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Creating a form
A form is an entity with which you can collect input from the people who participate in your workflow. Forms are predominantly used in flows like processes, projects, and boards in Kissflow.…
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Smart field mapping
Field mapping is a process that helps you connect data fields from a trigger or action to another action. Smart field mapping, powered by AI (Artificial Intelligence),…
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Sharing data across apps using component referencing
Component referencing across apps in Kissflow enables seamless and dynamic data sharing across applications within your account or external portal apps.…
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Oracle NetSuite connector
Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and more,…
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Remote lookup field overview
The Remote lookup field is a useful way to get data from external systems into your form. With the ability to specify URLs, request types, headers, and data extraction methods,…
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Data backup overview
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 organizational data against loss and…
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Google Chat connector
What is Google Chat Connector? The Google Chat Connector is a tool designed to enhance communication and collaboration within teams. It seamlessly integrates with Google Chat,…
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Signing in to Kissflow
There are several ways you can access your Kissflow account. Direct URL The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser.…
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Android devices
If you are using an Android device, you can either use your browser to access your Kissflow account or use it as a Progressive Web App. Using a mobile browser Use your preferred mobile browser to…
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Watching an item in a board
Watching an item allows you to keep track of its progress. Adding items to your watchlist lets you track changes in terms of their progress as and when they are modified by their assignees or other…
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Multilingual settings in Apps
Multilingual settings allow admins for Kissflow apps to customize their apps to be displayed in languages supported by the platform. What are Multilingual settings? As an app admin,…
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Custom trigger by Kissflow
What is a custom trigger? In cases where you can't set up an integration using an existing trigger, you can configure and set up a custom trigger for a specific workflow.…
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Customizing themes for Kissflow Apps
Themes in Kissflow Apps offers a variety of color customization options that allow you to personalize several core aspects of your app components to reflect your organization’s unique brand identity…
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Process comments
You can collaborate with different stakeholders in a process workflow regarding an item using comments. You can also reply to people in a thread format so that you can keep the conversation in one…
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Xero connector
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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HTTP connector
Basics of webhook Webhooks are automated messages that are sent between applications as HTTP requests. They are a type of notification that contains detailed information about new events in an…
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Multilingual settings in forms
Multilingual settings allow Kissflow Process admins/developers and Board admins to customize and present their workflow forms in various languages. You can incorporate manually translated form…
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Overview of Kissflow Analytics
Analytics, also referred to as data analytics, involves the systematic exploration of substantial data sets to discover, examine, and communicate fresh insights and information.…
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Managing members and permissions
Roles and permissions Kissflow supports the following roles to facilitate dataset sharing: Admin A dataset Admin has the highest privilege in a dataset and anyone who creates a dataset becomes its…
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Quick search in Kissflow
The quick search feature allows you to search for flow-level items and tasks in projects, case systems, processes, teams, and chat and instantly navigate to them.…
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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…
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Governing connections
As a Super Admin, or an IAM Admin, you can get information about the connections used in your account. This gives you visibility and helps you in informed decision-making regarding the optimization…
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Working with Resource Manager in Apps
Resource Manager in Apps is a file management system that allows you to store, organize, and quickly access image files from within Apps. Resource manager offers a resource library where you can…
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User governance
If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account, shedding light on how users interact with various roles.…
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Launching Kissflow Apps
Creating Kissflow Apps Every Kissflow Enterprise account will have three environments to build, test, and deploy apps to live. Development environment - You'll have an Application builder to create…