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Product Tip: How to duplicate a Kissflow process
Let's say you have a process for a specific department and want to replicate the same for another department. You can avoid the hassle of creating the same process from scratch by using the Duplicate…
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Product Tip: How to find the Process ID and Dataset ID in Kissflow
You may want to know the Process ID and Dataset ID for API purposes. Go to the Process; in the URL, the text after Process is your unique Process_ID; For example, https://theabccorporation.kissflow.…
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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: 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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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 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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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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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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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 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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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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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: 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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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Product Tip: How to automate asset requests with Kissflow Integrations.
Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…
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Product Tip: How to fetch the approver of a workflow step in your Kissflow process report
In a process form, you can find the name of the approver for a workflow step under the status section. Now, if you want the approver’s name in a process report,…
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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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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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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 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 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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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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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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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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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.…