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Product Tip: How to customize the form print preferences
Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Enhanced Print Form With a New Look
The print form gets a face-lift. The new design is more compact, requires fewer pages, and is easier to consume. In the new layout, you will no longer have to worry about fields getting split across…
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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing:…
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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Making a process workflow
Kissflow plans: ✓ Basic ✓ Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…
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Formatting for the Number, Currency, Date, and DateTime fields in the Document Template
The most requested enhancement to the PDF document template editor—the ability to configure the formatting for the Number, Currency, Date, and DateTime fields is now live.…
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Email actions
Kissflow plans: ✓ Basic ✓ Enterprise Overview When an item is assigned to a process member or admin, they receive an email informing them about the item,…
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Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…
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Troubleshooting guide - common issues and solutions
This troubleshooting guide provides solutions to common problems encountered by Kissflow users. Let's take a closer look at them. General When you try to access a Kissflow application,…
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Scanner field
The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process forms, board forms, and data forms within apps.…
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How to automate barcode scanning in a process form
Kissflow plans: ✓ Basic ✓ Enterprise If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan…
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Product Tip: How to create Document templates in Kissflow and email them through Integrations
Here’s a quick video explaining how you can automate PDF generation using Document templates in Kissflow and email it through Integrations. https://www.loom.…
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Product Tip: How can I delegate my tasks in Kissflow before I go on a holiday?
The holiday season is about to begin, and before you leave for vacation, you need to plan for task delegation so that other users can attend to your tasks.…
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Workaround: Is it possible to fetch values from a Checklist field in the Document Template in Kissflow?
Here's a short video explaining how you can fetch the values from a checklist field in a document template. The Checklist field's values cannot be fetched into a document template directly;…
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Product Tip: Difference Between Conditional and Goto steps in Kissflow
Here’s a short video explaining the difference between Conditional and Goto steps https://www.loom.com/share/aa37d5b9af9f45c5b66a766d72c1b9bb If you need help with configuring the conditional and…
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Process overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.…
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Product Tip: How to fix the “No assignee” error in Kissflow Process
“There is no assignee in the next workflow step” is a common error message that can come up in a process for various reasons. The following are the possible causes and solutions: Cause 1:…
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Product Tip: Do you have process items stuck for approval because the assignee left the organization suddenly?
Consider a process with multiple workflow steps and an assignee for each step. We all know that an item can only go from one step to another step after the assignee approves it.…
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Import Data From a CSV File Into a Child Table in Kissflow Process
We’ve just made your life a little easier. Now you can import data from a CSV file into a child table in a form. Child tables are tables you can use inside Process forms to collect data.…
