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Pivot tables in boards
Kissflow plans: ✓ Basic ✓ Enterprise You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your board. Pivot tables allow you to easily interchange…
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Process overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.…
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Adobe Sign connector
What is Adobe Sign? Adobe Acrobat Sign is a cloud-based e-signature service that enables users to submit, sign, track, and manage signing procedures through a browser or mobile device.…
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Microsoft Teams connector
What is Microsoft Teams? Microsoft Teams is a collaborative workspace within Microsoft 365 that acts as a central hub for workplace conversations, collaborative teamwork,…
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Kissflow extension for Gmail
View and approve your items in Kissflow from your Gmail by adding the Kissflow for Gmail extension to your Chrome browser. Signing into Kissflow from Gmail Go to the Chrome web store and search for…
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User management overview
Accessing the User management page Super Admins, IAM Admins, and User Admins have access to the User Management tab in the Account Administration section,…
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Notes, status logs, and activity logs in boards
Kissflow plans: ✓ Basic ✓ Enterprise Notes Notes offer an easy way to collaborate with different stakeholders on an item. You can use this feature to add comments, log updates, or action items,…
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Kissflow Board connector
Connecting to a board Integration members with permission to access a board can use connectors to send data from a board to other flows in Kissflow or third-party apps.…
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List of triggers and actions
Kissflow supports a wide array of integration triggers and actions. Below, you can find all the triggers and actions. Connector name Triggers Actions ActiveCampaign connector ✓ Adobe Sign connector…
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Geolocation field
The Geolocation field lets you record the location of the users, with their consent. You can view the recorded location in a Google Maps view embedded into the form.…
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Boards FAQs
Can I handle multiple use cases, such as issue tracking, help desk, and service requests using Kissflow Board? Absolutely. Kissflow Board helps you build workflows to manage use cases such as…
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Configuring a board form
Kissflow plans: ✓ Basic ✓ Enterprise Every item on a board begins with a form. A form is where you can record all the data for an item. You can customize a board form to include fields to capture…
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Tabular reports in boards
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your board’s data in rows and columns, forming a grid similar to a spreadsheet.…
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App environments
Kissflow plans: ✓ Basic ✓ Enterprise Managing the application lifecycle using environments Kissflow's application lifecycle is an agile process of building applications in the development…
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App versioning
Understanding app versioning Versioning your app allows you to easily add or update functionality without affecting existing users. By default, when you build and deploy your app within the App…
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Introduction to Kissflow Apps
What is a Kissflow App? Kissflow Apps uses a low-code app development approach that requires little to no coding in order to create applications. It uses visual tools and custom scripting to develop…
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Exporting user data
Super Admins, IAM Admins, and User Admins, can export the details of some or all the users in a Kissflow account. Exporting user data To export your user data, follow the steps below:…
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Reserved Keywords
Reserved keywords are terms or phrases appropriated for special use that may not be used in the creation of variable names, i.e., these words or phrases cannot be used to name processes,…
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Viewing notifications
You can find all of your notifications by clicking the bell icon ( ) in the upper-right corner of the screen. From this pop-up, you can scroll through all of your notifications sorted by the most…
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Android devices
If you are using an Android device, you can either use your browser to access your Kissflow account or use it as a Progressive Web App. Using a mobile browser Use your preferred mobile browser to…
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Kissflow user details connector
User details connector User details by Kissflow lets you fetch specific attributes of users in your Kissflow account. The details can be of any user in the account or of specific users referenced in…
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Loop action in control connector
Control connector The control connector supports two different actions: Conditional paths and Loop. Actions for control connector Action Description Loop Repeats a set of actions for a specified…
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FreshBooks connector
What is FreshBooks? FreshBooks is an accounting software designed primarily for self-employed professionals and their teams. It lets you send invoices, track expenses, and collaborate on projects.…
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Basic and advanced fields
We have classified the fields into two primary categories - All fields and AI-suggested fields for your easy understanding. The All fields tab is further organized into sub-categories such as:…
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Best practices for simultaneous tasks
Kissflow plans: ✓ Basic ✓ Enterprise There are times in a workflow when you want multiple assignees to act on a step at the same time. There are two ways to do this in Kissflow.…