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Service account overview
Kissflow plans: β Basic β Enterprise What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,β¦
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Setting up conditional visibility for page components
Kissflow plans: β Basic β Enterprise The conditional visibility feature enables you to set the visibility criteria for components in the page builder, allowing you to show or hide them based onβ¦
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Using reports
Kissflow plans: β Basic β Enterprise Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets,β¦
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Creating and managing lists in apps
Kissflow plans: β Basic β Enterprise Creating a list in the app builder You can create a list within the app builder in two ways: Using the left navigation menu Using a form Creating a list from theβ¦
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Guided autofill for smart attachments
Kissflow plans: β Basic β Enterprise Guided autofill is an extension to smart attachments allowing you to add customized instructions to specific form fields,β¦
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Currency field
Kissflow plans: β Basic β Enterprise The Currency field works like the Number field but has a currency symbol before the value. Settings You can configure the number of decimal places.β¦
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Adding advanced filters using AI
Kissflow plans: β Basic β Enterprise Instead of manually building filter conditions, you can use natural language to tell AI what you want to see. To create a filtered view using a text prompt,β¦
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Reserved keywords
Kissflow plans: β Basic β Enterprise Reserved keywords are terms or phrases appropriated for special use that may not be used in the creation of variable names, that is,β¦
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App governance
Kissflow plans: β Basic β Enterprise App governance offers Super admins and IAM admins, a lens into how apps are used across their Kissflow account. It highlights trends in app activity,β¦
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Connected processes - Overview
Kissflow plans: β Basic β Enterprise In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process.β¦
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Managing process members and permissions
Kissflow plans: β Basic β 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.β¦
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Kissflow extension for Gmail
View and approve your items in Kissflow from your Gmail by adding the Kissflow for Gmail extension to your Chrome browser. Signing into Kissflow from Gmail Go to the Chrome web store and search forβ¦
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AI-powered solution overview
Kissflow plans: β Basic β Enterprise A solution overview gives you a complete, AI-generated breakdown of your process in a readable, structured format that highlights how different components comeβ¦
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Kissflow Dataform connector
App members can use the Dataform connector to send data from a dataform to other flows in Kissflow or third-party apps. For example, you have an employee PII dataform.β¦
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How to display the names of multiple users from a lookup field in a text field
This article outlines how users can automatically populate a text field with the names of users selected in a multi-user lookup field. The goal is to present a readable,β¦
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Setting up an external data connection
Kissflow plans: β Basic β Enterprise An external connection is a pathway between your external platforms and Kissflow, that allows you to create external data objects in your apps.β¦
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Multilingual settings in forms
Kissflow plans: β Basic β Enterprise Multilingual settings allow Kissflow Process admins/developers and Board admins to customize and present their workflow forms in various languages.β¦
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Extracting text from parentheses
Imagine you have a form where users enter their full name and ID in a single field, following a consistent format like Name (ID). For example, a user might enter Natasha (987334).β¦
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Decision tables overview
Kissflow plans: β Basic β Enterprise What is a decision table? A decision table is a systematic and structured representation of complex business logic for decision-making processes.β¦
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Microsoft Azure Active Directory connector
Kissflow plans: β Basic β Enterprise What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution toβ¦
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Signing in to Kissflow
There are several ways you can access your Kissflow account. Direct URL The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser.β¦
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Admin actions in a process
Kissflow plans: β Basic β Enterprise Process administration The Administration section of a process lets Process admins and Data admins access the items, modify their status,β¦
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Send in-app notification connector
Kissflow plans: β Basic β Enterprise What is Kissflow Notification? Kissflow Notification is a native feature that allows you to send real-time alerts to users directly within the Kissflow platform.β¦
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Troubleshooting API integration issues
API integrations in Kissflow allow you to connect with external systems and automate workflows. However, issues may occasionally arise due to authentication errors, misconfigurations,β¦
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Configuring statuses
Kissflow plans: β Basic β Enterprise Statuses indicate the progress of an item in a board. To configure or change statuses for a board, click the Manage button > Edit workflow.β¦