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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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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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Making a process workflow
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 also allows for alternate conditions…
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Generating document templates
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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Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process On the left navigation, click Explore. On the Explorer page, click Create,…
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Process overview
What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data. Flow Admins for a process can set up a form to carry data,…
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Email actions
Overview When an item is assigned to a process member or admin, they receive an email informing them about the item, after which they log into Kissflow and act on it, that is, approve or reject it.…
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Simulating a workflow
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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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change settings for process,…
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Introducing Kissflow's Multilingual Forms!
Hello Kissflow Champions, We're thrilled to introduce a game-changing addition to Kissflow – Multilingual Forms! Form creators can seamlessly display their forms in multiple languages by adding…
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Admin actions in a process
Process administration The Administration section of a process lets a Flow Admin access the items, modify their status, and make necessary changes. Navigate to the process page and click the More…
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Reports overview
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 process page.…
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Changes to List APIs - Deprecation of Aggregation Data
Introduction We're implementing changes to our List APIs regarding the usage of aggregation data. This update aims to ensure a seamless transition for our valued users.…
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Introducing Improved Collaboration in Process Forms
We have exciting news! We have significantly improved the comments section to enhance collaboration on process forms. Here is what you can expect from the latest enhancements:…
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Member actions in a process
Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned to me Created by me The Created by me tab shows all the items that you’ve been active on.…
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Assigning steps
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. You can assign steps directly to a specific user, group,…
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Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
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Introducing AI-Suggested Workflows and Steps
Hello Kissflow Community! We're thrilled to unveil another exciting AI feature in Kissflow processes. Expanding on the functionality of AI-suggested fields,…
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Configuring deadline
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. By default, a step does not have a deadline.…
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Best practices for simultaneous tasks
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. Parallel branches Parallel branches create separate…
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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:…
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Conditional steps
If you only want a workflow step to happen in a certain 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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Assignment preference
The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users. Assign to all Only one assignee - after one assignee submits the item,…
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Editing a process form after you submit it
As a user, once you submit a process form, you can’t edit the values of the fields anymore. However, here are some other options you can explore: Withdraw the item This option works if you were the…
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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.…