-
Kissflow Dataform connector
Kissflow plans: ✕ Basic ✓ Enterprise Dataforms Dataforms in Kissflow Apps are form used for data-gathering and they that do not include a workflow approval process.…
-
Sheet view in dataforms
Kissflow plans: ✕ Basic ✓ Enterprise The sheet view in dataforms lets you visualize form data as a grid. The column headings represent the selected data from fields and system fields,…
-
Data table view
Kissflow plans: ✕ Basic ✓ Enterprise A data table view displays your form data as a table, with the dataform fields displayed as column headings and the data gathered by each field displayed as rows.…
-
Dataform settings
Kissflow plans: ✕ Basic ✓ Enterprise As an app developer, you will have default access to forms that you create. To configure or change settings for the dataform,…
-
Importing data from CSV file
Kissflow plans: ✕ Basic ✓ Enterprise The Import CSV feature allows you to import data from a CSV file into the dataform. Manually entering large amounts of data in the dataform can be quite tedious.…
-
Creating and managing dataforms
Kissflow plans: ✕ Basic ✓ Enterprise Creating a new dataform To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.…
-
Board settings
Kissflow plans: ✕ Basic ✓ Enterprise You can modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
-
Board metrics in apps
Kissflow plans: ✕ Basic ✓ Enterprise There are two board metric reports that you can use in apps. They are: Aging report Status performance report Aging report The Aging report helps you track your…
-
Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ Enterprise As an app owner, you will have default access to the board form and the ability to change many settings. As an admin of your board,…
-
Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise Creating a new board To create a board inside your app builder, Click Board under the Quick create menu on the left.…
-
Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
-
Using advanced filters in apps
Kissflow plans: ✕ Basic ✓ Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.…
-
Account governance
Account governance under account administration is a centralized hub, allowing super admins and IAM admins to audit and manage their Kissflow accounts. This feature is pivotal for maintaining data…
-
Process
A process is a structured workflow for getting tasks done in a specific order. It involves initiating items within the process and moving them forward to subsequent steps in the workflow involving…
-
Board
A board is a highly adaptable workflow that lets you keep track of information and manage work efficiently. You can create work items in a board and track their progress across different statuses.
-
Item
An item is a single instance/task in a process and board.
-
Item bar
An item bar is a colored horizontal bar that represents an item inside the timeline layout of a board.
-
Kanban
Kanban is a layout type in a board's task management that visually organizes items or workflows into columns, representing different stages of progress, like To do, In progress, and Done.
-
Matrix
Matrix is a layout type in a board's task management that organizes items in a grid, based on multiple criteria helping teams prioritize and categorize items.
-
List
List is a layout type in a board's task management that presents items in a simple, linear format, typically organized in rows, where each item is listed one after another.
-
Timeline
Timeline is a layout type in task management that visually represents items along a horizontal time axis, showing when each item begins and ends in a board.
-
Assignee
An assignee is the account user to whom a process or board item is assigned for their action.
-
Document template
A document template allows you to automate the generation of process-related PDFs. It's particularly useful for creating standardized documents like offer letters or reports.
-
Impersonation
Impersonation allows service accounts to act on behalf of users or items within a Kissflow account. For example, it can make changes to user details, access all processes and integrations,…