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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.…
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Product Tip: How to add approver to an existing process item in Kissflow
Let's take a scenario where Jacob Fury is the current workflow approver. He has left the organization. In the workflow step, you go ahead and change the approver to another user called Happy Hogan.…
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Product Tip: How to initiate an item in Kissflow Process
Watch the video to learn how to initiate an item in a process. What topic would you like to see the next video tutorial on? We'll make sure it is covered. Do let us know in the comments below.…
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Restricting the option to send back items in a process workflow
With this feature you can decide to limit the number of preceding steps in your workflow to which an item can be sent back from a particular step in your process.…
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Product Tip: Best practices for simultaneous tasks
There are times in a workflow when you want multiple assignees to act on a step simultaneously. There are two ways to do this in Kissflow using Parallel branches or a Single step with multiple…
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Restrict Send Back Action
With the upcoming release, workflow developers will have the option to limit the steps to which the item can be sent back from this step. By default, the item can be sent to all the previous steps.…
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Product Tip: How to delegate tasks in Kissflow
Watch this video to learn how to delegate the task to someone else in Kissflow.
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Editing a process item after you submit it
Kissflow plans: ✓ Basic ✓ Enterprise As a user, once you submit a process item and it reaches the Completed state, you can’t edit the field values, send the item back or withdraw it.…
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Product Tip: How to create and manage deadlines in Kissflow
Watch this video to find out how you can create and manage deadlines in Kissflow.
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Product Tip: How to apply filter conditions to a lookup field in a Kissflow form table
Watch this video to find out how you can apply filter conditions to a lookup field in a form table.
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Product Tip: What is a sequence number and how to generate it in a Kissflow form
Watch the video to find out how you can generate a sequence number in a form. To know more, please check the help doc: https://helpdocs.kissflow.com/field-types/sequence-number
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Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order
The steps that are covered in the video are as follows: Creating a new item in the Purchase Order process. Explore Kissflow Process Connectors, Integration Triggers,…
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Product Tip: How to add a member as a Process Administrator in Kissflow
To add a member as a Process Administrator, select the Process > Click on the More option > Share > click on the More option of the Member you want to make Process Admin > Change role > Select Admin.…
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Product Tip: How to change the item title in Kissflow Process
To change the item title, go to the process > Click More options > Settings > General settings. You can change the Item Title under Configure form title.…
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Product Tip: How to turn on email notifications for a Kissflow process
Sometimes, you may want to receive email notifications in your Kissflow account. To do so, go to My Settings > Notifications > Please turn on the toggle for Email Notifications.…
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Announcing Enhanced Functionalities in Advanced Filter
Hello The advanced filter now supports adding conditions built on different fields within the same group. This will enable the users to build equations with more advanced combinations to filter the…
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Product Tip: How to set conditions for a process workflow step in Kisslow
If you only want a workflow step to happen in a particular situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…