-
Creating and administering a list
You can create a list when you add a dropdown field, a checklist, or a multi-select field to your form. Navigate to your Form editor and choose a field type (i.e. Dropdown, Checklist, etc.…
-
AI-suggested fields
AI-suggested fields are form fields generated using Artificial Intelligence (AI), a technology that processes and infers large data through Machine Learning (ML).…
-
Creating and managing items
After a board and its form are set up for you to work, you can start creating new items. Adding a new item To add a new item to your board, click the + New button located at the top right section of…
-
Creating AI-suggested workflow and steps
You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the process will be generated and displayed…
-
Use case for timeline layout
Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items, allowing you to navigate through the timeline with ease…
-
Launching Kissflow Apps
Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live. Development environment - You'll have an app builder to create your app from…
-
Creating Procurement spend analysis report by department and product category
When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and product category.…
-
Managing members and roles in a board
Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities mapped with them in a specific board.…
-
Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver. The ODBC driver acts as the interface for Microsoft Power BI…
-
Managing reports
To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics to which you have access.…
-
Pivot reports
Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on the Analytics page. Select the data source.…
-
Tabular reports
Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create Report button ()on the Analytics page.…
-
Using reports
Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets, and dataviews,…
-
Reports overview
Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables, child tables, system tables, datasets,…
-
Chart reports
Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie, and scatter chart.…
-
QuickBooks integration
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
-
Using chats
Note: Kissflow Chat and Spaces will be gradually discontinued after 15th December, 2023. Learn more Kissflow Chat allows for real-time collaboration through direct and group chats.…
-
Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
-
Creating and managing subitems
Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees, states, start dates, and due dates.…
-
Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
-
Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service to host all your photos, videos, and files backed up, protected, synced, and made accessible on all your devices.…
-
Microsoft Azure Active Directory connector
What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to enterprise customers.…
-
Using board layouts
Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most commonly used list of items quickly.…
-
Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change the process settings, click Manage > Settings.…
-
Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…