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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…
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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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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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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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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.…
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Product Tip: Did you know that Kissflow chat supports voice messages that can be transcribed and translated?
Check out this video to see it in action. https://www.loom.com/share/7d482bac57c64f1b80f4b3afe445dd16 Within the chat, you can record audio messages up to one minute in length.…
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Product Tip: How to customize process email templates in Kissflow
Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…