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Assignment preference
The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users. Assign to all Only one assignee - after one assignee submits the item,…
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Connected processes - Overview
In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process. This streamlines workflow management,…
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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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Creating a form
A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow. A form has three primary components - section,…
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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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Connecting to Kissflow Dataform
App members can use the Dataform connector to send data from a dataform to other flows in Kissflow or third-party apps. For example, you have an employee PII dataform.…
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Portal overview
What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting. Businesses and non-professional developers can quickly create and deploy…
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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.…
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Conditional paths in control connector
Conditional paths let you create multiple paths within an integration, each with its own set of actions and execution conditions. This lets you design integrations that adapt to specific conditions,…
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Using a decision table inside apps
It is necessary to use Kissflow’s SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based on the applicant’s income.…
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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…
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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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Microsoft Outlook connector
What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite. Outlook is primarily an email client,…
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Delay connector
The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration. Why use delay? The delay connector is essential for scheduling actions 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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Connecting boards with other boards and processes
By connecting a parent board with another board/process, you can interconnect workflows. A change in status in a parent board's item can act as a trigger to initiate an action in another board or…
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Creating custom components
What are custom components? Custom components are one of the most important aspects of low-code development because they allow for code reuse. You can create custom components that can be used…
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Decision tables overview
What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes. It helps business users, primarily in the banking,…
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Migrating a connector to its latest version
Kissflow automatically tries to update to the latest version of a connector through migration whenever a new version is available. However, in certain cases where migration is not possible,…
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Field events
Field events allow you to create events with your form fields using Kissflow's Low-code SDK reference and minimal JavaScript code. This allows the form fields to trigger event-based actions.…
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Importing data from a CSV file to a dataset
You can import or upload data from a CSV file to your dataset. Click the Import CSV button and then select the CSV file. While importing a CSV file, you need to be aware of the file requirements.…
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Configuring deadline
In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow. By default, a step does not have a deadline.…
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Document templates
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Setting up an external data connection
An external connection is a pathway between your external platforms and Kissflow, that allows you to create external data objects in your apps. A connection can be reused multiple times within…