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Duplicating and deleting a dataset
Duplicating a dataset If your business requirements are in such a way that you cannot use an existing dataset as is but need a slightly modified version of it,…
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Charts in boards
You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut, line, pie, and bubble.…
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Let's Learn Integrations: Create and submit a new item.
Welcome back to part 7 of our "Let's Learn Integrations" series. In this part, we'll learn how to use the create and submit a new item action in Kissflow integrations to create and submit a new item…
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Kissflow Process connector
Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow or third-party apps.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Let's Learn Integrations: How to send automated messages to users within Kissflow.
Welcome to part 6 of our "Let's Learn Integrations" series. In this video, you'll learn how to use the send message action to send messages to users within Kissflow automatically.…
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Creating a dataset
You can create a dataset in two ways, from scratch or by installing a dataset template as per your business requirements. Click +Create from the left navigation and select Dataset.…
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Enhanced Print Form With a New Look
The print form gets a face-lift. The new design is more compact, requires fewer pages, and is easier to consume. In the new layout, you will no longer have to worry about fields getting split across…
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Product Tip: How to automatically add a new row in a spreadsheet in Google Sheets using Kissflow Integrations.
Watch this to understand how to auto-populate a Google Sheets spreadsheet using Integrations with the table values in a Kissflow form. https://www.loom.…
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DocuSign connector
What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.…
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Managing integrations
Access information about all your integrations by clicking on your profile image and then Integrations. All integrations The Integrations page is split into All integrations and My integrations.…
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Transition guide - Kissflow Work Platform
The new Kissflow Work Platform's interface matches the vibrant colors in Kissflow—the new sleek, user-friendly, and contemporary design promises to enrich your digital work experience.…
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Managing process members and permissions
Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing: Process Admin A Process Admin has the highest privilege in a process.…
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Analytics FAQs
General Can I bring in data from external sources into Kissflow Analytics? Kissflow Analytics can only be used to create reports and analyze data that already exist in your Kissflow account.…
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Let's Learn Integrations: Add users to a group
We're back with another video in our "Let's Learn Integrations" series. This quick video will teach us how to automatically add users to user groups in Kissflow using the User details connector in…
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Product Tip: How to delete lists in Kissflow
Lists are single-column datasets whose data you can use in dropdowns, checklists, or checkbox/multi-select dropdown fields in your forms. You can find and view lists by searching their names using…
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Coming Soon in Kissflow: Multi-Lingual Forms
We are excited to announce that we have started working on the multi-lingual forms feature that will allow you to display field labels in your preferred language.…
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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Let's Learn Integrations: Send an email
Welcome back to our "Let's Learn Integrations" series. This video will teach us how to use the Send an email action in Kissflow Integrations to automate the employee confirmation process.…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Introducing the all-new DocuSign connector for Kissflow
Introducing the all-new DocuSign connector for Kissflow - the perfect solution for streamlining your document signing processes! This powerful integration lets you connect your Kissflow workflows…
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Generating document templates
You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Introducing Service Accounts
We are very excited to announce the release of Kissflow's Service Account feature. This feature is only available on Enterprise plans. You can create only up to 25 service accounts.…
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Creating and managing access keys
Access keys are a vital part of how a service account works. You can create up to 50 access keys per service account. Creating an access key Navigate to your service account and click the Create…
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Creating and managing service accounts
Creating a service account Service accounts let you automate certain aspects of your Kissflow account. You can create and access service accounts as a Super Admin, or an IAM Admin of your account.…