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Dataform settings
Kissflow plans: ✕ Basic ✓ Enterprise As an app developer, you will have default access to forms that you create. To configure or change settings for the dataform,…
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Importing data from CSV file
Kissflow plans: ✕ Basic ✓ 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.…
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Creating and managing dataforms
Kissflow plans: ✕ Basic ✓ 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.…
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Board settings
Kissflow plans: ✕ Basic ✓ 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,…
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Board metrics in apps
Kissflow plans: ✕ Basic ✓ 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 your…
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Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ 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,…
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Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise Creating a new board To create a board inside your app builder, Click Board under the Quick create menu on the left.…
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Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
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Using advanced filters in apps
Kissflow plans: ✕ Basic ✓ 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.…
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Conditional paths in control connector
Kissflow plans: ✓ Basic ✓ Enterprise Overview The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,…
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Connecting processes
Kissflow plans: ✕ Basic ✓ Enterprise You can connect multiple processes and automate item creation across them. Here’s how you can do it: Click the Manage button at the top right corner of your…
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FAQ - Connected processes
Kissflow plans: ✕ Basic ✓ 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.…
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Configuring deadline
Kissflow plans: ✓ Basic ✓ 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.…
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Delay connector
Kissflow plans: ✓ Basic ✓ Enterprise The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration.…
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Image annotation
Kissflow plans: ✓ Basic ✓ Enterprise Image annotation allows you to annotate image attachments within forms, process comments, and board notes. Image annotation in forms Image annotation in forms…
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Using a decision table inside apps
Kissflow plans: ✕ Basic ✓ Enterprise It is necessary to use Kissflow’s SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based on…
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Auto-generating condition values
Kissflow plans: ✕ Basic ✓ Enterprise Let’s 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 might…
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SFTP connector
Kissflow plans: ✓ Basic ✓ 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 and…
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Sequence number
Kissflow plans: ✓ Basic ✓ 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.…
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Adding conditions to an integration
Kissflow plans: ✓ Basic ✓ Enterprise Currently, you can only use the control connector in Kissflow to set up Yes or No conditions in an integration. Now,…
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Creating a form
Kissflow plans: ✓ Basic ✓ 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.…
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FAQ - Connected boards
Kissflow plans: ✕ Basic ✓ 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?…
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Connecting boards with other boards and processes - Overview
Kissflow plans: ✕ Basic ✓ 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 in…