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Creating and managing portals
Kissflow plans: β Basic β Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.β¦
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Adding and managing users
Kissflow plans: β Basic β Enterprise Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete,β¦
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Configuring your board settings
Kissflow plans: β Basic β Enterprise If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,β¦
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Creating and using board views
Kissflow plans: β Basic β Enterprise Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.β¦
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Importing items from a CSV file
Kissflow plans: β Basic β Enterprise The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board.β¦
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Exporting items from a board
Kissflow plans: β Basic β Enterprise You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items withβ¦
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Building a board
Kissflow plans: β Basic β Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,β¦
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: β Basic β Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,β¦
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Member actions in a process
Kissflow plans: β Basic β 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 allβ¦
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Date and Date time field
Kissflow plans: β Basic β Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.β¦
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Kissflow Dataset connector
Kissflow plans: β Basic β Enterprise Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers andβ¦
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Dataset and views overview
Kissflow plans: β Basic β Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to driveβ¦
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Group management
Kissflow plans: β Basic β Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.β¦
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Process live forms
Kissflow plans: β Basic β Enterprise You can view a process form when you open a process item. A process form has a common navigation strip at the right end,β¦
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Field settings
Kissflow plans: β Basic β Enterprise You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.β¦
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Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: β Basic β Enterprise SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applicationsβ¦
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Archiving, deleting, and duplicating a board
Kissflow plans: β Basic β Enterprise You can archive and delete a board when you no longer need it. A board can only be deleted after it is archived. When you archive a board,β¦
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Process audit log
Kissflow plans: β Basic β Enterprise The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level andβ¦
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Public forms
Kissflow plans: β Basic β Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,β¦
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Aggregation field
Kissflow plans: β Basic β Enterprise Aggregation fields pull together data from multiple entries, showing meaningful results such as sum, average, or combined text (concatenate).β¦
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Field validations
Kissflow plans: β Basic β Enterprise You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met.β¦
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Overview of custom reports in boards
Kissflow plans: β Basic β Enterprise Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about yourβ¦
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Impersonating users using a service account
Kissflow plans: β Basic β Enterprise Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes:β¦
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Status performance report
Kissflow plans: β Basic β Enterprise The status performance report displays all descriptive statistics about the distribution of time ranges in the data.β¦
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Aging report
Kissflow plans: β Basic β Enterprise The aging report helps you track your current work in progress and identify items that have been overdue for an extended period of time.β¦