-
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…
-
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…
-
Audit log
Kissflow plans: ✕ Basic ✓ Enterprise The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
-
Account details, customization, and connected domains
Super and IAM Admins can access these settings by clicking your profile picture on the top right corner of the home page > Account administration > Account settings.…
-
Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular…
-
Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
-
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…
-
Administering portals
Kissflow plans: ✕ Basic ✓ Enterprise Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal…
-
List overview
What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, or checkbox/multi-select fields. Common list examples Department. Leave type.…
-
Email connector
Email by Kissflow You can use Email by Kissflow to send emails to recipients outside your account and to the email addresses marked in previous trigger/action steps in your Kissflow integration.…
-
Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…
-
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,…
-
Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field. Settings You can load the dropdown from a static…
-
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,…
-
Multi-language support in Kissflow
Kissflow is available in the following 14 languages: English Italian (Italiano) Korean (한국어) Japanese (日本語) Simplified Chinese (简体中文) Russian (Русский) German (Deutsch) Spanish (Español) French…
-
Ensuring smooth access to Kissflow [Troubleshooting tip]
If you are unable to access Kissflow, you might want to ensure that you have whitelisted the Kissflow domains and that your Internet Service Provider (ISP) isn't blocking the Amazon or Google servers.…
-
Scanner field
The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process forms, board forms, and data forms within apps.…
-
How to automate barcode scanning in a process form
Kissflow plans: ✓ Basic ✓ Enterprise If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan…
-
Task delegation
As part of Account Administration, the task delegation feature allows Super Admins to delegate future process tasks belonging to users out of the office to another user.…
-
Personal info, format settings, and task delegation
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your profile Click your profile picture in the upper-right corner of the Home screen and click My settings.…
-
Types of apps in Kissflow App Store
You can broadly categorize Kissflow App Store applications as: Installable apps Provisional apps Once installed, all apps get deployed to your live account by default.…
-
Accessing Kissflow App Store
Kissflow App Store contains a variety of applications tailored to the needs of the user. Applications featured in the App Store can be installed directly, purchased, or requested.…
-
Using Kissflow App Store
Installing an app You install an app from the Kissflow App Store and start using it in your live account. Note: Only Super Admins can install an app. To install an app,…
-
Introduction to Kissflow App Store
Kissflow App Store is a dedicated place that hosts a wide array of applications that cater to different business use cases. Unlike the process and board templates in Kissflow’s template gallery,…
-
Chat and Space FAQs
How to create an instant group? To create an instant group, go to the Chat tab on the left navigation panel > click the Create a chat button (). Enter the names or email addresses of the users with…