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Send back actions
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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Introducing connected flows inside process management and governance
We’re delighted to introduce a dedicated Connected flows section to streamline how you manage and oversee your workflows. Inside Associated flows widget As a Process Admin,…
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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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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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Creating a process form
To create a process form inside your Application builder, Click Quick Create under the Process tab. Alternatively, Click Forms > Process forms > Create a process form. Enter the process name.…
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Product Tip: How to duplicate a Kissflow process
Let's say you have a process for a specific department and want to replicate the same for another department. You can avoid the hassle of creating the same process from scratch by using the Duplicate…
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Connecting processes
You can connect multiple processes and automate item creation across them. Here’s how you can do it: Click the Manage button at the top right corner of your process home page, and click Edit process.…
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FAQ - Connected processes
1. Why am I not able to see the process I want to connect to? You can see only the processes where you have admin access. 2. Why can't I initiate dependent items for all the table entries in my…
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Product Tip: How to create a condition for a Kissflow process workflow step based on a formula
If you only want a workflow step to happen in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
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Coming soon: Form lookup field enhancements for runtime and configuration
We're excited to announce upcoming improvements to Kissflow's form lookup fields, set to roll out in mid-July 2024. These enhancements will allow Flow Admins greater flexibility in customizing how…
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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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Product Tip: How to find the Process ID and Dataset ID in Kissflow
You may want to know the Process ID and Dataset ID for API purposes. Go to the Process; in the URL, the text after Process is your unique Process_ID; For example, https://theabccorporation.kissflow.…
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Product Tip: How to comment on an item in a Kissflow process workflow
To add a comment in a workflow, go to the Process and open the item that has been submitted. You can add your comments in the comments tab present on the right.…
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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,…
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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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Upcoming Changes: Enhancing Flow Security
Access control policies determine who can access specific flows or perform certain actions within Kissflow. These policies govern access to individual flows.…
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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.…
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Product Tip: How to automatically approve an item when it crosses its deadline at a particular approval step in Kissflow
Here's a quick video explaining how you can automate the approval step in a workflow when the deadline for an item is breached. https://www.loom.com/share/cec1ef88e7144e0c969a3a1a5216bfe5 React to…
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Minor enhancement to Document Template editor in Kissflow Processes
In our upcoming release, we have made minor enhancement to the Document Template editor in Kissflow Processes. These adjustments aim to maintain consistency across both preview and editor modes.…
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Form child tables in the PWA and native mobile app
Overview Kissflow's PWA and native Android and iOS mobile app allow for flexible viewing and editing of child tables within forms. As a user of process form, board form, or data form,…
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Refreshed workflow builder in Kissflow Processes
We are pleased to announce a significant update to the workflow builder in Kissflow Processes. This latest update will introduce a fresh and intuitive interface designed to enhance your workflow…
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Process notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Notification events in processes
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Product Tip: How to fetch the approver of a workflow step in your Kissflow process report
In a process form, you can find the name of the approver for a workflow step under the status section. Now, if you want the approver’s name in a process report,…