-
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,…
-
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.…
-
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.…
-
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…
-
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…
-
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.…
-
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…
-
Notifications in apps
You can create and customize notifications in the development environment of an app to stay informed about important updates or ensure timely communication within your team.…
-
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.…
-
Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
-
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.…
-
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.…
-
HubSpot connector
What is HubSpot? HubSpot's Marketing Hub Professional tool offers an omni-channel automation, orchestration, and reporting platform for modern teams. You can create highly personalized campaigns and…
-
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,…
-
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…
-
Filtering items in a process
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 million records every time you log into…
-
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…
-
Using variables in application development
Overview In application development, variables are used to store dynamic values that can be used by any user anywhere within the application or on a specific page.…
-
Date expressions
Date and datetime expressions are very similar, but they cannot be mixed. Timezones and format settings for date fields are set at the account or user level.…
-
Creating integrations using AI
Creating new integrations using AI You can seamlessly create new integrations using AI. The AI generates the necessary integration preview based on the description you give as input.…
-
FAQ - Connected boards
Why am I not able to unlock a source item? Only the board admins can unlock a source item. Why am I not able to see the board I want to connect to? You can see only the boards where you have admin…
-
Connecting boards
By connecting multiple boards, you can automate item creation and orchestrate the item’s end-to-end lifecycle across those boards. Here’s how you can do it:…
-
Connected boards - Overview
In Kissflow, you can connect multiple boards and create work items in them based on a parent/source board’s item. This enhances overall efficiency and simplifies workflow management for team…
-
Security settings for flows
Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page. This system provides a more robust, flexible,…