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Number and currency expressions
Kissflow plans: ✓ Basic ✓ Enterprise Number and currency expressions are similar. However, many functions, methods, and operators may not work when evaluating numbers and currencies.…
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Integrations overview
Kissflow Integration is a powerful workflow automation tool that connects your Kissflow applications with third-party services to automate business workflows.…
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Directory sync overview
As a Super Admin, or an IAM Admin, you can navigate to your Identity provider settings under Account Administration > User provisioning > Directory sync to manage and perform other actions related…
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Configuring Google Workspace directory sync
You can add users and synchronize user information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in Kissflow.…
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Configuring Azure AD directory sync
As a Super Admin, or an IAM Admin, you can synchronize user and group information from your third-party directory accounts to Kissflow using the Identity Provider feature under User Provisioning in…
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Slack connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Slack? Slack is a team communication platform for instant messaging, document sharing and knowledge search for modern teams.…
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Subscription and billing
Managing subscription Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing.…
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SOAP connector
What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP. SOAP web service providers publish their underlying table structures and…
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Webhooks by Kissflow
Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications. Webhooks allow you to build or set up integrations,…
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Salesmate connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes.…
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Creating and managing a dataset view
Kissflow plans: ✓ Basic ✓ Enterprise Views help you share a filtered version of your dataset with others, allowing access to only the necessary data without exposing the full dataset.…
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Managing boards in PWA
Manage your boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
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Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…
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SCIM overview
Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over HTTP.…
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Collaborating with other members
When you create an integration, you become the default member of that integration with the ability to change many settings. As a member of your integration,…
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Duplicating, archiving, and deleting an integration
Duplicating an integration If you want to make an exact copy of your integration, you can duplicate it. Duplicated integrations will have the same set of trigger and action steps with configuration…
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Integration settings
To update your integration settings, click the More options button () and then Settings. Notifications You can choose to enable or disable web and email notifications.…
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Security settings and access control
Kissflow plans: ✓ Basic ✓ Enterprise To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings:…
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Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise If you want a workflow step to happen only in a certain situation, you can create a condition for the step based on a formula.…
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IF function
Kissflow plans: ✓ Basic ✓ Enterprise The IF function returns one value if a boolean expression is true and another if it is false. The syntax is: IF(<logical_test>,<value_if_true>,…
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Introduction to expressions and formulas
Kissflow plans: ✓ Basic ✓ Enterprise Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly…
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Using XML to lookup data
Kissflow plans: ✓ Basic ✓ Enterprise Here’s an example that uses XML format to display the botanical name of a plant. Create a remote lookup field called Plant.…
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Extracting a text and number using remote lookup
Kissflow plans: ✓ Basic ✓ Enterprise You can use a remote lookup field to extract data from an external API. For example, you may want to display the general weather forecast and temperature for a…
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Yes/No field
Kissflow plans: ✓ Basic ✓ Enterprise The Yes/No field gives users a binary decision. The data is stored as a boolean value. Settings You can set a default value for displaying the field when the…
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List expressions
Kissflow plans: ✓ Basic ✓ Enterprise Some fields in Kissflow use the list data type, meaning they can hold multiple values at once. These fields include:…