-
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
Kissflow plans: ✓ Basic ✓ Enterprise What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, checkbox, or multi-select fields.…
-
Email connector
Kissflow plans: ✓ Basic ✓ Enterprise You can send emails to recipients outside your account and the email addresses marked in previous trigger/action steps in your Kissflow integration. https://www.…
-
Managing filters
Kissflow plans: ✓ Basic ✓ Enterprise A filter helps you view a confined set of data that matches certain conditions. With advanced filters, you can filter contextually on a few attributes like user…
-
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
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
-
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
Kissflow plans: ✕ Basic ✓ Enterprise The Scanner field is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes.…
-
Automating 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
Kissflow plans: ✓ Basic ✓ Enterprise 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…
-
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
Kissflow plans: ✓ Basic ✓ Enterprise Applications in the Kissflow App Store can be broadly classified as: Installable apps Provisional apps Once installed,…
-
Accessing Kissflow App Store
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
-
Using Kissflow App Store
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
-
Introduction to Kissflow App Store
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow App Store is a dedicated place that hosts a wide array of applications that cater to different business use cases.…
-
Google Drive connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Google Drive? Store files in the cloud, synchronize files across devices, and share files with other users using Google Drive.…
-
Creating user workload report with Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Keeping track of your team's workload is crucial for maintaining efficiency in your processes. With Kissflow Analytics,…
-
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…
-
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.…
-
Adobe Sign connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Adobe Sign? Adobe Acrobat Sign is a cloud-based e-signature service that enables users to submit, sign, track,…
-
Microsoft Teams connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Teams? Microsoft Teams is a collaborative workspace within Microsoft 365 that acts as a central hub for workplace conversations,…
-
User management overview
Kissflow plans: ✓ Basic ✓ Enterprise Accessing the User management page Super Admins, IAM Admins, and User Admins have access to the User Management tab in the Account Administration section,…