-
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…
-
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,…
-
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,…
-
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…
-
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…
-
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,…
-
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…
-
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.…
-
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.…
-
HTTP connector
Basics of webhook Webhooks are automated messages that are sent between applications as HTTP requests. They are a type of notification that contains detailed information about new events in an…
-
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…
-
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…
-
Jira connector
What is Jira? Jira is an issue tracking software by Atlassian that allows bug tracking and agile project management. About Kissflow's Jira integration The Jira connector of Kissflow Integration…
-
Pivot tables in processes
You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your process. Pivot tables allow you to easily interchange fields, rows, and columns.…
-
Creating a chart report
You can generate your process reports as charts. There are 14 types of charts you can choose from. Auto chart Area chart Stacked area chart Horizontal bar chart Vertical bar chart Stacked horizontal…
-
Managing external data objects in production
Upon deploying an app with external data objects used in its lookup fields and integration, you’ll have to connect or reconnect the connection again in production to ensure that it functions…
-
Configuring an external data object
External data object refers to the Kissflow artifact that enables users to consume data from external platforms through external data connections. Creating an external data object To consume data…
-
Setting up an external data connection
An external connection is a pathway between your external platforms and Kissflow, that allows you to create external data objects in your apps. A connection can be reused multiple times within…
-
Understanding use cases with SQL queries in Analytics
Understanding analytics is essential for enterprises, especially in cross-flow reporting and workload analysis. It is essential for managing apps and other modules like processes, boards,…
-
Google Chat connector
What is Google Chat Connector? The Google Chat Connector is a tool designed to enhance communication and collaboration within teams. It seamlessly integrates with Google Chat,…
-
Creating a Kissflow Board with AI
You can use AI to automatically create your board’s workflow and form. In the Create your board page, enter the name, item type, ID prefix, and description of your board.…
-
Date expressions
Date and datetime expressions are very similar, but they cannot be mixed. Timezones and format settings for date fields are set at the account or user level.…
-
Creating integrations using AI
Creating new integrations using AI You can seamlessly create new integrations using AI. The AI generates the necessary integration preview based on the description you give as input.…
-
Overview of Kissflow Analytics
Analytics, also referred to as data analytics, involves the systematic exploration of substantial data sets to discover, examine, and communicate fresh insights and information.…
-
Managing members and permissions
Roles and permissions Kissflow supports the following roles to facilitate dataset sharing: Admin A dataset Admin has the highest privilege in a dataset and anyone who creates a dataset becomes its…