-
Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ 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,…
-
Member actions in a process
Kissflow plans: ✓ Basic ✓ 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 all…
-
Date and Date time field
Kissflow plans: ✓ Basic ✓ 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.…
-
Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with the dataset connector Kissflow Dataset is a collection of tabular data that you can use in your workflows.…
-
Dataset and views overview
Kissflow plans: ✓ Basic ✓ 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 drive…
-
Group management
Kissflow plans: ✓ Basic ✓ Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.…
-
Process live forms
Kissflow plans: ✓ Basic ✓ 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,…
-
Field settings
Kissflow plans: ✓ Basic ✓ 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.…
-
Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: ✕ Basic ✓ 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 applications…
-
Archiving, deleting, and duplicating a board
Kissflow plans: ✓ Basic ✓ 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,…
-
Process audit log
Kissflow plans: ✓ Basic ✓ 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 and…
-
Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
-
Aggregation field
Kissflow plans: ✓ Basic ✓ Enterprise Aggregation fields pull together data from multiple entries, showing meaningful results such as sum, average, or combined text (concatenate).…
-
Field validations
Kissflow plans: ✓ Basic ✓ 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.…
-
Overview of custom reports in boards
Kissflow plans: ✓ Basic ✓ Enterprise Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about your…
-
Impersonating users using a service account
Kissflow plans: ✕ Basic ✓ Enterprise Assume your team is responsible for procuring office supplies for your company from multiple vendors. To achieve that, you have created two processes:…
-
Status performance report
Kissflow plans: ✓ Basic ✓ Enterprise The status performance report displays all descriptive statistics about the distribution of time ranges in the data.…
-
Aging report
Kissflow plans: ✓ Basic ✓ 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.…
-
Due date summary report
Kissflow plans: ✓ Basic ✓ Enterprise This report shows you the number of items that are due each day. To access this report, click Reports on your board.…
-
Priority summary report
Kissflow plans: ✓ Basic ✓ Enterprise This report is a graphical representation of the number of items against the item priority levels in your board. To access this report,…
-
Status summary report
Kissflow plans: ✓ Basic ✓ Enterprise The status summary report graphically represents the number of items against the different statuses in your board.…
-
Board metrics overview
Kissflow plans: ✓ Basic ✓ Enterprise Your board's metrics convey different but related information through reports in an easy-to-consume manner. This gives you an overview of your board items and…
-
Product FAQs
General What is Kissflow Work Platform? Kissflow Work Platform gives you all the tools you need to embark on an enterprise-wide digital transformation journey.…
-
Boards overview
Kissflow plans: ✓ Basic ✓ Enterprise One of the main factors contributing to an organization's growth and success is efficient work management. Every department or part of an organization relies on…
-
Understanding dataviews
Kissflow plans: ✕ Basic ✓ Enterprise Dataviews A dataview is a unique data source created by composing, executing, and publishing an SQL query of Snowflake in the query editor and joining the…