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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…
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Filtering items in a process
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 million records every time you log into…
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Pivot tables in processes
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 fields, rows, and columns.…
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Creating a chart report
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 Vertical bar chart Stacked horizontal…
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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,…
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Product Tip: What does a suspended step mean in a Kissflow process workflow?
While working on a process item, you may witness the term Suspended in a particular workflow step. A workflow step that has previously been present in the workflow but deleted later will appear as…
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Account governance overview
What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts effortlessly.…
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Process governance
As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account. This feature makes it easier to manage data by giving you a better view and…
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Board governance
As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account. It helps manage data better by showing you everything about your…
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Dataset governance
As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account. This feature enhances data governance by providing visibility…
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Governing lists
As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved overall performance.…
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Introducing Kissflow's Multilingual Forms!
Hello Kissflow Champions, We're thrilled to introduce a game-changing addition to Kissflow – Multilingual Forms! Form creators can seamlessly display their forms in multiple languages by adding…
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Introducing AI-Suggested Workflows and Steps
Hello Kissflow Community! We're thrilled to unveil another exciting AI feature in Kissflow processes. Expanding on the functionality of AI-suggested fields,…
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Creating AI-suggested workflow and steps
You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the process will be generated and displayed…
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Introducing Dependent Dropdown in Kissflow
Hello We are excited to announce the release of dependent dropdown. It is a dropdown whose values are limited or affected based on the field selected in another dropdown or any other relevant field.…
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Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…
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Upcoming changes: A revamped PDF template editor
We're excited to give you a sneak peek into some significant enhancements we've been working on for our PDF template editor, a vital part of our Integrations that allows you to generate PDF copies of…
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Product Tip: How to delegate tasks as a super admin in Kissflow
Here's a quick video explaining how you can delegate a particular user's tasks to one or more users in Kissflow. Within Account administration, the Task delegation feature enables Super Admins to…
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Introducing Search Functionality on the Process Administration Page
We are thrilled to share that the search functionality on the Process Administration Page has been upgraded to provide an even better user experience. Now, when you access the search bar,…
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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change the process settings, click Manage > Settings.…