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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…
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Managing integrations
Kissflow plans: ✓ Basic ✓ Enterprise Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations.…
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Analytics FAQs
General Can I bring in data from external sources into Kissflow Analytics? Kissflow Analytics can only be used to create reports and analyze data that already exist in your Kissflow account.…
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Creating and managing access keys
Kissflow plans: ✓ Basic ✓ Enterprise Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account.…
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Creating and managing service accounts
Kissflow plans: ✓ Basic ✓ Enterprise Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super…
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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…
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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…
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Audit log
Kissflow plans: ✕ Basic ✓ Enterprise Overview The audit log is a centralized record of all activities that take place in your Kissflow account. It helps administrators track who did what, when,…
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Account details, customization, and connected domains
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Tabular reports
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…
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Creating an integration
Kissflow plans: ✓ Basic ✓ Enterprise Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations,…
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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…
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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…
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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.…
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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.…
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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…
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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,…
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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.…
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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,…
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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…
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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.…
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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.…
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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…
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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…