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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
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
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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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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
Kissflow plans: ✕ Basic ✓ Enterprise If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account,…
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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
Kissflow plans: ✓ Basic ✓ Enterprise You can create and customize notifications to stay informed about important updates or ensure timely communication within your team.…
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Notification events in processes
Kissflow plans: ✓ Basic ✓ Enterprise Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger…
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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,…
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Configuring Actions for Process Workflow Steps
Learn how to configure actions for process workflow steps to customize user actions in a process form. How does it work? You can customize actions for both initiators and approvers of a process.…
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Introducing Improved Collaboration in Process Forms
We have exciting news! We have significantly improved the comments section to enhance collaboration on process forms. Here is what you can expect from the latest enhancements:…
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Filtering items in a process
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Pivot tables in processes
Kissflow plans: ✓ Basic ✓ Enterprise You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your process. Pivot tables allow you to easily interchange…
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Creating a chart report
Kissflow plans: ✓ Basic ✓ Enterprise You can generate your process reports as charts. There are 14 types of charts you can choose from. Auto chart Area chart Stacked area chart Horizontal bar chart…
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Allow Assignees to Pick Items in a Process Workflow Step 🎉
We’ve got a cool new enhancement for you to check out before you head into your weekend. The pick item feature enables assignees to pick items themselves and move them out of other assignees’ queues.…
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Product Tip: How to delegate tasks to another person in Kissflow when you’re going to be unavailable
At an instance where you’re going to be unavailable for a certain period, you can delegate tasks assigned to you to another user. This will not affect the tasks previously assigned to you.…
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Product Tip: How to delete an item after submitting it in Kissflow
There are instances where you might have submitted an item by mistake. To delete the item, go to the Process > click More options > Administration. Select an item or a set of items you want to delete…
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Task Delegation for Super Admins
Super admins can now delegate future tasks of users who are out of the office or on vacation. Earlier, only users could create task delegations for themselves and no one else.…
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Changes to List APIs - Deprecation of Aggregation Data
Introduction We're implementing changes to our List APIs regarding the usage of aggregation data. This update aims to ensure a seamless transition for our valued users.…
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Product Tip: How to create a Kissflow process by importing data from other sources
In this video, you will learn how to easily import data from other sources and create a new process. Kissflow streamlines the process by generating fields corresponding to your file's columns,…