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QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Creating and managing portals
Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.…
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Configuring your board settings
If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Creating and using board views
Who can create views You can create views based on a subset of all the board data to have better context while working. This is ideal for teams inside teams.…
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Importing items from a CSV file
The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board. You can also use this feature to import data from other…
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Exporting items from a board
You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with others who may not have access to Kissflow.…
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Building a board
Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks, service request management, employee onboarding,…
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Duplicating, archiving, and deleting a process
Duplicating a process If you want to make a process very similar to another one, you can duplicate the process. The duplicated process will have the same configured fields, sections, tables,…
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Deleting process items
By default, all process items are saved forever as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it. Deleting items as a user Users can delete their…
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Member actions in a process
Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned to me Created by me The Created by me tab shows all the items that you’ve been active on.…
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Date and Date time field
The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
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Kissflow Dataset connector
Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and actions that let you create a new row…
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Dataset and views overview
What is a dataset? A dataset is a collection of tabular data that you can use in your flows. Forms in your flows can look up information from your datasets or use the information for advanced…
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Group management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more.…
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Process live forms
You can view a process form when you open a process item. A process form has a common navigation strip at the right end, where you can switch between the Details and Comments tabs.…
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Currency field
The Currency field works like the Number field, but it has a currency symbol before the value. Settings You can configure the number of decimal places that are shown.…
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Field settings
You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
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Setting up SAML-based Single Sign-on for Microsoft Azure AD
SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications with a single set of sign in credentials.…
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Archiving, deleting, and duplicating a board
You can archive and delete a board when you no longer need it. A board can only be deleted after it is archived. When you archive a board, all the contents will no longer be accessible,…
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Process audit log
The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and item-level changes made by users in your…
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Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
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Aggregation field
The aggregation field can pull together data from many different fields. Settings Aggregating table data Aggregation fields can show relationships between multiple entries in a table.…
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Field validations
You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met. Hover a field in your form editor and click the grey tick icon () to…
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Overview of custom reports in boards
Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about your workflow.…