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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 Kissflow
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.…
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Product Tip: How to capture the date and time automatically in a Kissflow process form
You may want to capture the date and time in a form without the user's input. To do so, create a field with Field type as Date & time. Toggle the 'Is this a computed field?…
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Introducing Simulating a Workflow in Kissflow
Hey , Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path renders well as expected before publishing it live.…
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Simulating a workflow
Kissflow plans: ✓ Basic ✓ Enterprise Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path works well as expected before publishing it live.…
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Product Tip: How to view the workflow steps in a process
You may want to view the workflow steps in a process. To do so, go to My items and you will see a list of all the items in your process in Draft, In progress, Participated, Completed, Withdrawn,…
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Product Tip: How to get the instance id of each item in a Kissflow process
In order to get the instance id of an item, open the Process form and create a Text field by clicking on +Drag any field here or click to add a new field.…
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Product Tip: How to share a process report to a user in Kissflow
You may want to share or grant report access to a user or a group. To do so, click on the Reports button. You will find all the available reports. Click on the More actions button of the report that…
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Product Tip: How to move the status of an item to completed in a Kissflow process
In order to move the status of an item to completed, you need to be a process Admin. To view your process administration, click the More button and then click on Process Administration.…
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Product Tip: How to edit a Kissflow process item after you have submitted it
You may want to edit the form after you submit it, or you may want to edit it after it has completed all the workflow steps. The Process Admin can edit a process form when it’s in progress or even…
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Introducing PDF Generation in Process
Hey You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise If you want a workflow step to happen only in a certain situation, you can create a condition for the step based on a formula.…
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Workflow step expressions
The lastCompletedStep() function retrieves information from your workflow's most recently completed step. You can access the approvers' names, the number of approvers, assignment time, approval time,…