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Connected processes - Overview
Kissflow plans: ✕ Basic ✓ Enterprise In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process.…
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Assignment preference
Kissflow plans: ✓ Basic ✓ Enterprise The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users.…
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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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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…
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Process comments
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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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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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Portal overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting.…
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Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service for hosting all your photos, videos, and files, which can be backed up, protected, synced,…
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Conditional paths in control connector
Control connector The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,…
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Using a decision table inside apps
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Working with custom page components
Building custom components using Kissflow SDK The custom page component feature lets you build an entire page from scratch using HTML elements, bypassing the default components entirely.…
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Creating and managing items
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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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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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
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Send back actions
Kissflow plans: ✓ Basic ✓ Enterprise You can select who should be assigned when an item is sent back to a step in a process workflow. Assign to approvers When an item is sent back to a step,…
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User field
You can display a set of usernames as a dropdown with the help of the User field. The difference between a normal dropdown and a User field is, you will be able to display only usernames with the…
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Creating an app
Kissflow plans: ✕ Basic ✓ Enterprise Accessing your Kissflow account As a Super Admin of your account, you will be able to access the Production environment of your Kissflow account, by default.…
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Decision tables overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes.…
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Connecting boards with other boards and processes
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Creating a dataset
Kissflow plans: ✓ Basic ✓ Enterprise You can create a dataset in two ways: from scratch or by installing a dataset template according to your business requirements.…
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Text, Text area, Email, and Rich text fields
We will learn how to create, and manage text-based fields in your flow form in this article. If you are unsure about what a field is, and how to add a field to a form,…
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Bot settings
Receiving Kissflow notifications inside your organization’s chat application is easier with the Kissflow Bot. Super Admins can enable the Kissflow Bot for specific applications by navigating to…