-
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.…
-
Board settings
Kissflow plans: ✕ Basic ✓ Enterprise You can modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
-
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…
-
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,…
-
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.…
-
Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
-
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.…
-
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,…
-
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…
-
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.…
-
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.…
-
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.…
-
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…
-
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…
-
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…
-
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…
-
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.…
-
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,…
-
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.…
-
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?…
-
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…
-
Security settings for flows
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
-
Assignment preference
Kissflow plans: ✓ Basic ✓ Enterprise The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users.…