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Introducing the Salesforce Connector for Kissflow Integration
We are thrilled to announce the release of the Salesforce Connector for Kissflow Integration. This robust connector lets you effortlessly connect and synchronize your Salesforce folders and files…
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Using chats
Note: Kissflow Chat and Spaces will be gradually discontinued after 15th December, 2023. Learn more Kissflow Chat allows for real-time collaboration through direct and group chats.…
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Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
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Creating and managing subitems
Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees, states, start dates, and due dates.…
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Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
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Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service to host all your photos, videos, and files backed up, protected, synced, and made accessible on all your devices.…
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Microsoft Azure Active Directory connector
What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to enterprise customers.…
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Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
Watch this video to understand how you can configure impersonation access to service accounts to specific, and all flows in Kissflow. Impersonation in a service account is the ability to act on…
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Using board layouts
Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most commonly used list of items quickly.…
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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change settings for process,…
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Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Creating and managing portals
Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.…
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Configuring your board settings
If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Introducing Sort in Chart Report
We are excited to announce that we have added a new capability in Kissflow Analytics - the ability to sort data in chart reports. Previously, data in chart reports was plotted based on how the data…
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Creating and using board views
Who can create views You can create views based on a subset of all the board data to have better context while working. This is ideal for teams inside teams.…
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Importing items from a CSV file
The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board. You can also use this feature to import data from other…
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Exporting items from a board
You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with others who may not have access to Kissflow.…
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Building a board
Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks, service request management, employee onboarding,…
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Improved UI Enhancements in Kissflow Boards
We're excited to announce some exciting updates on the Kissflow Board! Our goal is to make the user experience as seamless and personalized as possible by enabling you to customize your Board to your…
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Duplicating, archiving, and deleting a process
Duplicating a process If you want to make a process very similar to another one, you can duplicate the process. The duplicated process will have the same configured fields, sections, tables,…
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Deleting process items
By default, all process items are saved forever as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it. Deleting items as a user Users can delete their…