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Using remote lookup field to get currency exchange rate
Kissflow plans: ✓ Basic ✓ Enterprise The remote lookup field is a great way to get data from external systems into your forms. Using JSON for currency exchange rate Let’s look at a common use case…
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Account governance overview
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Group governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance provides you a clear view of all groups within your Kissflow account.…
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Process governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account.…
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Board governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account.…
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Dataset governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account.…
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Governing lists
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved…
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Governing authentication keys
Kissflow plans: ✕ Basic ✓ Enterprise Governing authentication keys is crucial for several reasons. First and foremost, it helps maintain the security and integrity of your Kissflow account and its…
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Creating and administering a list
Kissflow plans: ✓ Basic ✓ Enterprise You can create a list when you add a dropdown field, a checklist, or a multi-select field to your form. Navigate to your Form editor and choose a field type…
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AI-suggested fields
Kissflow plans: ✓ Basic ✓ Enterprise AI-suggested fields are form fields generated using Artificial Intelligence (AI), a technology that processes and infers large data through Machine Learning (ML).…
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Creating AI-suggested workflow and steps
Kissflow plans: ✕ Basic ✓ Enterprise You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the…
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Use case for timeline layout
Kissflow plans: ✓ Basic ✓ Enterprise Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items,…
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Launching Kissflow Apps
Kissflow plans: ✕ Basic ✓ Work Platform Enterprise Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live.…
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Creating procurement spend analysis report by department and product category
Kissflow plans: ✕ Basic ✓ Enterprise When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and product…
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Managing members and roles in a board
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities…
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Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver.…
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Managing reports
Kissflow plans: ✓ Basic ✓ Enterprise To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics to…
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Pivot reports
Kissflow plans: ✓ Basic ✓ Enterprise Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on the…
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Tabular reports
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create report button on the…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables,…
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Salesforce connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,…
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Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees,…
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Microsoft Excel connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,…
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Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most…
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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.…