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Asana connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Asana? Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work.…
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Where are decision tables used?
Kissflow plans: ✕ Basic ✓ Enterprise In the context of a financial institution, decision tables can be used to streamline the loan approval process by automating the decision-making steps based on…
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Creating a decision table
Kissflow plans: ✕ Basic ✓ Enterprise Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create.…
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Creating conditions and results
Kissflow plans: ✕ Basic ✓ Enterprise Creating a condition To evaluate input values, it is necessary to create conditions. Click the Add button (+) beside Conditions to create a condition and enter…
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Importing data from a CSV
Kissflow plans: ✕ Basic ✓ Enterprise Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.…
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Evaluation settings
Kissflow plans: ✕ Basic ✓ Enterprise You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally,…
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Testing a decision table
Kissflow plans: ✕ Basic ✓ Enterprise The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results as…
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Remote lookup field overview
Kissflow plans: ✓ Basic ✓ Enterprise The Remote lookup field allows you to fetch data from external systems and display it within your form. By configuring URLs, request types, and headers,…
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Compliance and backup history
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please contact our support team to enable it on your account. As a Super Admin,…
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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.…