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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process You can add users to a process in the following roles: Process Admin A Process Admin has the highest privilege in a process.…
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Document templates
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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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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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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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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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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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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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Configuring deadline
Kissflow plans: ✓ Basic ✓ Enterprise In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow.…
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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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Assigning steps
Kissflow plans: ✓ Basic ✓ Enterprise Assigning a step lets the assignee take ownership of the action. The workflow comes to a halt if they do not perform their action as expected.…
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Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
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Connected processes - Overview
Kissflow plans: ✕ Basic ✓ Enterprise In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process.…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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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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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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Assignment preference
Kissflow plans: ✓ Basic ✓ Enterprise The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users.…
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Editing a process item after submitting
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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Admin actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Process administration The Administration section of a process lets Process admins and Data admins access the items, modify their status,…
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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,…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Security settings for flows
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
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Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…