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Product FAQs
General What is Kissflow Work Platform? Kissflow Work Platform gives you all the tools you need to embark on an enterprise-wide digital transformation journey.…
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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing:…
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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field. Settings You can load the dropdown from a static…
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Text expressions
Text expressions can be used with text fields. Text area fields cannot use expressions. Kissflow will sometimes refer to a sequence of characters in an expression as a string.…
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Date expressions
Date and datetime expressions are very similar but cannot be mixed. Timezones and format settings for date fields are set at the account or user level.…
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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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Introduction to expressions and formulas
Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly typed to the data type you are working with.…
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Computing fields using Formula Builder
You can write expressions and create formulae for your computed fields with the help of our all-new 'Formula builder'. What is Formula builder? The Formula builder is an inbuilt tool in Kissflow…
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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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User roles and permissions
Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page, users must be assigned one of the four available Admin roles.…
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Sequence number
You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process as well as in your data form.…
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Making a process workflow
Kissflow plans: ✓ Basic ✓ Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and…
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Image, Attachment, Smart attachment, and Signature fields
There are three types of fields that can store data as files: Attachment Image Signature Attachment field The attachment field allows you to upload many types of files to the form.…
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Document templates
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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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Introduction to Kissflow Apps
What is a Kissflow App? Kissflow Apps uses a low-code app development approach that requires little to no coding in order to create applications. It uses visual tools and custom scripting to develop…
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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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Number and currency expressions
Number and currency expressions are similar. However, many functions, methods, and operators may not work when evaluating numbers and currencies together.…
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Kissflow Process connector
Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow or third-party apps.…
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Troubleshooting guide - common issues and solutions
This troubleshooting guide provides solutions to common problems encountered by Kissflow users. Let's take a closer look at them. General When you try to access a Kissflow application,…
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Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
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Logical expressions
Logical expressions are Boolean, meaning they return either a value of TRUE or FALSE. Boolean values won’t display directly on a form. They are used in two situations:…
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API authentication
Account identifiers Account identifiers are entities that help you uniquely identify your Kissflow account while making API calls. You can identify your Kissflow account either by its ID or domain…
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User expressions
User fields point back to a particular user in your system. Data about that user is pulled from the user management table. Fields Any user field that you created on your form can be a part of an…
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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.…