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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 report 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: 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
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Process governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account.…
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Board governance
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
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Dataset governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account.…
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Governing lists
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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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
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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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
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…