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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process You can add users to a process in the following roles: Process Admin A Process Admin has the highest privilege in a process.…
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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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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Date expressions
Kissflow plans: ✓ Basic ✓ Enterprise Date and datetime expressions are very similar but cannot be used interchangeably. Timezones and format settings for date fields are set at the account or user…
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Text expressions
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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
Kissflow plans: ✓ Basic ✓ Enterprise Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly…
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Computing fields using Formula Builder
Kissflow plans: ✓ Basic ✓ Enterprise You can write expressions and create formulas for your computed fields with the help of our Formula builder. What is Formula builder?…
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Creating a form
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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User roles and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page,…
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Sequence number
Kissflow plans: ✓ Basic ✓ Enterprise You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process and dataform.…
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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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Image, Attachment, Smart attachment, and Signature fields
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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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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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HTTP connector
Kissflow plans: ✓ Basic ✓ Enterprise Basics of webhook Webhooks are automated messages that are sent between applications as HTTP requests. They are a type of notification that contains detailed…
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Introduction to Kissflow Apps
Kissflow plans: ✕ Basic ✓ Work Platform Enterprise 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.…
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Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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API authentication
Kissflow plans: ✓ Basic ✓ Enterprise Account identifiers Account identifiers are entities that help you uniquely identify your Kissflow account while making API calls.…
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Kissflow Process connector
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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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Number and currency expressions
Kissflow plans: ✓ Basic ✓ Enterprise Number and currency expressions are similar. However, many functions, methods, and operators may not work when evaluating numbers and currencies.…
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Creating an integration
Kissflow plans: ✓ Basic ✓ Enterprise Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations,…
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User expressions
Kissflow plans: ✓ Basic ✓ Enterprise User fields reference a specific user in your system; their details are retrieved from the user management table. Any custom user field you add to a form can be…
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Logical expressions
Kissflow plans: ✓ Basic ✓ Enterprise Logical expressions are Boolean, meaning they return either a value of TRUE or FALSE. Boolean values won’t display directly on a form.…