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Member actions in a process
Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned to me Created by me The Created by me tab shows all the items that you’ve been active on.…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Date and Date time field
The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
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Product Tip: How to use the ClickSend connector in Kissflow Integrations
Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…
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Kissflow Dataset connector
Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and actions that let you create a new row…
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Product Tip: How to withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
Here’s a simple guide to Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms. You can read more about these fields here.
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Dataset and views overview
What is a dataset? A dataset is a collection of tabular data that you can use in your flows. Forms in your flows can look up information from your datasets or use the information for advanced…
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Group management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more.…
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Application roles
Creating functional roles for accessing an application Individuals or application-level user groups, be it in-app (within the same application) or external (portal apps), representing business units,…
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Introducing our latest update on Kissflow Apps - the application-to-application lookup feature and local variables!
We are excited to announce a powerful new feature in Kissflow Apps that allows developers to easily fetch data from one application to another. You can also link multiple applications to your…
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Creating a process form workflow
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 also allows for alternate conditions…
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Product Tip: How to remove test data from system-generated reports in Kissflow
Kissflow processes have system-generated metric reports that give you insights into your process. These are read-only reports; however, you might need to delete test or incorrect data from the report.…
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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Using advanced filters in apps
The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page. It eliminates the need for creating multiple views and…
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Icon
Introduction Icons are interactive elements that are used in applications for UI purposes. An icon component allows you to add icons to your page. How to use it?…
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Application builder overview
As a Super Admin or User of the development environment, you will be able to create applications from scratch and deploy them to the test environment. To build any application inside the development…
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Variables and parameters in application development
Understanding variables in application development Click here to learn about the types of variables available and how to use them in application development.…
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Application-to-application lookup through linking
What is application-to-application lookup? The application-to-application lookup feature allows other applications in your account to fetch information from your current application.…
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Application deployment
Overview This article details Kissflow Low-code's deployment process. Application deployment is essential for transferring your application and any metadata from the development to the test…
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Process live forms
You can view a process form when you open a process item. A process form has a common navigation strip at the right end, where you can switch between the Details and Comments tabs.…
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Currency field
The Currency field works like the Number field, but it has a currency symbol before the value. Settings You can configure the number of decimal places that are shown.…
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Field settings
You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
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Setting up SAML-based Single Sign-on for Microsoft Azure AD
SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications with a single set of sign in credentials.…