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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
Kissflow plans: ✕ Basic ✓ Enterprise The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes.…
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Automating 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.…
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Process Email Actions
We are happy to announce that the Email Actions feature in Process is now live. Here is what you can expect from Email Actions:- Users can Approve or Reject items directly from their inboxes.…
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Workaround: How to recover an accidentally deleted field or section from a process form
As a process member, when working on a form, you may mistakenly delete a particular field or section. Once deleted, the changes are auto-saved; thus, you won't be able to recover these deleted…
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Product Tip: How to print comments in your Kissflow process form
We hope you all had a lovely weekend :D Here's your tip for the day! Sometimes, you might get instructions/questions under Comments when submitting an item in your Process.…
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Best practices for simultaneous tasks
Kissflow plans: ✓ Basic ✓ Enterprise There are times in a workflow when you want multiple assignees to act on a step at the same time. There are two ways to do this in Kissflow.…
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Product Tip: How to hide the reject button for a particular workflow step in Kissflow
To hide the form action buttons for a particular workflow step in Kissflow: Go to Permissions, click a workflow step, and scroll down. Under Configure actions,…
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Product Tip: How to approve/submit Kissflow workflow tasks directly from the Gmail inbox
The Kissflow for Gmail add-on allows you to approve/submit Kissflow workflow tasks directly in your Gmail inbox. Go to the link and click Add to Chrome. https://chrome.google.…
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Product Tip: How to rename a form action button name in Kissflow
Let's say you have a Department Head Approval step. The default action name is Submit. But you would like the action to say Approve because this is more relevant to the person acting on this step.…