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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,…
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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.…
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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…
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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,…
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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…
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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,…
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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).…
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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.…
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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…
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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:…
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Status performance report
Kissflow plans: ✓ Basic ✓ Enterprise The status performance report displays all descriptive statistics about the distribution of time ranges in the data.…
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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.…
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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.…
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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,…
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Status summary report
Kissflow plans: ✓ Basic ✓ Enterprise The status summary report graphically represents the number of items against the different statuses in your board.…
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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…
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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.…
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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…
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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…
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Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Kissflow plans: ✓ Basic ✓ Enterprise Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources:…
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Duplicating and deleting a dataset
Kissflow plans: ✓ Basic ✓ Enterprise You can easily duplicate datasets for reuse or delete them when they’re no longer needed. Here's how to manage both actions:…
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Charts in boards
Kissflow plans: ✓ Basic ✓ Enterprise You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut,…
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Kissflow Process connector
Kissflow plans: ✓ Basic ✓ Enterprise Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow…
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Understanding data sources
Kissflow plans: ✓ Basic ✓ Enterprise Data sources Data source is a collection of all data present inside processes, boards, datasets, and other tables in Kissflow.…
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DocuSign connector
Kissflow plans: ✕ Basic ✓ Enterprise What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed…