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Backing up data to Kissflow
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please get in touch with our support team to enable it on your account.…
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Backing up data to Google Drive
Kissflow plans: ✕ Basic ✓ Enterprise 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,…
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Backing up data to Google Cloud Service (GCS)
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Backing up data to Amazon S3
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Data backup overview
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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HubSpot connector
Kissflow plans: ✓ Basic ✓ Enterprise What is HubSpot? HubSpot's Marketing Hub Professional tool offers an omni-channel automation, orchestration, and reporting platform for modern teams.…
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Xero connector
Kissflow plans: ✓ Basic ✓ Enterprise 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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User roles and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page,…
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Filtering items in a process
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Jira connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Jira? Jira is an issue-tracking software by Atlassian that allows bug tracking and agile project management.…
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Pivot report in processes
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating a chart report
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Section and table style
Kissflow plans: ✓ Basic ✓ Enterprise You can individually customize the styles of sections and tables in your form by following the steps below. Note: In apps,…
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Form style in Apps
Kissflow plans: ✓ Basic ✓ Enterprise To modify the form's color, hover over the form's outline, specifically the empty space surrounding the editor. Click the gear icon available on the form’s…
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Managing external data objects in the production environment
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Configuring an external data object
Kissflow plans: ✕ Basic ✓ Enterprise External data object refers to the Kissflow artifact that enables users to consume data from external platforms through external data connections.…
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Understanding use cases with SQL queries in Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Understanding analytics is essential for enterprises, especially in cross-flow reporting and workload analysis. It is essential for managing apps and other…
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Google Chat connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Google Chat connector? The Google Chat connector is an integration to enhance communication and collaboration within teams.…
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Date expressions
Kissflow plans: ✓ Basic ✓ Enterprise Date and datetime expressions are very similar but cannot be used interchangeably. Timezones and format settings for date fields are set at the account or user…
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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.…
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Overview of Kissflow Analytics
Kissflow plans: ✓ Basic ✓ Enterprise Analytics, also referred to as data analytics, involves the systematic exploration of substantial data sets to discover, examine,…
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Managing members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise You control who can access and manage your datasets through roles: Admin, Member, and Viewer. Each role comes with specific permissions to ensure the right level…
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iOS devices
If you are using an iOS device, you can use your browser to access your Kissflow account or a Progressive Web App to access it. Using a mobile browser Use your preferred mobile browser to navigate to…
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Global search
The global search allows you to look for workflows from process, board, applications or anything in your Kissflow account. Filtering in search results A quick search will bring you results from last…
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My items
The My items page allows you to conveniently access all items you have created or been assigned to you for approval. This page will enable you to handle all of your items in one place without…