports that you can use in apps. They are: Aging report Status performance report Aging report The Aging report helps you track yourβ¦
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Managing board roles and permissions
Kissflow plans: β Basic β Enterprise As an app owner, you will have default access to the board form and the ability to change many settings. As an admin of your board,β¦
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Creating and customizing a board
Kissflow plans: β Basic β Enterprise Creating a new board To create a board inside your app builder, Click Board under the Quick create menu on the left.β¦
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Boards overview
Kissflow plans: β Basic β Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,β¦
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Using advanced filters in apps
Kissflow plans: β Basic β Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.β¦
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Conditional paths in control connector
Kissflow plans: β Basic β Enterprise Overview The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,β¦
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Connecting processes
Kissflow plans: β Basic β Enterprise You can connect multiple processes and automate item creation across them. Hereβs how you can do it: Click the Manage button at the top right corner of yourβ¦
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FAQ - Connected processes
Kissflow plans: β Basic β Enterprise 1. Why am I not able to see the process I want to connect to? You can see only the processes where you have admin access. 2.β¦
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Configuring deadline
Kissflow plans: β Basic β Enterprise In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow.β¦
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Delay connector
Kissflow plans: β Basic β Enterprise The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration.β¦
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Image annotation
Kissflow plans: β Basic β Enterprise Image annotation allows you to annotate image attachments within forms, process comments, and board notes. Image annotation in forms Image annotation in formsβ¦
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Using a decision table inside apps
Kissflow plans: β Basic β Enterprise It is necessary to use Kissflowβs SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based onβ¦
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Auto-generating condition values
Kissflow plans: β Basic β Enterprise Letβs say you need all the possible combinations of the condition values to be entered in your decision table. Doing it manually can be quite tedious and mightβ¦
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SFTP connector
Kissflow plans: β Basic β Enterprise What is SFTP? SFTP (Secure File Transfer Protocol) is a safe way to send files over the internet. It uses SSH encryption to protect your data during transfer andβ¦
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Sequence number
Kissflow plans: β Basic β Enterprise You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process and dataform.β¦
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Adding conditions to an integration
Kissflow plans: β Basic β Enterprise Currently, you can only use the control connector in Kissflow to set up Yes or No conditions in an integration. Now,β¦
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Creating a form
Kissflow plans: β Basic β Enterprise 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.β¦
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FAQ - Connected boards
Kissflow plans: β Basic β Enterprise 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?β¦
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Connecting boards with other boards and processes - Overview
Kissflow plans: β Basic β Enterprise In Kissflow, you can connect a parent board to another board or process to automate workflows. A status change in a parent board's item can trigger actions inβ¦
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Security settings for flows
Kissflow plans: β Basic β Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.β¦