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  • Process

Process

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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.…

    • updated 10 days ago
    • 14replies
    • 824
    • 1
    • Last replyPujha RCommunity Moderator11 mths ago
    • Process workflows
  • 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.…

    • Akaash_Amalraj
    • updated 11 mths ago
    • 249
    • 5
    • Pre-release notes
  • 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.…

    • Dharsan_V_K
    • updated 1 yr ago
    • 1reply
    • 322
    • 2
    • Last replyElizabeth StultzRising Star11 mths ago
    • Account governance
  • 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…

    • Pujha
    • updated 1 yr ago
    • 4replies
    • 420
    • 42
    • Last replyPujha RCommunity Moderator11 mths ago
    • Tips and tricks
  • 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.…

    • Mekha_Mathew
    • updated 1 yr ago
    • 7replies
    • 289
    • 4
    • Last replyPujha RCommunity Moderator11 mths ago
    • Pre-release notes
  • 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,…

    • Abhiram
    • 1 yr ago
    • 152
    • Mobile guide
  • 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…

    • Dharsan_V_K
    • updated 1 yr ago
    • 326
    • 15
    • Pre-release notes
  • Refreshing lookup and aggregation field values

    Kissflow plans: ✓ Basic ✓ Enterprise Sometimes, the source data in lookup and aggregation fields can change while a user is working on a form. By default,…

    • updated 10 days ago
    • 2replies
    • 565
    • Last replyMishal FathimaCommunity Moderator1 yr ago
    • Permission and actions
  • 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.…

    • Dharsan_V_K
    • updated 10 days ago
    • 438
    • 2
    • Processes
  • 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…

    • Dharsan_V_K
    • updated 10 days ago
    • 292
    • 1
    • Processes
  • 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,…

    • Pujha
    • updated 3 mths ago
    • 6replies
    • 371
    • 46
    • Last replySowbarnika SKissflow Support1 yr ago
    • Tips and tricks
  • 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.…

    • Pujha
    • updated 1 yr ago
    • 3replies
    • 219
    • 3
    • Last replyPujha RCommunity Moderator1 yr ago
    • Tips and tricks
  • 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:…

    • Pujha
    • updated 1 yr ago
    • 9replies
    • 441
    • 10
    • Last replyRamachandran SureshKissflow Product Manager1 yr ago
    • Product announcements
  • 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…

    • updated 10 days ago
    • 1reply
    • 458
    • Last replyAnnapurneswari VConversation Starter1 yr ago
    • Using processes
  • 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…

    • updated 10 days ago
    • 292
    • Process reports
  • 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…

    • updated 10 days ago
    • 486
    • Process reports
  • 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.…

    • Nandini
    • updated 1 yr ago
    • 6replies
    • 249
    • 26
    • Last replyNisha VijayanRising Star1 yr ago
    • Product announcements
  • 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.…

    • Pujha
    • updated 1 yr ago
    • 3replies
    • 216
    • 33
    • Last replyRama Krishna ChillamcharlaRising Star1 yr ago
    • Tips and tricks
  • 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…

    • Pujha
    • updated 1 yr ago
    • 3replies
    • 283
    • 45
    • Last replyRama Krishna ChillamcharlaRising Star1 yr ago
    • Tips and tricks
  • 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.…

    • Nandini
    • updated 1 yr ago
    • 14replies
    • 259
    • 32
    • Last replyPujha RCommunity Moderator1 yr ago
    • Product announcements
  • 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.…

    • Dharsan_V_K
    • 1 yr ago
    • 2replies
    • 480
    • 2
    • Last replyPujha RCommunity Moderator1 yr ago
    • Pre-release notes
  • 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,…

    • Pujha
    • updated 1 yr ago
    • 150
    • 1
    • Tips and tricks
  • 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…

    • Pujha
    • updated 1 yr ago
    • 9replies
    • 340
    • 47
    • Last replyNandini Diagarajan1 yr ago
    • Tips and tricks
  • 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.…

    • Dharsan_V_K
    • updated 11 days ago
    • 356
    • Account governance
  • 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…

    • Dharsan_V_K
    • updated 4 mths ago
    • 239
    • Account governance
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